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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
WAM
301
Weiss Asset Management
Massachusetts
$1.9M -$401K -10,800 -18%
GA
302
GFS Advisors
Texas
$1.89M +$148K +3,980 +9%
LNB
303
Ledyard National Bank
$1.85M -$8.17K -220 -0.5%
SC
304
Scotia Capital
Ontario, Canada
$1.84M
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$540K +14,538 +44%
HCIA
306
Hochman Cole Investment Advisors
Illinois
$1.81M -$26.5K -712 -1%
CB
307
Commerce Bank
Missouri
$1.81M -$580K -15,614 -25%
SS
308
Simplicity Solutions
Minnesota
$1.8M +$1.76M +47,494 New
IA
309
IFG Advisory
Georgia
$1.77M +$136K +3,672 +9%
WSCM
310
Wellington Shields Capital Management
New York
$1.77M -$63.9K -1,720 -4%
UBG
311
United Bank (Georgia)
Georgia
$1.75M +$194K +5,218 +13%
WCM
312
Windsor Capital Management
Arizona
$1.73M +$53.4K +1,438 +3%
BF
313
BOK Financial
Oklahoma
$1.71M +$433K +11,648 +35%
FNT
314
First National Trust
Pennsylvania
$1.65M +$37.5K +1,008 +2%
SG
315
Swarthmore Group
Pennsylvania
$1.64M -$8.72M -234,750 -84%
DC
316
Davenport & Co
Virginia
$1.63M -$66.8K -1,798 -4%
SCA
317
Sage Capital Advisors
South Dakota
$1.63M +$10.4K +280 +0.7%
BCA
318
Bray Capital Advisors
Florida
$1.63M +$1.07M +28,880 +207%
APA
319
American Portfolios Advisors
New York
$1.63M +$119K +3,208 +8%
CCG
320
Cypress Capital Group
Florida
$1.61M +$1.58M +42,520 New
BPCA
321
Bank Pictet & Cie (Asia)
Singapore
$1.61M -$85.8K -2,310 -5%
LCH
322
Lee Capital Holdings
New York
$1.57M +$1.54M +41,464 New
SCP
323
Syntal Capital Partners
Texas
$1.57M +$185K +4,978 +14%
AIP
324
ARS Investment Partners
New York
$1.57M +$29.4K +790 +2%
Brown Advisory
325
Brown Advisory
Maryland
$1.56M +$88K +2,368 +6%

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.