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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFG Advisory
Georgia
$1.73M +$174K +2,450 +10%
I
202
IberiaBank
Louisiana
$1.71M -$237K -3,340 -11%
LCM
203
Lucas Capital Management
New Jersey
$1.71M +$226K +3,185 +14%
IWM
204
IHT Wealth Management
Illinois
$1.7M +$719K +10,146 +62%
BOTW
205
Bank of the West
California
$1.67M +$671K +9,462 +57%
NCM
206
Nelson Capital Management
California
$1.67M -$36.1K -509 -2%
SCM
207
SOL Capital Management
Maryland
$1.65M -$35.4K -500 -2%
SB
208
Simmons Bank
Arkansas
$1.65M +$329K +4,642 +22%
CAC
209
Certified Advisory Corp
Florida
$1.64M +$638 +9 +0%
TF
210
TIAA FSB
Florida
$1.64M -$3.98M -56,184 -69%
BCP
211
Blue Chip Partners
Michigan
$1.62M +$1.78M +25,170 New
Creative Planning
212
Creative Planning
Kansas
$1.59M -$778K -10,982 -31%
OC
213
Oppenheimer & Co
New York
$1.58M -$281K -3,965 -14%
TPSF
214
Texas Permanent School Fund
Texas
$1.55M -$234K -3,309 -12%
FNT
215
First National Trust
Pennsylvania
$1.54M -$1.04M -14,625 -38%
LBD
216
Landsberg Bennett & Dubbaneh
Florida
$1.53M +$1.68M +23,713 New
CFGS
217
Concourse Financial Group Securities
Alabama
$1.51M +$532K +7,510 +47%
CIA
218
Choate Investment Advisors
Massachusetts
$1.5M +$1.65M +23,322 New
RFC
219
Regions Financial Corp
Alabama
$1.5M +$140K +1,981 +9%
FNBOH
220
First National Bank of Hutchinson
Kansas
$1.49M -$17.4K -245 -1%
CWM
221
Cabot Wealth Management
Massachusetts
$1.48M +$1.62M +22,927 New
WCM
222
WealthBridge Capital Management
Ohio
$1.46M +$1.61M +22,687 New
BFIC
223
Bedell Frazier Investment Counselling
California
$1.46M +$1.2M +17,000 +303%
APA
224
American Portfolios Advisors
New York
$1.45M +$91.6K +1,293 +6%
PA
225
Pinnacle Associates
New York
$1.44M -$222K -3,130 -12%

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.