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State Street Energy Select Sector SPDR ETF

870 hedge funds and large institutions have $9.15B invested in State Street Energy Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 302 increasing their positions, 363 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $9.3B → $9.15B (-$146M)

3% less funds holding

Funds holding: 898870 (-28)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

5.94% less ownership

Funds ownership: 140.29%134.35% (-5.9%)

11% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 111

17% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 363

28% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.5B

Holders
870
Holders Change
-28
Holders Change %
-3.12%
% of All Funds
18.83%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
99
Increased
302
Reduced
363
Closed
111
Calls
$1.07B
Puts
$1.5B
Net Calls
-$426M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
376
HWG Holdings
Texas
$896K +$871K +27,108 New
KPW
377
Kore Private Wealth
New York
$890K +$119K +3,702 +16%
FNBOH
378
First National Bank of Hutchinson
Kansas
$888K -$15.4K -480 -2%
KJWM
379
Kiley Juergens Wealth Management
Washington
$888K +$138K +4,282 +19%
RGNCM
380
R.G. Niederhoffer Capital Management
New York
$886K +$861K +26,800 New
DCC
381
Dow Chemical Company
Michigan
$882K -$5.48M -170,690 -86%
BWM
382
BigSur Wealth Management
Florida
$873K
AWM
383
Altavista Wealth Management
North Carolina
$859K +$78.9K +2,456 +10%
UR
384
USCA RIA
Texas
$858K -$117K -3,630 -12%
FFN
385
Focus Financial Network
Minnesota
$855K +$831K +25,872 New
AIA
386
Avalon Investment & Advisory
Texas
$853K +$169K +5,248 +26%
MFW
387
Meristem Family Wealth
Minnesota
$840K
M&T Bank
388
M&T Bank
New York
$834K +$152K +4,734 +23%
CAG
389
Crestwood Advisors Group
Massachusetts
$833K -$249K -7,750 -24%
HJA
390
Hugh Johnson Advisors
New York
$830K
SCM
391
SCS Capital Management
Massachusetts
$826K -$6.3M -196,046 -89%
CMO
392
Covenant Multifamily Offices
Texas
$826K
LNB
393
Ledyard National Bank
$824K -$644K -20,058 -45%
JWBC
394
J.W. Burns & Co
New York
$811K -$6.42K -200 -0.8%
EVM
395
Eaton Vance Management
Massachusetts
$809K -$584K -18,172 -43%
TC
396
TownSquare Capital
Utah
$800K +$778K +24,210 New
TFS
397
Thoroughbred Financial Services
Tennessee
$799K +$776K +24,164 New
NCM
398
Narwhal Capital Management
Georgia
$793K +$209K +6,508 +37%
FTS
399
Fifth Third Securities
Ohio
$792K +$113K +3,520 +17%
MAFM
400
Mid Atlantic Financial Management
Pennsylvania
$765K +$199K +6,204 +37%

XLE Hedge Fund Activity: Q1 2019 in Review

870 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2019, worth a combined $9.15B — down 1.6% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of XLE and 99 opened new positions — a net loss of 12 holders — while 363 trimmed existing stakes and 302 added.

The largest buyer was Barclays, adding an estimated $192M. The largest seller was Fidelity Investments, cutting an estimated $622M.

  • 870 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2019, down from 898 in Q4 2018.
  • Funds reported $9.15B of State Street Energy Select Sector SPDR ETF stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 99 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2019 and 111 closed out, a net change of -12 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2019 was Barclays, an estimated $192M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2019 was Fidelity Investments, an estimated $622M sold.

Based on aggregated 13F filings for Q1 2019.