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State Street Energy Select Sector SPDR ETF

870 hedge funds and large institutions have $9.15B invested in State Street Energy Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 302 increasing their positions, 363 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $9.3B → $9.15B (-$146M)

3% less funds holding

Funds holding: 898870 (-28)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

5.94% less ownership

Funds ownership: 140.29%134.35% (-5.9%)

11% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 111

17% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 363

28% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.5B

Holders
870
Holders Change
-28
Holders Change %
-3.12%
% of All Funds
18.83%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
99
Increased
302
Reduced
363
Closed
111
Calls
$1.07B
Puts
$1.5B
Net Calls
-$426M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
476
Chanos & Company
New York
$527K -$24.4K -760 -5%
BWP
477
Bernardo Wealth Planning
Pennsylvania
$527K +$74K +2,304 +17%
CWM
478
Chesapeake Wealth Management
Virginia
$526K -$50.2K -1,564 -9%
SS
479
Sunbelt Securities
Texas
$524K -$2.31K -72 -0.5%
WCM
480
Weatherstone Capital Management
Colorado
$511K +$64.6K +2,012 +15%
WPW
481
Waldron Private Wealth
Pennsylvania
$509K -$20K -622 -4%
CB
482
Chemical Bank
Michigan
$507K -$19.6K -610 -4%
LF
483
Lantz Financial
Illinois
$501K +$487K +15,148 New
5L
484
55I LLC
Massachusetts
$501K +$487K +15,164 New
FNBT
485
FineMark National Bank & Trust
Florida
$500K +$207K +6,440 +74%
LA
486
Legacy Advisors
Pennsylvania
$498K +$243K +7,552 +100%
AG
487
Appleton Group
Wisconsin
$498K +$483K +15,050 New
NB
488
Nicolet Bankshares
Wisconsin
$495K -$6.42K -200 -1%
ARMC
489
American Research & Management Company
Massachusetts
$495K +$128K +3,996 +36%
BA
490
Ballew Advisors
Mississippi
$494K -$2.7K -84 -0.5%
CIAS
491
Capital Investment Advisory Services
North Carolina
$494K +$29.2K +910 +6%
BAM
492
Berkshire Asset Management
Pennsylvania
$492K -$339K -10,554 -42%
Calamos Advisors
493
Calamos Advisors
Illinois
$490K +$476K +14,810 New
EDRH
494
Edmond de Rothschild Holding
Switzerland
$487K -$583K -18,150 -55%
TNB
495
Thomasville National Bank
Georgia
$486K +$6.17K +192 +1%
SC
496
SouthState Corp
Florida
$484K +$53.3K +1,660 +13%
Credit Agricole
497
Credit Agricole
France
$483K -$17.2K -534 -4%
AF
498
Arrow Financial
New York
$482K -$1.54K -48 -0.3%
JWS
499
Juncture Wealth Strategies
Arizona
$479K -$291K -9,052 -38%
AIC
500
Ameritas Investment Company
Nebraska
$476K -$1.85M -57,726 -80%

XLE Hedge Fund Activity: Q1 2019 in Review

870 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2019, worth a combined $9.15B — down 1.6% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of XLE and 99 opened new positions — a net loss of 12 holders — while 363 trimmed existing stakes and 302 added.

The largest buyer was Barclays, adding an estimated $192M. The largest seller was Fidelity Investments, cutting an estimated $622M.

  • 870 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2019, down from 898 in Q4 2018.
  • Funds reported $9.15B of State Street Energy Select Sector SPDR ETF stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 99 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2019 and 111 closed out, a net change of -12 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2019 was Barclays, an estimated $192M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2019 was Fidelity Investments, an estimated $622M sold.

Based on aggregated 13F filings for Q1 2019.