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State Street Industrial Select Sector SPDR ETF

1,002 hedge funds and large institutions have $82B invested in State Street Industrial Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 401 increasing their positions, 325 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 325

8% more capital invested

Capital invested by funds: $75.6B → $82B (+$6.37B)

2.97% more ownership

Funds ownership: 80.74%83.71% (+3%)

6% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 87

1% less funds holding

Funds holding: 1,0101,002 (-8)

19% less funds holding in top 10

Funds holding in top 10: 4234 (-8)

35% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.1B

Holders
1,002
Holders Change
-8
Holders Change %
-0.79%
% of All Funds
17.54%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.6%
New
92
Increased
401
Reduced
325
Closed
87
Calls
$1.36B
Puts
$2.1B
Net Calls
-$736M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$67.5B
Bank of America
2
Bank of America
North Carolina
$2.33B -$336M -3,275,178 -12%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.64B +$178M +1,731,500 +12%
Goldman Sachs
4
Goldman Sachs
New York
$965M +$120M +1,164,364 +13%
Morgan Stanley
5
Morgan Stanley
New York
$942M +$50.4M +490,974 +5%
UBS Group
6
UBS Group
Switzerland
$662M +$165M +1,603,628 +31%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$518M -$2M -19,447 -0.4%
Citigroup
8
Citigroup
New York
$512M +$68.4M +665,415 +15%
LPL Financial
9
LPL Financial
California
$379M +$36.6M +356,660 +10%
Wells Fargo
10
Wells Fargo
California
$300M -$16.7M -162,414 -5%
BlackRock
11
BlackRock
New York
$212M -$8.64M -84,145 -4%
Ameriprise
12
Ameriprise
Minnesota
$211M -$46.4M -451,588 -17%
CM
13
Churchill Management
California
$203M +$6.26M +60,891 +3%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$196M -$68.6M -667,807 -25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$182M -$9.84M -95,759 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$181M +$116M +1,125,880 +155%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$168M -$7.05M -68,662 -4%
RJA
18
Raymond James & Associates
Florida
$141M +$10M +97,508 +7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$138M +$11.4M +110,561 +8%
Truist Financial
20
Truist Financial
North Carolina
$138M -$821K -7,989 -0.6%
N
21
Natixis
France
$127M +$134M +1,300,700 New
Fisher Asset Management
22
Fisher Asset Management
Washington
$111M +$5.05M +49,181 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M +$116M +1,132,000 New
CIBC World Market
24
CIBC World Market
Ontario, Canada
$107M -$1.61M -15,673 -1%
Citadel Advisors
25
Citadel Advisors
Florida
$94.9M +$50.8M +494,601 +104%

XLI Hedge Fund Activity: Q3 2021 in Review

1,002 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2021, worth a combined $82B — up 8.4% from $75.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLI positions and 87 closed out — a net gain of 5 holders — while 401 added to existing stakes and 325 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $178M. The largest seller was Prudential plc, cutting an estimated $739M.

  • 1,002 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2021, down from 1,010 in Q2 2021.
  • Funds reported $82B of State Street Industrial Select Sector SPDR ETF stock for Q3 2021, up 8.4% quarter-over-quarter.
  • 92 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2021 and 87 closed out, a net change of +5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $178M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2021 was Prudential plc, an estimated $739M sold.

Based on aggregated 13F filings for Q3 2021.