We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

692 hedge funds and large institutions have $9.4B invested in State Street Industrial Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 196 increasing their positions, 261 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 81

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

11% more capital invested

Capital invested by funds: $8.44B → $9.4B (+$955M)

4.59% more ownership

Funds ownership: 88.37%92.96% (+4.6%)

4% more funds holding

Funds holding: 663692 (+29)

25% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 261

44% less call options, than puts

Call options by funds: $632M | Put options by funds: $1.13B

Holders
692
Holders Change
+29
Holders Change %
+4.37%
% of All Funds
14.98%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.56%
New
121
Increased
196
Reduced
261
Closed
81
Calls
$632M
Puts
$1.13B
Net Calls
-$496M
Net Calls Change
-$457M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.39B -$215M -2,974,896 -9%
Morgan Stanley
2
Morgan Stanley
New York
$832M +$133M +1,843,829 +20%
Goldman Sachs
3
Goldman Sachs
New York
$697M -$31.2M -430,464 -4%
Wells Fargo
4
Wells Fargo
California
$629M -$67.9M -938,013 -10%
UBS Group
5
UBS Group
Switzerland
$410M +$131M +1,814,455 +50%
SGI
6
Swan Global Investments
Colorado
$392M +$61.7M +852,583 +19%
Citigroup
7
Citigroup
New York
$335M -$124M -1,718,364 -28%
Ameriprise
8
Ameriprise
Minnesota
$313M +$39.9M +550,666 +15%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$143M -$66.2M -914,400 -32%
NLI
10
Nippon Life Insurance
Japan
$140M
BlackRock
11
BlackRock
New York
$132M -$7.1M -98,161 -5%
CI
12
Clal Insurance
Israel
$131M +$127M +1,750,000 New
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$120M
Deutsche Bank
14
Deutsche Bank
Germany
$120M +$79.4M +1,096,564 +218%
LPL Financial
15
LPL Financial
California
$117M -$570K -7,878 -0.5%
State Street
16
State Street
Massachusetts
$116M +$111M +1,535,091 +22,397%
N
17
Natixis
France
$88.3M -$420K -5,803 -0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$74.4M +$34.9M +481,747 +95%
PI
19
Putnam Investments
Massachusetts
$71M +$4.33M +59,872 +7%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$66M +$58.9M +814,044 +1,253%
UBS AM
21
UBS AM
Illinois
$62.7M -$1M -13,875 -2%
AII
22
AGF Investments Inc
Ontario, Canada
$54.8M -$6.46M -89,226 -11%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$54.2M -$40.2M -555,205 -43%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$48.1M +$46.4M +640,596 New
RBA
25
Richard Bernstein Advisors
New York
$47M -$125M -1,721,783 -73%

XLI Hedge Fund Activity: Q1 2019 in Review

692 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2019, worth a combined $9.4B — up 11% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new XLI positions and 81 closed out — a net gain of 40 holders — while 196 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Bank of America, cutting an estimated $215M.

  • 692 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2019, up from 663 in Q4 2018.
  • Funds reported $9.4B of State Street Industrial Select Sector SPDR ETF stock for Q1 2019, up 11% quarter-over-quarter.
  • 121 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2019 and 81 closed out, a net change of +40 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2019 was Morgan Stanley, an estimated $133M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2019 was Bank of America, an estimated $215M sold.

Based on aggregated 13F filings for Q1 2019.