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State Street Energy Select Sector SPDR ETF

876 hedge funds and large institutions have $12.9B invested in State Street Energy Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

26% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 276

21% more funds holding in top 10

Funds holding in top 10: 4858 (+10)

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$2B)

7.69% more ownership

Funds ownership: 126.48%134.17% (+7.7%)

6% more funds holding

Funds holding: 827876 (+49)

11% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.11B

Holders
876
Holders Change
+49
Holders Change %
+5.93%
% of All Funds
20.05%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.33%
New
129
Increased
347
Reduced
276
Closed
73
Calls
$1.88B
Puts
$2.11B
Net Calls
-$224M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$3.4M -$8.62K -232 -0.3%
MCM
227
Murphy Capital Management
New Jersey
$3.37M +$228K +6,138 +7%
CAN
228
Cetera Advisor Networks
California
$3.36M -$54.8K -1,474 -2%
SPC
229
Sigma Planning Corp
Michigan
$3.34M +$217K +5,844 +7%
WIM
230
Westside Investment Management
California
$3.3M -$257K -6,928 -7%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$3.3M -$827K -22,258 -20%
JFM
232
Jackson Financial Management
California
$3.29M +$110K +2,972 +4%
1832 Asset Management
233
1832 Asset Management
Ontario, Canada
$3.23M +$2.77M +74,650 +3,659%
VFA
234
Voya Financial Advisors
Connecticut
$3.23M +$185K +4,976 +6%
GH
235
GAM Holding
Switzerland
$3.23M -$2.05M -55,200 -39%
EWM
236
Endurance Wealth Management
Rhode Island
$3.22M +$11.1K +300 +0.4%
PP
237
Paloma Partners
Connecticut
$3.16M -$11.2M -301,060 -78%
HA
238
Hamel Associates
New Jersey
$3.13M -$578K -15,550 -16%
TEE
239
Tibra Equities Europe
United Kingdom
$3.11M +$3.04M +81,802 New
TFA
240
Toth Financial Advisory
Virginia
$3.08M +$375K +10,102 +14%
MBT
241
Monroe Bank & Trust
Michigan
$3.08M +$982K +26,436 +48%
ACM
242
Ashford Capital Management
Delaware
$3.06M +$3M +80,654 New
UAS
243
United Asset Strategies
New York
$3.04M +$1.14M +30,802 +63%
QFA
244
Quattro Financial Advisors
Texas
$2.99M -$382K -10,272 -11%
WS
245
Wela Strategies
Georgia
$2.99M +$350K +9,418 +14%
HBT
246
Hills Bank & Trust
Iowa
$2.98M -$209K -5,620 -7%
FC
247
FCA Corp
Texas
$2.97M +$8.47K +228 +0.3%
SSWM
248
Sheets Smith Wealth Management
North Carolina
$2.94M +$74 +2 +0%
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
$2.89M +$2M +53,930 +243%
DCM
250
Donaldson Capital Management
Indiana
$2.86M +$1.09M +29,250 +63%

XLE Hedge Fund Activity: Q2 2018 in Review

876 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2018, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XLE positions and 73 closed out — a net gain of 56 holders — while 347 added to existing stakes and 276 trimmed.

The largest buyer was Quantitative Investment Management, adding an estimated $216M. The largest seller was Altshuler Shaham, cutting an estimated $121M.

  • 876 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2018, up from 827 in Q1 2018.
  • Funds reported $12.9B of State Street Energy Select Sector SPDR ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 129 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2018 and 73 closed out, a net change of +56 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2018 was Quantitative Investment Management, an estimated $216M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2018 was Altshuler Shaham, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2018.