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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
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$350K -$525K -15,332 -61%
HB
477
Homrich & Berg
Georgia
$349K +$274 +8 +0.1%
BBA
478
BLB&B Advisors
Pennsylvania
$346K -$6.85K -200 -2%
LSA
479
L & S Advisors
California
$343K +$333K +9,714 New
SAM
480
Summit Asset Management
Tennessee
$340K
SCM
481
Sterneck Capital Management
Missouri
$338K -$18.5K -540 -5%
SAM
482
SignalPoint Asset Management
Missouri
$338K +$41.1K +1,200 +14%
WI
483
Wintrust Investments
Illinois
$335K -$13.2K -386 -4%
WB
484
WesBanco Bank
West Virginia
$329K -$1.99K -58 -0.6%
FTS
485
Fifth Third Securities
Ohio
$324K +$2.95K +86 +0.9%
WP
486
WealthSource Partners
California
$324K +$79.5K +2,320 +34%
WI
487
WrapManager Inc
California
$321K -$8.43K -246 -3%
JHIU
488
Janus Henderson Investors US
Colorado
$320K -$305K -8,900 -50%
PWW
489
Pettyjohn Wood & White
Virginia
$320K
AG
490
Appleton Group
Wisconsin
$318K +$49K +1,430 +19%
AIA
491
Allegis Investment Advisors
Idaho
$315K -$204K -5,962 -40%
CFC
492
Coyle Financial Counsel
Illinois
$313K -$21.4K -626 -7%
SS
493
Sunbelt Securities
Texas
$313K -$4.18K -122 -1%
RJT
494
Raymond James Trust
Florida
$312K -$10.1K -296 -3%
TSWM
495
Triangle Securities Wealth Management
North Carolina
$311K -$4.73K -138 -2%
MMPW
496
Mitchell McLeod Pugh & Williams
Alabama
$311K
JIC
497
Joel Isaacson & Co
New York
$306K +$1.1K +32 +0.4%
JCM
498
Jacobi Capital Management
Pennsylvania
$304K -$93.9K -2,740 -24%
YP
499
Yellowstone Partners
Idaho
$304K -$89.8K -2,622 -23%
WT
500
Whittier Trust
California
$302K -$71.8K -2,096 -20%

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.