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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
PMFA
426
Plante Moran Financial Advisors
Michigan
$565K -$72.5K -2,228 -12%
AF
427
Arrow Financial
New York
$562K -$7.94K -244 -1%
FNBT
428
FineMark National Bank & Trust
Florida
$561K -$31.2K -958 -6%
CTC
429
Central Trust Company
Missouri
$559K -$62.2K -1,912 -10%
BAM
430
Berkshire Asset Management
Pennsylvania
$550K +$16.9K +518 +3%
FPCP
431
Fort Point Capital Partners
California
$545K -$235K -7,216 -31%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$544K -$473K -14,550 -48%
AWM
433
AE Wealth Management
Kansas
$542K +$52.8K +1,622 +11%
SS
434
Sunbelt Securities
Texas
$533K +$134K +4,108 +36%
SG
435
StoneX Group
New York
$523K -$116K -3,572 -19%
GCMG
436
Gyroscope Capital Management Group
Florida
$521K -$130K -3,986 -21%
BHB
437
Bank Hapoalim BM
Israel
$520K +$28.4K +874 +6%
JG
438
Jefferies Group
New York
$519K -$928K -28,526 -65%
Credit Agricole
439
Credit Agricole
France
$518K
MWM
440
Merriman Wealth Management
Washington
$517K -$8.07K -248 -2%
PAM
441
Peak Asset Management
Colorado
$516K +$40.7K +1,250 +9%
DDC
442
Daniel Devine & Co
Florida
$515K +$45.5K +1,400 +10%
KIG
443
Kessler Investment Group
Indiana
$512K -$10.4K -320 -2%
AIIMS
444
Analyst IMS Investment Management Services
Israel
$512K
BFA
445
Beaumont Financial Advisors
Massachusetts
$508K -$31.5K -968 -6%
CPP
446
Crow Point Partners
Massachusetts
$508K +$158K +4,846 +48%
NB
447
Nicolet Bankshares
Wisconsin
$506K
MA
448
MUFG Americas
New York
$505K +$25.2K +776 +6%
WB
449
WesBanco Bank
West Virginia
$498K -$21.6K -664 -4%
TNB
450
Thomasville National Bank
Georgia
$497K -$24K -738 -5%

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.