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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
MIM
426
Marco Investment Management
Georgia
$864K +$115K +3,090 +16%
CF
427
Centaurus Financial
California
$863K +$668K +17,990 +380%
SIC
428
Sigma Investment Counselors
Michigan
$862K +$28.2K +760 +3%
CCMD
429
Cypress Capital Management (Delaware)
Delaware
$852K +$2.6K +70 +0.3%
CFB
430
Cullen/Frost Bankers
Texas
$849K -$108K -2,906 -12%
SBWM
431
Sunflower Bank Wealth Management
Arizona
$840K -$579K -15,596 -41%
EWA
432
Exencial Wealth Advisors
Oklahoma
$836K -$27.9K -750 -3%
LWM
433
Lyons Wealth Management
Florida
$829K +$32.8K +884 +4%
AG
434
Appleton Group
Wisconsin
$828K +$810K +21,812 New
AFP
435
Ausdal Financial Partners
Iowa
$827K +$113K +3,036 +16%
MCM
436
MAI Capital Management
Ohio
$817K -$14.4K -388 -2%
PFT
437
Providence First Trust
Arizona
$817K +$800K +21,522 New
GRP
438
Global Retirement Partners
California
$802K -$3.05K -82 -0.4%
WEC
439
Winslow Evans & Crocker
Massachusetts
$802K +$769K +20,696 +5,174%
GKWIM
440
Gerber Kawasaki Wealth & Investment Management
California
$794K +$789K +21,246 New
MCM
441
Manchester Capital Management
Vermont
$791K
FWCM
442
Ferguson Wellman Capital Management
Oregon
$772K +$5.2K +140 +0.7%
CB
443
Chemical Bank
Michigan
$763K +$21.3K +574 +3%
BA
444
Ballew Advisors
Mississippi
$762K -$1.92M -51,620 -72%
JCM
445
Jacobi Capital Management
Pennsylvania
$760K +$10.3K +276 +1%
SC
446
Sovarnum Capital
New York
$759K +$743K +20,000 New
TSS
447
Two Sigma Securities
New York
$755K -$1.8M -48,396 -71%
Nomura Asset Management
448
Nomura Asset Management
Japan
$754K
WI
449
Wintrust Investments
Illinois
$754K +$60.2K +1,620 +9%
LFASL
450
Lugano Financial Advisors SA (LFA)
Switzerland
$754K +$743K +20,000 New

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.