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State Street Industrial Select Sector SPDR ETF

1,050 hedge funds and large institutions have $14.2B invested in State Street Industrial Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 356 increasing their positions, 393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 84

5.73% more ownership

Funds ownership: 96.71%102.44% (+5.7%)

6% more capital invested

Capital invested by funds: $13.4B → $14.2B (+$755M)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

1% more funds holding

Funds holding: 1,0431,050 (+7)

9% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 393

62% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $6B

Holders
1,050
Holders Change
+7
Holders Change %
+0.67%
% of All Funds
16.73%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
116
Increased
356
Reduced
393
Closed
84
Calls
$2.25B
Puts
$6B
Net Calls
-$3.75B
Net Calls Change
-$647M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$5.48M +$953K +9,472 +21%
LWM
177
Lyell Wealth Management
California
$5.48M -$339K -3,370 -6%
PIC
178
Platt Investment Counsel
Florida
$5.45M -$4M -39,766 -42%
RSWM
179
Robertson Stephens Wealth Management
California
$5.42M -$322K -3,203 -6%
Ensign Peak Advisors
180
Ensign Peak Advisors
Utah
$5.31M +$5.27M +52,445 +154,250%
ASN
181
Advisory Services Network
Georgia
$5.21M +$325K +3,230 +7%
JCM
182
Janney Capital Management
Pennsylvania
$5.21M +$551K +5,474 +12%
MM
183
Main Management
California
$5.18M
DS
184
DRW Securities
Illinois
$5.17M +$5.14M +51,075 New
BRWA
185
B. Riley Wealth Advisors
Florida
$5.13M -$1.26M -12,485 -20%
BIM
186
Bullseye Investment Management
Ohio
$5.09M -$1.04M -10,370 -17%
GLA
187
Great Lakes Advisors
Illinois
$5.07M +$48.1K +478 +1%
PP
188
Prudential plc
United Kingdom
$5.05M -$7.99M -79,449 -61%
IWM
189
IHT Wealth Management
Illinois
$5.03M -$277K -2,757 -5%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$4.98M +$480K +4,771 +11%
TAM
191
Tucker Asset Management
Colorado
$4.86M +$4.83M +48,007 New
HVIA
192
Hudson Valley Investment Advisors
New York
$4.84M +$160K +1,589 +3%
HCP
193
Holt Capital Partners
Texas
$4.81M -$89.5K -890 -2%
TCOO
194
Trust Company of Oklahoma
Oklahoma
$4.8M -$193K -1,915 -4%
IWP
195
Innova Wealth Partners
Pennsylvania
$4.78M -$49K -487 -1%
BCM
196
Brookstone Capital Management
Illinois
$4.72M +$3.67M +36,509 +351%
Parallax Volatility Advisers
197
Parallax Volatility Advisers
California
$4.71M +$4.68M +46,577 +4,657,700%
Credit Agricole
198
Credit Agricole
France
$4.69M +$562K +5,588 +14%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$4.68M +$790K +7,854 +20%
MBTD
200
Mechanics Bank - Trust Department
California
$4.68M -$26.6K -264 -0.6%

XLI Hedge Fund Activity: Q1 2023 in Review

1,050 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2023, worth a combined $14.2B — up 5.6% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new XLI positions and 84 closed out — a net gain of 32 holders — while 356 added to existing stakes and 393 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $501M. The largest seller was Bank of Nova Scotia, cutting an estimated $361M.

  • 1,050 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2023, up from 1,043 in Q4 2022.
  • Funds reported $14.2B of State Street Industrial Select Sector SPDR ETF stock for Q1 2023, up 5.6% quarter-over-quarter.
  • 116 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2023 and 84 closed out, a net change of +32 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2023 was BNP Paribas Financial Markets, an estimated $501M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2023 was Bank of Nova Scotia, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2023.