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State Street Energy Select Sector SPDR ETF

724 hedge funds and large institutions have $10.2B invested in State Street Energy Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

8% more capital invested

Capital invested by funds: $9.46B → $10.2B (+$743M)

4.77% more ownership

Funds ownership: 118.65%123.42% (+4.8%)

1% more funds holding

Funds holding: 716724 (+8)

7% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 280

18% less call options, than puts

Call options by funds: $2.56B | Put options by funds: $3.11B

Holders
724
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.05%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M
Name Holding Trade Value Shares
Change
Change in
Stake
KHLMVGHM
226
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$2.31M +$69K +2,120 +3%
KJHP
227
K.J. Harrison & Partners
Ontario, Canada
$2.29M +$1.25M +38,400 +134%
WS
228
Wela Strategies
Georgia
$2.29M +$390K +12,002 +22%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$2.28M +$557K +17,116 +35%
HH
230
Hilltop Holdings
Texas
$2.27M +$10.7K +330 +0.5%
William Blair & Company
231
William Blair & Company
Illinois
$2.23M +$251K +7,708 +13%
ACS
232
Archford Capital Strategies
Illinois
$2.23M -$7.55K -232 -0.4%
SWM
233
Segment Wealth Management
Texas
$2.17M +$1.68M +51,678 +447%
FTI
234
Fiduciary Trust International
Massachusetts
$2.16M -$94.7K -2,910 -4%
CIM
235
Confluence Investment Management
Missouri
$2.15M -$883K -27,130 -30%
MHS
236
M Holdings Securities
Oregon
$2.1M +$9.24K +284 +0.5%
VWM
237
Venturi Wealth Management
Texas
$2.09M +$1M +30,842 +102%
SC
238
Scotia Capital
Ontario, Canada
$2.07M +$405K +12,442 +26%
FNT
239
First National Trust
Pennsylvania
$2.07M -$270K -8,300 -12%
HC
240
Henshaw Capital
Massachusetts
$2.05M
BAC
241
Boys Arnold & Co
North Carolina
$2.03M -$42.3K -1,300 -2%
MBT
242
Monroe Bank & Trust
Michigan
$2M +$145K +4,460 +8%
TCOO
243
Trust Company of Oklahoma
Oklahoma
$2M +$8.33K +256 +0.4%
DP
244
Denver PWM
Colorado
$1.99M +$1.85M +56,856 New
BPCA
245
Bank Pictet & Cie (Asia)
Singapore
$1.98M -$1.2M -37,040 -39%
EDRH
246
Edmond de Rothschild Holding
Switzerland
$1.98M +$24.1K +742 +1%
VFA
247
Voya Financial Advisors
Connecticut
$1.98M -$1.06M -32,618 -36%
AP
248
Appleton Partners
Massachusetts
$1.97M +$55.8K +1,714 +3%
SJIM
249
St. Johns Investment Management
Florida
$1.95M -$13.3K -410 -0.7%
CICI
250
Capital Investment Counsel Inc
North Carolina
$1.93M +$271K +8,320 +17%

XLE Hedge Fund Activity: Q3 2017 in Review

724 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2017, worth a combined $10.2B — up 7.9% from $9.46B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XLE positions and 72 closed out — a net gain of 14 holders — while 261 added to existing stakes and 280 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was Susquehanna International Group, cutting an estimated $129M.

  • 724 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2017, up from 716 in Q2 2017.
  • Funds reported $10.2B of State Street Energy Select Sector SPDR ETF stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 86 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2017 and 72 closed out, a net change of +14 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2017 was Fidelity Investments, an estimated $345M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2017 was Susquehanna International Group, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2017.