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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
SIC
451
Sigma Investment Counselors
Michigan
$495K +$149K +4,566 +46%
PAI
452
Pittenger & Anderson Inc
Nebraska
$490K -$57.9K -1,780 -11%
ACM
453
Aviance Capital Management
Florida
$485K +$461K +14,170 New
GG
454
Gofen & Glossberg
Illinois
$483K +$8.46K +260 +2%
Allianz Asset Management
455
Allianz Asset Management
Germany
$479K +$455K +14,000 New
JWA
456
JFS Wealth Advisors
Pennsylvania
$477K -$8.91K -274 -2%
PAS
457
Partnervest Advisory Services
California
$474K -$1.43K -44 -0.3%
FTS
458
Fifth Third Securities
Ohio
$473K +$14.2K +436 +3%
BWM
459
BigSur Wealth Management
Florida
$466K -$170K -5,218 -28%
OCM
460
Orleans Capital Management
Louisiana
$463K -$4.88K -150 -1%
FHA
461
Flagship Harbor Advisors
Massachusetts
$462K -$178K -5,458 -29%
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$462K
KA
463
Kovack Advisors
Florida
$457K -$143K -4,396 -25%
FWP
464
FAS Wealth Partners
Kansas
$456K +$4.55K +140 +1%
SAM
465
Summit Asset Management
Tennessee
$454K
LFG
466
LifePlan Financial Group
Ohio
$453K -$38.5K -1,184 -8%
FMBTD
467
First Midwest Bank Trust Division
Illinois
$452K -$1.18M -36,156 -73%
MMG
468
Monetary Management Group
Missouri
$452K
RW
469
Rand Wealth
Maryland
$452K
VAS
470
Valicenti Advisory Services
New York
$452K
GRP
471
Global Retirement Partners
California
$451K +$14.1K +432 +3%
RJT
472
Raymond James Trust
Florida
$449K +$61.8K +1,900 +17%
NCM
473
Narwhal Capital Management
Georgia
$445K -$651K -20,000 -61%
BC
474
Bartlett & Co
Ohio
$444K
TCM
475
Telos Capital Management
California
$442K +$29.7K +912 +8%

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.