We are live on ! Find out more
XLE icon

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
PFPT
326
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.05M -$46.3K -1,422 -4%
ACP
327
Arcus Capital Partners
Georgia
$1.04M +$781 +24 +0.1%
PMG
328
ProVise Management Group
Florida
$1.04M -$48.2K -1,482 -5%
FNBOH
329
First National Bank of Hutchinson
Kansas
$1.04M -$6.38K -196 -0.6%
LFPWM
330
Leicht Financial Planning & Wealth Management
New Jersey
$1.04M -$2.32M -71,386 -70%
WAM
331
Weiss Asset Management
Massachusetts
$1.03M +$976K +30,000 New
Cetera Investment Advisers
332
Cetera Investment Advisers
Illinois
$1.02M +$235K +7,224 +32%
JWBC
333
J.W. Burns & Co
New York
$1.02M -$3.32K -102 -0.3%
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$1.02M +$149K +4,594 +18%
GFPC
335
Global Financial Private Capital
Florida
$1.02M +$966K +29,694 New
CHJWM
336
Carlton Hofferkamp & Jenks Wealth Management
Texas
$991K -$58.5K -1,798 -6%
TFCP
337
Twin Focus Capital Partners
Massachusetts
$987K
GIM
338
Goelzer Investment Management
Indiana
$986K -$275K -8,466 -23%
M&T Bank
339
M&T Bank
New York
$986K -$23.6K -726 -2%
SGCA
340
Steel Grove Capital Advisors
Tennessee
$984K +$652K +20,048 +231%
BCFS
341
Butensky & Cohen Financial Security
Florida
$977K +$64.2K +1,972 +7%
DG
342
Davidson & Garrard
Virginia
$971K -$20.9K -642 -2%
NFG
343
Nations Financial Group
Iowa
$960K -$45.8K -1,408 -5%
SI
344
SII Investments
Wisconsin
$955K +$175K +5,374 +24%
CAAS
345
Capital Asset Advisory Services
Michigan
$948K -$1.3K -40 -0.1%
DY
346
Dowling & Yahnke
California
$945K +$26K +798 +3%
TTWM
347
TCV Trust & Wealth Management
Virginia
$941K +$20.4K +628 +2%
ECM
348
Exchange Capital Management
Michigan
$928K -$343K -10,558 -28%
WCM
349
Weatherstone Capital Management
Colorado
$923K +$320K +9,828 +57%
CCT
350
Chemung Canal Trust
New York
$914K -$2.72M -83,504 -76%

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.