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State Street Energy Select Sector SPDR ETF

670 hedge funds and large institutions have $9.86B invested in State Street Energy Select Sector SPDR ETF in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 48

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

12% more capital invested

Capital invested by funds: $8.83B → $9.86B (+$1.03B)

4.38% more ownership

Funds ownership: 126.14%130.52% (+4.4%)

4% more funds holding

Funds holding: 647670 (+23)

13% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 259

29% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.66B

Holders
670
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
17.88%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1.23%
New
82
Increased
225
Reduced
259
Closed
48
Calls
$1.88B
Puts
$2.66B
Net Calls
-$781M
Net Calls Change
-$268M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
426
Sigma Investment Counselors
Michigan
$495K +$48.2K +1,406 +11%
FANJ
427
Financial Architects (New Jersey)
New Jersey
$489K -$264K -7,694 -36%
DDC
428
Daniel Devine & Co
Florida
$482K -$137K -4,000 -23%
LWCFA
429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$477K -$4.11K -120 -0.9%
MA
430
MUFG Americas
New York
$475K -$14K -410 -3%
Cetera Investment Advisers
431
Cetera Investment Advisers
Illinois
$475K +$55.1K +1,608 +14%
PCP
432
Proficio Capital Partners
Massachusetts
$466K -$685K -20,000 -60%
AWE
433
Avidian Wealth Enterprises
Texas
$461K -$4.95M -144,606 -92%
BC
434
Bartlett & Co
Ohio
$458K -$5.14K -150 -1%
WG
435
Welch Group
Alabama
$458K +$445K +12,984 New
GG
436
Gofen & Glossberg
Illinois
$457K -$3.43K -100 -0.8%
RIA
437
Regal Investment Advisors
Michigan
$457K +$39K +1,138 +10%
WEC
438
Winslow Evans & Crocker
Massachusetts
$453K -$10.8K -316 -2%
1SB
439
1ST Source Bank
Indiana
$446K +$1.71K +50 +0.4%
IH
440
IFC Holdings
Florida
$440K -$92.8K -2,708 -18%
JFGIW
441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$437K -$198K -5,774 -32%
MMA
442
Miracle Mile Advisors
California
$435K +$49.7K +1,450 +13%
AWM
443
Altavista Wealth Management
North Carolina
$429K +$170K +4,976 +69%
CFA
444
Carroll Financial Associates
North Carolina
$428K +$37.1K +1,082 +10%
WA
445
WFG Advisors
Texas
$427K +$113K +3,300 +38%
BFC
446
Blue Fin Capital
Rhode Island
$426K
BUB
447
BBVA USA Bancshares
Texas
$421K -$34.4K -1,004 -8%
LNB
448
Ledyard National Bank
$419K -$12.7K -370 -3%
AL
449
Aspiriant LLC
California
$416K -$2.45M -71,642 -86%
AR
450
Advisory Research
Illinois
$415K

XLE Hedge Fund Activity: Q3 2016 in Review

670 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2016, worth a combined $9.86B — up 12% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XLE positions and 48 closed out — a net gain of 34 holders — while 225 added to existing stakes and 259 trimmed.

The largest buyer was Bank of America, adding an estimated $443M. The largest seller was William Blair Investment Management, cutting an estimated $203M.

  • 670 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2016, up from 647 in Q2 2016.
  • Funds reported $9.86B of State Street Energy Select Sector SPDR ETF stock for Q3 2016, up 12% quarter-over-quarter.
  • 82 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2016 and 48 closed out, a net change of +34 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2016 was Bank of America, an estimated $443M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2016 was William Blair Investment Management, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2016.