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State Street Industrial Select Sector SPDR ETF

373 hedge funds and large institutions have $6.81B invested in State Street Industrial Select Sector SPDR ETF in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 130 increasing their positions, 137 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 137

6.25% less ownership

Funds ownership: 97.34%91.09% (-6.3%)

10% less capital invested

Capital invested by funds: $7.53B → $6.81B (-$717M)

10% less funds holding

Funds holding: 415373 (-42)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

46% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 71

69% less call options, than puts

Call options by funds: $153M | Put options by funds: $496M

Holders
373
Holders Change
-42
Holders Change %
-10.12%
% of All Funds
10.05%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
38
Increased
130
Reduced
137
Closed
71
Calls
$153M
Puts
$496M
Net Calls
-$342M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
SFT
201
Simmons First Trust
Arkansas
$772K +$75.9K +1,352 +10%
MML Investors Services
202
MML Investors Services
Massachusetts
$770K +$799K +14,235 New
SEIA
203
Signature Estate & Investment Advisors
California
$752K -$18.8M -335,302 -96%
WA
204
WBH Advisory
Maryland
$752K +$255K +4,540 +48%
Truist Financial
205
Truist Financial
North Carolina
$729K +$757K +13,494 New
DG
206
Davidson & Garrard
Virginia
$708K -$1.35K -24 -0.2%
LSA
207
L & S Advisors
California
$697K -$66.4K -1,184 -8%
RA
208
RFG Advisory
Alabama
$678K +$703K +12,536 New
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$668K +$337K +6,002 +94%
FIG
210
Fusion Investment Group
Pennsylvania
$668K +$3.93K +70 +0.6%
HCP
211
Holt Capital Partners
Texas
$653K
BCM
212
Boltwood Capital Management
California
$649K -$19.6K -350 -3%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$648K -$116K -2,069 -15%
PFA
214
Paradigm Financial Advisors
Missouri
$635K +$1.07K +19 +0.2%
EC
215
Estate Counselors
Wisconsin
$632K
SIMM
216
Stillwater Investment Management (Minnesota)
Minnesota
$621K -$40.8K -728 -6%
MFW
217
Meristem Family Wealth
Minnesota
$621K
PA
218
Pinnacle Associates
New York
$617K -$2.47K -44 -0.4%
CASB
219
Cape Ann Savings Bank
Massachusetts
$608K -$19.4K -345 -3%
VDI
220
Vaughan David Investments
Illinois
$607K
FIM
221
Freedom Investment Management
Connecticut
$603K +$178K +3,174 +40%
FUBT
222
First United Bank & Trust
Maryland
$599K +$6.45K +115 +1%
WIC
223
Woodmont Investment Counsel
Tennessee
$589K -$7.01K -125 -1%
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$589K
FMC
225
First Merchants Corp
Indiana
$574K +$226K +4,026 +61%

XLI Hedge Fund Activity: Q2 2015 in Review

373 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2015, worth a combined $6.81B — down 9.5% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLI and 38 opened new positions — a net loss of 33 holders — while 137 trimmed existing stakes and 130 added.

The largest buyer was Managed Account Advisors, adding an estimated $136M. The largest seller was Goldman Sachs, cutting an estimated $370M.

  • 373 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2015, down from 415 in Q1 2015.
  • Funds reported $6.81B of State Street Industrial Select Sector SPDR ETF stock for Q2 2015, down 9.5% quarter-over-quarter.
  • 38 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2015 and 71 closed out, a net change of -33 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $136M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2015 was Goldman Sachs, an estimated $370M sold.

Based on aggregated 13F filings for Q2 2015.