We are live on ! Find out more
XLE icon

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
PFA
476
Paradigm Financial Advisors
Missouri
$440K -$30.5K -938 -7%
EFS
477
Essex Financial Services
Connecticut
$438K -$431K -13,256 -51%
CAM
478
Concorde Asset Management
Michigan
$437K +$178K +5,460 +75%
GS
479
Girard Securities
California
$433K +$325 +10 +0.1%
BRM
480
Boston Research & Management
Massachusetts
$433K +$111K +3,400 +37%
BCM
481
Bluefin Capital Management
New York
$433K +$411K +12,632 New
Verition Fund Management
482
Verition Fund Management
Connecticut
$431K +$409K +12,582 New
X
483
Xponance
Pennsylvania
$428K -$2M -61,570 -83%
IC
484
InterOcean Capital
Illinois
$425K -$648K -19,932 -62%
SBL
485
Sargent Bickham Lagudis
Colorado
$417K +$295K +9,056 +290%
EWM
486
Edge Wealth Management
New York
$415K -$758K -23,290 -66%
BCA
487
Benchmark Capital Advisors
New York
$405K
CFA
488
Carroll Financial Associates
North Carolina
$404K -$12.7K -390 -3%
AR
489
Advisory Research
Illinois
$403K
MIM
490
Marco Investment Management
Georgia
$403K +$45.5K +1,400 +14%
HWA
491
HCR Wealth Advisors
California
$401K +$8.13K +250 +2%
SCCM
492
Schafer Cullen Capital Management
New York
$400K +$380K +11,682 New
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$397K -$3.12K -96 -0.8%
IFS
494
Ifrah Financial Services
Arkansas
$394K +$374K +11,492 New
AA
495
Apriem Advisors
California
$393K +$42.3K +1,300 +13%
VF
496
Virtu Financial
New York
$390K -$322K -9,890 -46%
AIA
497
Allegis Investment Advisors
Idaho
$384K -$74.2K -2,280 -17%
WG
498
Welch Group
Alabama
$384K +$365K +11,216 New
CWM
499
Cornerstone Wealth Management
Missouri
$381K -$78.1K -2,400 -18%
CCM
500
Coldstream Capital Management
Washington
$380K +$4.1K +126 +1%

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.