We are live on ! Find out more
XLE icon

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
V
26
Veritable
Delaware
$109M -$27.6K -742 -0%
AllianceBernstein
27
AllianceBernstein
Tennessee
$108M +$106M +2,852,380 New
PI
28
Putnam Investments
Massachusetts
$105M +$80.4M +2,164,748 +362%
CSIA
29
Charles Schwab Investment Advisory
California
$101M -$3.43M -92,308 -3%
BlackRock
30
BlackRock
New York
$98.7M -$10.3K -278 -0%
Northern Trust
31
Northern Trust
Illinois
$88.8M -$1.27M -34,170 -1%
BPC
32
Banque Pictet & Cie
Switzerland
$83.7M -$10.8M -290,496 -12%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$74.9M +$39.7M +1,069,624 +118%
Bessemer Group
34
Bessemer Group
New Jersey
$73.8M +$6.33M +170,390 +10%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$68.4M +$23.2M +624,666 +53%
KC
36
Kepos Capital
New York
$66.6M +$12.9M +346,408 +25%
N
37
Natixis
France
$64.2M -$55.7M -1,499,006 -47%
UBS AM
38
UBS AM
Illinois
$59.5M +$40.2M +1,081,622 +223%
WKKFT
39
W.K. Kellogg Foundation Trust
Michigan
$58.4M
MIFH
40
Migdal Insurance & Financial Holdings
Israel
$53.3M -$56.6M -1,524,328 -52%
UCFA
41
United Capital Financial Advisors
Texas
$49.1M +$4.72M +127,086 +11%
CC
42
Carlson Capital
Texas
$49M +$89.2K +2,400 +0.2%
Barclays
43
Barclays
United Kingdom
$48M -$50.5M -1,359,380 -52%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$47.6M -$13.9M -373,360 -23%
MIH
45
Meitav Investment House
Israel
$46.6M -$11.1M -297,740 -19%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$46.5M -$62.7K -1,688 -0.1%
SCM
47
Stevens Capital Management
Pennsylvania
$45.7M +$44.7M +1,202,800 New
TAS
48
TIFF Advisory Services
Pennsylvania
$43.5M -$1.11M -29,920 -3%
RMC
49
Regis Management Company
California
$41.8M -$1.88M -50,616 -4%
RJA
50
Raymond James & Associates
Florida
$41.6M +$2.31M +62,174 +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.