We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

668 hedge funds and large institutions have $8.57B invested in State Street Industrial Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 280 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

0% less funds holding

Funds holding: 670668 (-2)

0.68% less ownership

Funds ownership: 85.7%85.02% (-0.68%)

4% less capital invested

Capital invested by funds: $8.88B → $8.57B (-$317M)

32% less call options, than puts

Call options by funds: $575M | Put options by funds: $844M

34% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 280

35% less funds holding in top 10

Funds holding in top 10: 2617 (-9)

Holders
668
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
14.65%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.37%
New
70
Increased
184
Reduced
280
Closed
66
Calls
$575M
Puts
$844M
Net Calls
-$268M
Net Calls Change
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.18B -$5.14M -67,030 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$827M +$162M +2,106,561 +25%
Goldman Sachs
3
Goldman Sachs
New York
$610M +$19.1M +249,315 +3%
UBS Group
4
UBS Group
Switzerland
$497M +$43.4M +565,959 +10%
Wells Fargo
5
Wells Fargo
California
$467M -$154M -2,011,234 -25%
JP Morgan Chase
6
JP Morgan Chase
New York
$256M +$70M +913,038 +38%
Citigroup
7
Citigroup
New York
$242M -$129M -1,678,940 -35%
SGI
8
Swan Global Investments
Colorado
$235M -$22.6M -294,375 -9%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$194M +$192M +2,500,000 New
NLI
10
Nippon Life Insurance
Japan
$145M
LPL Financial
11
LPL Financial
California
$136M +$11.2M +146,273 +9%
BlackRock
12
BlackRock
New York
$135M +$4.25M +55,363 +3%
CI
13
Clal Insurance
Israel
$119M
Ameriprise
14
Ameriprise
Minnesota
$119M -$133M -1,732,247 -53%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$88.7M -$53M -690,800 -38%
N
16
Natixis
France
$85.4M -$5.87M -76,461 -6%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$84.3M +$12.6M +164,900 +18%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$65.2M -$4.84M -63,156 -7%
Barclays
19
Barclays
United Kingdom
$64.5M +$50.8M +662,608 +392%
AII
20
AGF Investments Inc
Ontario, Canada
$54.8M -$2.06M -26,871 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54.4M -$4.88M -63,594 -8%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$49.5M +$48.9M +637,570 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$46.2M +$3.87M +50,409 +9%
RJA
24
Raymond James & Associates
Florida
$45.6M +$1.14M +14,797 +3%
UBS AM
25
UBS AM
Illinois
$42.2M -$4.05M -52,766 -9%

XLI Hedge Fund Activity: Q3 2019 in Review

668 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2019, worth a combined $8.57B — down 3.6% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XLI positions and 66 closed out — a net gain of 4 holders — while 184 added to existing stakes and 280 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $192M. The largest seller was Wells Fargo, cutting an estimated $154M.

  • 668 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2019, down from 670 in Q2 2019.
  • Funds reported $8.57B of State Street Industrial Select Sector SPDR ETF stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 70 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2019 and 66 closed out, a net change of +4 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2019 was Balyasny Asset Management, an estimated $192M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2019 was Wells Fargo, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.