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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
201
Transamerica Financial Advisors
Florida
$2.83M +$266K +3,448 +10%
CAN
202
Cetera Advisor Networks
California
$2.73M -$128K -1,667 -4%
Allianz Asset Management
203
Allianz Asset Management
Germany
$2.69M +$231K +3,000 +9%
MC
204
Mathes Company
New York
$2.67M -$61.6K -800 -2%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.63M +$556K +7,212 +26%
KF
206
Krilogy Financial
Missouri
$2.59M +$57K +740 +2%
WA
207
WESPAC Advisors
California
$2.56M +$1.36M +17,698 +105%
PWS
208
Peloton Wealth Strategists
Indiana
$2.49M +$2.59M +33,559 New
IFWM
209
Institute for Wealth Management
Colorado
$2.48M -$594K -7,706 -18%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$2.48M -$694K -9,013 -21%
SCA
211
Stillwater Capital Advisors
Pennsylvania
$2.48M +$88.4K +1,147 +4%
TAM
212
Tocqueville Asset Management
New York
$2.38M +$15.4K +200 +0.6%
PI
213
PFS Investments
Georgia
$2.38M +$2.5M +32,495 New
GIA
214
Granite Investment Advisors
New Hampshire
$2.34M +$196K +2,545 +9%
SPIA
215
Steward Partners Investment Advisory
New York
$2.34M +$172K +2,236 +8%
FNT
216
First National Trust
Pennsylvania
$2.29M +$20.1K +261 +0.9%
CHJWM
217
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.29M +$83.9K +1,089 +4%
Creative Planning
218
Creative Planning
Kansas
$2.26M +$745K +9,671 +47%
HR
219
Howe & Rusling
New York
$2.23M +$1.89M +24,545 +448%
SFP
220
Shepherd Financial Partners
Massachusetts
$2.2M +$107K +1,391 +5%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$2.17M -$9.54M -123,785 -81%
WP
222
WealthShield Partners
North Carolina
$2.16M +$2M +25,966 +852%
CCT
223
Chemung Canal Trust
New York
$2.15M +$97.4K +1,264 +5%
BGDI
224
BW Gestao de Investimentos
Brazil
$2.14M +$2.22M +28,787 New
KeyBank National Association
225
KeyBank National Association
Ohio
$2.09M +$99.9K +1,297 +5%

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.