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
FWCM
351
Ferguson Wellman Capital Management
Oregon
$913K -$529K -16,250 -38%
Chevy Chase Trust
352
Chevy Chase Trust
Maryland
$912K -$123K -3,778 -12%
NB
353
NBT Bank
New York
$909K -$26.4K -812 -3%
SAM
354
Solaris Asset Management
New York
$901K
SB
355
Simmons Bank
Arkansas
$894K +$42.1K +1,294 +5%
PG
356
Proffitt & Goodson
Tennessee
$891K -$34.5K -1,062 -4%
AWE
357
Avidian Wealth Enterprises
Texas
$889K -$267K -8,194 -24%
LWM
358
Lyell Wealth Management
California
$888K +$49.8K +1,530 +6%
SI
359
Stephens Inc
Arkansas
$885K -$86.9K -2,670 -9%
HJA
360
Hugh Johnson Advisors
New York
$884K
TA
361
Tiedemann Advisors
New York
$883K
JIR
362
James Investment Research
Ohio
$879K -$150K -4,604 -15%
MFW
363
Meristem Family Wealth
Minnesota
$870K
CC
364
Cassaday & Co
Virginia
$869K -$81.8M -2,513,158 -99%
IIA
365
IPG Investment Advisors
California
$868K +$504K +15,486 +157%
SCM
366
Southport Capital Management
Tennessee
$864K -$4.88K -150 -0.6%
CCMD
367
Cypress Capital Management (Delaware)
Delaware
$861K +$4.03K +124 +0.5%
RWA
368
Ropes Wealth Advisors
Massachusetts
$830K -$1.37K -42 -0.2%
ASN
369
Advisory Services Network
Georgia
$826K +$172K +5,288 +28%
BF
370
BOK Financial
Oklahoma
$825K -$113K -3,470 -13%
MC
371
Mathes Company
New York
$805K
SBIA
372
Sheaff Brock Investment Advisors
Indiana
$800K +$262K +8,056 +53%
PNAA
373
Pictet North America Advisors
Switzerland
$792K
CIC
374
Carnegie Investment Counsel
Ohio
$790K -$5.79K -178 -0.8%
WTC
375
WhitTier Trust Company
Nevada
$790K

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.