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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
RWA
401
Ropes Wealth Advisors
Massachusetts
$941K
WSFS
402
Wilmington Savings Fund Society
Delaware
$939K -$93.9K -2,526 -9%
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$937K +$256K +6,900 +39%
RT
404
Rockland Trust
Massachusetts
$934K -$218K -5,878 -19%
Mariner
405
Mariner
Kansas
$926K +$232K +6,250 +34%
WB
406
WesBanco Bank
West Virginia
$920K -$177K -4,776 -16%
CAM
407
Concorde Asset Management
Michigan
$914K +$565K +15,198 +171%
AS
408
Altshuler Shaham
Israel
$911K -$121M -3,251,388 -99%
I
409
IberiaBank
Louisiana
$905K +$504K +13,576 +132%
CCM
410
Covington Capital Management
California
$904K
Two Sigma Advisers
411
Two Sigma Advisers
New York
$901K -$103M -2,768,400 -99%
TFA
412
Transamerica Financial Advisors
Florida
$898K +$23.7K +638 +3%
WTC
413
WhitTier Trust Company
Nevada
$898K +$27.9K +750 +3%
IWM
414
IHT Wealth Management
Illinois
$897K -$38.9K -1,046 -4%
MC
415
Mathes Company
New York
$892K
DY
416
Dowling & Yahnke
California
$890K -$88.9K -2,392 -9%
RWA
417
RGT Wealth Advisors
Texas
$890K +$16.6K +448 +2%
WS
418
Wedbush Securities
California
$887K +$13.7K +368 +2%
PA
419
Probity Advisors
Texas
$886K -$16.1K -432 -2%
Chevy Chase Trust
420
Chevy Chase Trust
Maryland
$879K
IFS
421
Ifrah Financial Services
Arkansas
$876K +$394K +10,606 +85%
SAM
422
Silphium Asset Management
United Kingdom
$873K +$855K +23,000 New
AL
423
Aspiriant LLC
California
$873K +$229K +6,158 +37%
PNAA
424
Pictet North America Advisors
Switzerland
$872K
M&T Bank
425
M&T Bank
New York
$870K +$49.2K +1,324 +6%

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.