We are live on ! Find out more
XLE icon

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
FFM
376
Fullerton Fund Management
Singapore
$1.06M
ICM
377
Ionic Capital Management
New York
$1.06M +$1.04M +28,000 New
SCA
378
Snowden Capital Advisors
New York
$1.06M +$149K +4,008 +17%
ST
379
Sabal Trust
Florida
$1.05M +$137K +3,684 +15%
TTWM
380
TCV Trust & Wealth Management
Virginia
$1.04M +$16.8K +452 +2%
SAM
381
Silvercrest Asset Management
New York
$1.03M -$788K -21,216 -44%
FHA
382
Flagship Harbor Advisors
Massachusetts
$1.03M +$510K +13,714 +103%
JWBC
383
J.W. Burns & Co
New York
$1.02M +$22.7K +610 +2%
NFG
384
Next Financial Group
Texas
$991K -$207K -5,582 -18%
MBT
385
Montecito Bank & Trust
California
$988K +$18.9K +508 +2%
DBRC
386
D.B. Root & Company
Pennsylvania
$982K +$541K +14,564 +129%
CIC
387
Carnegie Investment Counsel
Ohio
$981K -$23K -620 -2%
CCM
388
Canal Capital Management
Virginia
$975K +$954K +25,688 New
RCAG
389
Rehmann Capital Advisory Group
Michigan
$975K +$415K +11,172 +57%
Q
390
QVR
California
$966K +$535K +14,392 +130%
MFW
391
Meristem Family Wealth
Minnesota
$965K
MA
392
Mutual Advisors
Nebraska
$965K +$52.2K +1,404 +6%
NB
393
NBT Bank
New York
$964K -$76.1K -2,048 -7%
EDRH
394
Edmond de Rothschild Holding
Switzerland
$958K -$209K -5,632 -18%
JWS
395
Juncture Wealth Strategies
Arizona
$953K -$25K -674 -3%
SI
396
Stephens Inc
Arkansas
$951K -$32.8K -884 -3%
EC
397
Estate Counselors
Wisconsin
$947K -$20.8K -560 -2%
AW
398
ACG Wealth
Georgia
$945K -$12.9K -346 -1%
HJA
399
Hugh Johnson Advisors
New York
$945K
SCM
400
Southport Capital Management
Tennessee
$941K -$16.7K -450 -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.