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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
IA
476
IndexIQ Advisors
New York
$655K +$578K +15,562 +920%
NFG
477
Nations Financial Group
Iowa
$652K +$27.3K +736 +4%
BSW
478
Buckingham Strategic Wealth
Missouri
$650K -$124K -3,348 -16%
WA
479
WESPAC Advisors
California
$650K +$636K +17,126 New
OSNBOA
480
Old Second National Bank of Aurora
Illinois
$645K +$18.6K +500 +3%
RGNCM
481
R.G. Niederhoffer Capital Management
New York
$645K +$632K +17,000 New
CTC
482
Central Trust Company
Missouri
$642K +$15.5K +416 +3%
BAM
483
Berkshire Asset Management
Pennsylvania
$640K -$81.7K -2,200 -12%
FFG
484
Ford Financial Group
California
$626K +$622K +16,740 New
WWMSC
485
Wagner Wealth Management (South Carolina)
South Carolina
$619K +$262K +7,064 +76%
ACS
486
Archford Capital Strategies
Illinois
$615K -$406K -10,914 -40%
ISL
487
Ingalls & Snyder LLC
New York
$614K +$4.09K +110 +0.7%
PFPT
488
Pinnacle Financial Partners (Tennessee)
Tennessee
$611K -$11.7K -314 -2%
CC
489
Cedar Capital
Illinois
$611K +$111K +2,988 +23%
FMBTD
490
First Midwest Bank Trust Division
Illinois
$610K +$74.8K +2,014 +14%
OIA
491
OneDigital Investment Advisors
Kansas
$609K -$9.04M -243,292 -94%
SBH
492
Segall Bryant & Hamill
Illinois
$605K +$592K +15,942 New
RWMH
493
Riverpoint Wealth Management Holdings
Illinois
$604K +$591K +15,906 New
AWM
494
Avitas Wealth Management
California
$601K +$588K +15,826 New
CHJWM
495
Carlton Hofferkamp & Jenks Wealth Management
Texas
$595K -$22.3K -600 -4%
NCM
496
Narwhal Capital Management
Georgia
$593K +$119K +3,200 +26%
MMG
497
Monetary Management Group
Missouri
$592K +$3.34K +90 +0.6%
FWP
498
FAS Wealth Partners
Kansas
$590K +$77.7K +2,092 +16%
LNC
499
Lincoln National Corp
Pennsylvania
$586K -$75.9K -2,044 -12%
AWA
500
Arete Wealth Advisors
Illinois
$584K -$42.7K -1,148 -7%

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.