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State Street Industrial Select Sector SPDR ETF

676 hedge funds and large institutions have $6.21B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 175 increasing their positions, 306 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.38% more ownership

Funds ownership: 76.88%87.26% (+10%)

11% less funds holding

Funds holding: 762676 (-86)

24% less capital invested

Capital invested by funds: $8.2B → $6.21B (-$1.99B)

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

43% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 306

44% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 165

45% less call options, than puts

Call options by funds: $389M | Put options by funds: $707M

Holders
676
Holders Change
-86
Holders Change %
-11.29%
% of All Funds
14.9%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.26%
New
92
Increased
175
Reduced
306
Closed
165
Calls
$389M
Puts
$707M
Net Calls
-$319M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.6B +$167M +2,217,938 +9%
Morgan Stanley
2
Morgan Stanley
New York
$561M +$246M +3,266,662 +52%
Goldman Sachs
3
Goldman Sachs
New York
$443M +$150M +1,989,349 +36%
JP Morgan Chase
4
JP Morgan Chase
New York
$360M +$308M +4,094,083 +204%
BlackRock
5
BlackRock
New York
$184M -$19.1K -253 -0%
UBS Group
6
UBS Group
Switzerland
$174M -$84.7M -1,124,569 -28%
Wells Fargo
7
Wells Fargo
California
$143M -$114M -1,507,319 -38%
SGI
8
Swan Global Investments
Colorado
$142M -$14M -186,168 -7%
Citigroup
9
Citigroup
New York
$140M +$63.3M +840,463 +55%
APF
10
Alaska Permanent Fund
Alaska
$137M +$175M +2,321,976 New
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$136M +$136M +1,808,313 +359%
NLI
12
Nippon Life Insurance
Japan
$110M
LPL Financial
13
LPL Financial
California
$99.6M -$13.5M -179,265 -10%
PP
14
Prudential plc
United Kingdom
$86.1M +$106M +1,404,643 +2,605%
MIFH
15
Migdal Insurance & Financial Holdings
Israel
$76.1M -$14.3M -190,000 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$69.5M -$178K -2,356 -0.2%
CI
17
Clal Insurance
Israel
$69.1M +$78.8M +1,046,123 +837%
N
18
Natixis
France
$65M -$5.14M -68,164 -6%
Ameriprise
19
Ameriprise
Minnesota
$61.8M -$35.1M -466,274 -31%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$61.3M +$71.5M +948,799 +1,059%
RJA
21
Raymond James & Associates
Florida
$56.5M +$19.6M +259,754 +37%
AIL
22
AGF Investments LLC
Ontario, Canada
$54.3M +$69M +916,404 +21,537%
AII
23
AGF Investments Inc
Ontario, Canada
$54.1M +$3.35M +44,508 +5%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$47.2M +$29.7M +394,000 +97%
Truist Financial
25
Truist Financial
North Carolina
$45.6M +$44.6M +592,149 +328%

XLI Hedge Fund Activity: Q1 2020 in Review

676 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2020, worth a combined $6.21B — down 24% from $8.2B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of XLI and 92 opened new positions — a net loss of 73 holders — while 306 trimmed existing stakes and 175 added.

The largest buyer was JP Morgan Chase, adding an estimated $308M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $188M.

  • 676 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2020, down from 762 in Q4 2019.
  • Funds reported $6.21B of State Street Industrial Select Sector SPDR ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 92 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2020 and 165 closed out, a net change of -73 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $308M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $188M sold.

Based on aggregated 13F filings for Q1 2020.