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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
SFP
351
Shepherd Financial Partners
Massachusetts
$1.34M +$142K +3,834 +12%
ABC
352
Associated Banc-Corp
Wisconsin
$1.34M +$25.3K +682 +2%
MM
353
Main Management
California
$1.33M
CCM
354
Cribstone Capital Management
Maine
$1.32M +$34.5K +928 +3%
VF
355
Virtu Financial
New York
$1.31M -$13.3M -356,628 -91%
BS
356
Boenning & Scattergood
Pennsylvania
$1.31M +$1.29M +34,600 New
NEAM
357
New England Asset Management
Connecticut
$1.3M
BCFS
358
Butensky & Cohen Financial Security
Florida
$1.28M +$44.3K +1,192 +4%
NCM
359
Nelson Capital Management
California
$1.27M -$79.5K -2,140 -6%
AFS
360
Access Financial Services
Minnesota
$1.26M -$669K -17,996 -35%
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$1.23M -$384K -10,342 -24%
AIM
362
Advantage Investment Management
Iowa
$1.23M -$76.8K -2,068 -6%
WIC
363
Woodmont Investment Counsel
Tennessee
$1.21M -$612K -16,470 -34%
EVM
364
Eaton Vance Management
Massachusetts
$1.21M -$1.07M -28,846 -48%
TWM
365
Torch Wealth Management
Ohio
$1.17M -$55.7K -1,500 -5%
CCM
366
Chilton Capital Management
Texas
$1.17M -$27.6K -742 -2%
Marshall Wace
367
Marshall Wace
United Kingdom
$1.16M -$2.08M -56,046 -65%
TFCP
368
Twin Focus Capital Partners
Massachusetts
$1.14M -$43K -1,158 -4%
MCM
369
MV Capital Management
Maryland
$1.14M +$1.1M +29,656 +11,149%
RG
370
Rikoon Group
New Mexico
$1.11M +$292K +7,850 +37%
GIM
371
Goelzer Investment Management
Indiana
$1.1M +$43.7K +1,176 +4%
PCP
372
Proficio Capital Partners
Massachusetts
$1.08M
DWT
373
Dorsey & Whitney Trust
South Dakota
$1.08M +$1.06M +28,396 New
Cetera Investment Advisers
374
Cetera Investment Advisers
Illinois
$1.08M -$427K -11,486 -29%
FNBOH
375
First National Bank of Hutchinson
Kansas
$1.07M -$18.6K -500 -2%

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.