We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

1,187 hedge funds and large institutions have $15.6B invested in State Street Industrial Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 397 increasing their positions, 405 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 78

14% more capital invested

Capital invested by funds: $13.7B → $15.6B (+$1.9B)

9% more funds holding

Funds holding: 1,0861,187 (+101)

6.09% more ownership

Funds ownership: 93.69%99.78% (+6.1%)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

2% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 405

51% less call options, than puts

Call options by funds: $2.55B | Put options by funds: $5.23B

Holders
1,187
Holders Change
+101
Holders Change %
+9.3%
% of All Funds
17.31%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
195
Increased
397
Reduced
405
Closed
78
Calls
$2.55B
Puts
$5.23B
Net Calls
-$2.68B
Net Calls Change
-$1.14B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.83B -$338M -3,218,960 -17%
Morgan Stanley
2
Morgan Stanley
New York
$1.64B +$659M +6,277,963 +78%
Goldman Sachs
3
Goldman Sachs
New York
$1.31B -$274M -2,613,505 -18%
Wells Fargo
4
Wells Fargo
California
$591M +$15.7M +149,725 +3%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$586M +$304M +2,901,138 +130%
JP Morgan Chase
6
JP Morgan Chase
New York
$554M -$119M -1,138,308 -19%
UBS Group
7
UBS Group
Switzerland
$518M +$131M +1,245,386 +38%
Citigroup
8
Citigroup
New York
$467M -$7.73M -73,636 -2%
LPL Financial
9
LPL Financial
California
$414M -$19M -181,309 -5%
Barclays
10
Barclays
United Kingdom
$396M +$42.7M +406,586 +13%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$349M -$140M -1,333,929 -30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$342M
N
13
Natixis
France
$319M -$117K -1,116 -0%
Fisher Asset Management
14
Fisher Asset Management
Washington
$300M -$13.2M -125,975 -5%
Ameriprise
15
Ameriprise
Minnesota
$265M +$20.4M +194,478 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$222M +$15.1M +144,149 +8%
MIH
17
Meitav Investment House
Israel
$195M +$84.5M +805,113 +89%
CM
18
Churchill Management
California
$185M -$12.5M -118,688 -7%
BlackRock
19
BlackRock
New York
$134M +$12.2M +116,330 +11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$125M -$465K -4,431 -0.4%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$120M +$13.8M +131,800 +14%
RJA
22
Raymond James & Associates
Florida
$115M +$3.96M +37,728 +4%
HIIFS
23
Harel Insurance Investments & Financial Services
Israel
$111M +$16.4M +155,872 +19%
FMI
24
Factory Mutual Insurance
Massachusetts
$102M +$29.7M +283,200 +46%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$101M +$13.6M +129,878 +17%

XLI Hedge Fund Activity: Q4 2023 in Review

1,187 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2023, worth a combined $15.6B — up 14% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new XLI positions and 78 closed out — a net gain of 117 holders — while 397 added to existing stakes and 405 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $659M. The largest seller was Bank of America, cutting an estimated $338M.

  • 1,187 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2023, up from 1,086 in Q3 2023.
  • Funds reported $15.6B of State Street Industrial Select Sector SPDR ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 195 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2023 and 78 closed out, a net change of +117 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $659M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2023 was Bank of America, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2023.