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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.61B +$344M +4,639,355 +15%
Goldman Sachs
2
Goldman Sachs
New York
$1.15B +$225M +3,029,252 +23%
Morgan Stanley
3
Morgan Stanley
New York
$753M +$114M +1,537,116 +17%
Wells Fargo
4
Wells Fargo
California
$701M -$96.8M -1,305,175 -12%
Citigroup
5
Citigroup
New York
$417M -$218M -2,938,088 -34%
UBS Group
6
UBS Group
Switzerland
$388M +$29.7M +401,042 +8%
SGI
7
Swan Global Investments
Colorado
$385M -$5.4M -72,805 -1%
Ameriprise
8
Ameriprise
Minnesota
$354M +$95.7M +1,290,851 +35%
Barclays
9
Barclays
United Kingdom
$264M +$244M +3,296,390 +850%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$248M +$207M +2,787,231 +414%
RBA
11
Richard Bernstein Advisors
New York
$158M +$74M +998,316 +82%
LPL Financial
12
LPL Financial
California
$154M -$3.21M -43,340 -2%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$151M +$14.2M +191,400 +10%
NLI
14
Nippon Life Insurance
Japan
$133M
State Street
15
State Street
Massachusetts
$123M -$4.05M -54,652 -3%
CM
16
Churchill Management
California
$102M +$6.31M +85,062 +6%
UBS AM
17
UBS AM
Illinois
$92.4M +$704K +9,499 +0.7%
JP Morgan Chase
18
JP Morgan Chase
New York
$90.5M +$18.9M +254,297 +25%
BlackRock
19
BlackRock
New York
$88.2M -$4.52K -61 -0%
N
20
Natixis
France
$86.2M -$104M -1,395,930 -54%
LMIM
21
Lockheed Martin Investment Management
Maryland
$80.8M -$4.54M -61,200 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$78.5M +$2.74M +36,879 +3%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$77.1M -$14.2M -191,220 -15%
Deutsche Bank
24
Deutsche Bank
Germany
$72.5M -$36.9M -498,159 -33%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$71.6M -$7.42M -100,000 -9%

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.