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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
HC
276
Henshaw Capital
Massachusetts
$2.28M
11A
277
10-15 Associates
New York
$2.27M +$424K +11,418 +24%
BRWA
278
B. Riley Wealth Advisors
Florida
$2.25M +$87.9K +2,366 +4%
CT
279
CPF Texas
Texas
$2.25M +$379K +10,200 +21%
CAC
280
Certified Advisory Corp
Florida
$2.25M +$201K +5,404 +10%
OC
281
Oppenheimer & Co
New York
$2.22M -$981K -26,404 -31%
GIA
282
Granite Investment Advisors
New Hampshire
$2.2M -$183K -4,924 -8%
SJIM
283
St. Johns Investment Management
Florida
$2.15M +$53.7K +1,446 +3%
AMG
284
Asset Management Group
Connecticut
$2.11M -$5.13K -138 -0.2%
BL
285
BFSG LLC
California
$2.09M +$2.04M +55,032 New
DG
286
Delek Group
Israel
$2.07M -$528K -14,204 -21%
KC
287
KHP Capital
Oklahoma
$2.05M +$74K +1,992 +4%
WP
288
WealthSource Partners
California
$2.02M -$1.45M -39,138 -42%
TNAM
289
Terra Nova Asset Management
New York
$2.01M +$170K +4,568 +9%
PWAP
290
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2M -$11.4K -306 -0.6%
SCM
291
SOL Capital Management
Maryland
$2M -$92.9K -2,500 -5%
VM
292
VPR Management
Texas
$1.97M
WA
293
Winfield Associates
Ohio
$1.96M +$715K +19,236 +59%
CICI
294
Capital Investment Counsel Inc
North Carolina
$1.94M -$14.5K -390 -0.8%
Jones Financial Companies
295
Jones Financial Companies
Missouri
$1.93M -$104K -2,788 -5%
KF
296
Krilogy Financial
Missouri
$1.93M -$105K -2,826 -5%
NEPWA
297
New England Private Wealth Advisors
Massachusetts
$1.92M -$17.7K -476 -0.9%
PA
298
Pinnacle Associates
New York
$1.92M +$17.5K +472 +0.9%
IFWM
299
Institute for Wealth Management
Colorado
$1.92M +$148K +3,974 +9%
SAM
300
Scopus Asset Management
New York
$1.9M -$2.63M -70,864 -59%

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.