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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
CB
401
Chemical Bank
Michigan
$666K -$17.2K -530 -3%
WI
402
Wintrust Investments
Illinois
$658K +$81.3K +2,498 +15%
RC
403
Roundview Capital
New Jersey
$654K -$2.24M -68,882 -78%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$653K +$156K +4,788 +34%
EA
405
Edge Advisors
Georgia
$648K -$424K -13,044 -41%
CW
406
Cobiz Wealth
Colorado
$645K -$114K -3,500 -16%
KHLMTHM
407
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$643K
HCM
408
Hollencrest Capital Management
California
$636K +$604K +18,566 New
Koshinski Asset Management
409
Koshinski Asset Management
Illinois
$633K -$18.2K -558 -3%
IH
410
IFC Holdings
Florida
$628K +$37.6K +1,156 +7%
Brown Advisory
411
Brown Advisory
Maryland
$625K -$6.64K -204 -1%
DLCIG
412
D.L. Carlson Investment Group
New Hampshire
$623K -$3.25K -100 -0.5%
MTIM
413
Marathon Trading Investment Management
Pennsylvania
$616K -$2.29M -70,400 -80%
WS
414
Wedbush Securities
California
$615K +$39.7K +1,220 +7%
B
415
Bailard
California
$615K +$315K +9,698 +117%
AL
416
Aspiriant LLC
California
$607K -$445K -13,690 -44%
LCM
417
Lucas Capital Management
New Jersey
$607K +$107K +3,292 +23%
PA
418
Parallel Advisors
California
$604K -$52.8K -1,622 -9%
SSG
419
Summit Securities Group
New York
$603K +$299K +9,200 +110%
BCM
420
Boltwood Capital Management
California
$595K -$4.88K -150 -0.9%
RBC
421
Roble Belko & Company
Pennsylvania
$585K -$86.9K -2,672 -14%
IP
422
Intellectus Partners
California
$575K +$156K +4,802 +40%
EGA
423
Eagle Global Advisors
Texas
$568K -$42K -1,290 -7%
OSNBOA
424
Old Second National Bank of Aurora
Illinois
$566K -$65.8K -2,024 -11%
Mariner
425
Mariner
Kansas
$565K -$116K -3,560 -18%

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.