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State Street Industrial Select Sector SPDR ETF

963 hedge funds and large institutions have $15.8B invested in State Street Industrial Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 415 increasing their positions, 253 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 82

64% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 253

21% more capital invested

Capital invested by funds: $13B → $15.8B (+$2.79B)

10% more funds holding in top 10

Funds holding in top 10: 4954 (+5)

7% more funds holding

Funds holding: 896963 (+67)

0.25% less ownership

Funds ownership: 80.38%80.13% (-0.25%)

47% less call options, than puts

Call options by funds: $737M | Put options by funds: $1.39B

Holders
963
Holders Change
+67
Holders Change %
+7.48%
% of All Funds
16.91%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
0.95%
New
163
Increased
415
Reduced
253
Closed
82
Calls
$737M
Puts
$1.39B
Net Calls
-$649M
Net Calls Change
-$313M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.76B +$448M +4,886,958 +21%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.43B +$392M +4,276,519 +42%
Morgan Stanley
3
Morgan Stanley
New York
$852M +$42.7M +466,760 +6%
Goldman Sachs
4
Goldman Sachs
New York
$741M +$17.6M +192,559 +3%
PP
5
Prudential plc
United Kingdom
$570M -$324M -3,539,761 -38%
UBS Group
6
UBS Group
Switzerland
$542M -$125M -1,365,528 -20%
Citigroup
7
Citigroup
New York
$462M +$108M +1,183,789 +34%
Wells Fargo
8
Wells Fargo
California
$378M +$50.5M +551,310 +17%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$361M +$319M +3,485,997 +1,938%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$327M +$237M +2,589,308 +352%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$313M +$38.7M +422,276 +15%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$313M -$20.6M -224,870 -7%
LPL Financial
13
LPL Financial
California
$306M +$48M +524,376 +20%
Truist Financial
14
Truist Financial
North Carolina
$290M +$64.4M +702,920 +31%
BlackRock
15
BlackRock
New York
$246M -$45.7M -499,044 -17%
RJA
16
Raymond James & Associates
Florida
$225M +$29.2M +319,331 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$212M +$32M +350,000 +19%
CM
18
Churchill Management
California
$190M +$73.4M +801,741 +71%
Ameriprise
19
Ameriprise
Minnesota
$190M +$13.2M +144,158 +8%
N
20
Natixis
France
$178M -$27.6M -301,312 -14%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$169M -$94.2M -1,028,901 -38%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$167M +$155M +1,694,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$154M +$23.2M +252,967 +19%
WA
24
WestEnd Advisors
North Carolina
$149M +$31.2M +340,836 +29%
SGI
25
Swan Global Investments
Colorado
$105M -$17.3M -188,502 -15%

XLI Hedge Fund Activity: Q1 2021 in Review

963 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2021, worth a combined $15.8B — up 21% from $13B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new XLI positions and 82 closed out — a net gain of 81 holders — while 415 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $448M. The largest seller was Prudential plc, cutting an estimated $324M.

  • 963 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2021, up from 896 in Q4 2020.
  • Funds reported $15.8B of State Street Industrial Select Sector SPDR ETF stock for Q1 2021, up 21% quarter-over-quarter.
  • 163 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2021 and 82 closed out, a net change of +81 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2021 was Bank of America, an estimated $448M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2021 was Prudential plc, an estimated $324M sold.

Based on aggregated 13F filings for Q1 2021.