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State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Spreng Capital Management
Ohio
$2.54M +$738K +9,867 +43%
IFWM
202
Institute for Wealth Management
Colorado
$2.51M +$24.9K +333 +1%
KeyBank National Association
203
KeyBank National Association
Ohio
$2.47M +$1.17M +15,611 +94%
CHJWM
204
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.47M -$20.2K -270 -0.9%
FMBTD
205
First Midwest Bank Trust Division
Illinois
$2.47M +$48.5K +649 +2%
MML Investors Services
206
MML Investors Services
Massachusetts
$2.45M -$351K -4,690 -13%
MIAN
207
Mariner Independent Advisor Network
Kansas
$2.45M +$64.1K +857 +3%
AA
208
AlphaMark Advisors
Kentucky
$2.41M +$2.3M +30,799 +6,539%
Fidelity International
209
Fidelity International
Bermuda
$2.4M -$1.09M -14,526 -32%
VWM
210
Venturi Wealth Management
Texas
$2.4M +$1.77M +23,665 +317%
PAMU
211
Pictet Asset Management (UK)
United Kingdom
$2.38M +$940K +12,569 +69%
AAS
212
Avantax Advisory Services
Texas
$2.32M +$1.58M +21,153 +235%
SIMM
213
Stillwater Investment Management (Minnesota)
Minnesota
$2.32M +$94.8K +1,268 +4%
SI
214
Stephens Inc
Arkansas
$2.32M +$491K +6,562 +28%
DWT
215
Dorsey & Whitney Trust
South Dakota
$2.31M
MCM
216
Moore Capital Management
New York
$2.27M +$2.21M +29,550 New
PPA
217
Parametric Portfolio Associates
Washington
$2.27M -$114K -1,518 -5%
SB
218
Simmons Bank
Arkansas
$2.25M -$7.33K -98 -0.3%
SJIM
219
St. Johns Investment Management
Florida
$2.24M +$25.7K +344 +1%
GSC
220
G&S Capital
Colorado
$2.24M +$2.17M +29,061 New
WPW
221
Waldron Private Wealth
Pennsylvania
$2.21M -$74.4K -995 -3%
ANTB
222
AMG National Trust Bank
Colorado
$2.19M -$74.1K -991 -3%
HCP
223
Holt Capital Partners
Texas
$2.18M +$16.8K +225 +0.8%
WB
224
WesBanco Bank
West Virginia
$2.15M +$768K +10,263 +58%
EH
225
Equitable Holdings
New York
$2.13M +$858K +11,472 +71%

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.