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State Street Energy Select Sector SPDR ETF

870 hedge funds and large institutions have $9.15B invested in State Street Energy Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 302 increasing their positions, 363 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $9.3B → $9.15B (-$146M)

3% less funds holding

Funds holding: 898870 (-28)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

5.94% less ownership

Funds ownership: 140.29%134.35% (-5.9%)

11% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 111

17% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 363

28% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.5B

Holders
870
Holders Change
-28
Holders Change %
-3.12%
% of All Funds
18.83%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
99
Increased
302
Reduced
363
Closed
111
Calls
$1.07B
Puts
$1.5B
Net Calls
-$426M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Alerus Financial
North Dakota
$1.85M +$1.8M +55,982 New
CICI
252
Capital Investment Counsel Inc
North Carolina
$1.84M -$44.1K -1,374 -2%
FANJ
253
Financial Architects (New Jersey)
New Jersey
$1.84M +$1.66M +51,708 +1,326%
Renaissance Technologies
254
Renaissance Technologies
New York
$1.83M +$1.78M +55,400 New
CB
255
Commerce Bank
Missouri
$1.8M +$268K +8,336 +18%
MMA
256
Miracle Mile Advisors
California
$1.79M -$1.75M -54,502 -50%
CT
257
Cambridge Trust
Massachusetts
$1.79M -$536K -16,686 -24%
IIA
258
IPG Investment Advisors
California
$1.77M +$770K +23,980 +81%
SFSG
259
Stearns Financial Services Group
North Carolina
$1.76M -$10M -311,386 -85%
BCM
260
Bluefin Capital Management
New York
$1.76M +$1.71M +53,326 New
FIB
261
First Interstate Bank
Montana
$1.76M +$25.2K +786 +1%
LCH
262
Lee Capital Holdings
New York
$1.75M -$3.24M -100,862 -66%
AIP
263
ARS Investment Partners
New York
$1.72M +$90.3K +2,810 +6%
HCIA
264
Hochman Cole Investment Advisors
Illinois
$1.72M +$87.9K +2,736 +6%
BI
265
Bramshill Investments
Florida
$1.71M +$870K +27,098 +110%
SFSIG
266
San Francisco Sentry Investment Group
California
$1.68M +$1.58M +49,106 +2,872%
CG
267
Cutler Group
California
$1.67M +$1.63M +50,588 +101,176%
SS
268
Simplicity Solutions
Minnesota
$1.67M -$425K -13,236 -20%
SWP
269
Stratos Wealth Partners
Ohio
$1.67M -$224K -6,976 -12%
SJIM
270
St. Johns Investment Management
Florida
$1.66M +$12.8K +398 +0.8%
PC
271
PointState Capital
New York
$1.66M +$1.61M +50,200 New
WWM
272
Western Wealth Management
Colorado
$1.65M -$197K -6,140 -11%
PWAP
273
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.64M +$12.7K +396 +0.8%
VFA
274
Voya Financial Advisors
Connecticut
$1.63M +$115K +3,568 +8%
VDI
275
Vaughan David Investments
Illinois
$1.63M -$10.5K -326 -0.7%

XLE Hedge Fund Activity: Q1 2019 in Review

870 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2019, worth a combined $9.15B — down 1.6% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of XLE and 99 opened new positions — a net loss of 12 holders — while 363 trimmed existing stakes and 302 added.

The largest buyer was Barclays, adding an estimated $192M. The largest seller was Fidelity Investments, cutting an estimated $622M.

  • 870 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2019, down from 898 in Q4 2018.
  • Funds reported $9.15B of State Street Energy Select Sector SPDR ETF stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 99 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2019 and 111 closed out, a net change of -12 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2019 was Barclays, an estimated $192M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2019 was Fidelity Investments, an estimated $622M sold.

Based on aggregated 13F filings for Q1 2019.