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
RPG
501
Risk Paradigm Group
Texas
$379K +$96.7K +2,972 +37%
SBWM
502
Sunflower Bank Wealth Management
Arizona
$372K -$40.3K -1,240 -10%
CT
503
Cambridge Trust
Massachusetts
$367K -$19.5K -600 -5%
PCM
504
Parsons Capital Management
Rhode Island
$367K +$16.3K +500 +5%
1832 Asset Management
505
1832 Asset Management
Ontario, Canada
$366K
IA
506
IndexIQ Advisors
New York
$364K -$162K -4,984 -32%
CL
507
CSS LLC
Illinois
$363K
PAG
508
Pinnacle Advisory Group
Maryland
$363K +$4.95K +152 +1%
FUBT
509
First United Bank & Trust
Maryland
$362K -$23.4K -720 -6%
SIAS
510
Shine Investment Advisory Services
Colorado
$358K -$47.4K -1,456 -12%
RWMH
511
Riverpoint Wealth Management Holdings
Illinois
$357K -$4.42K -136 -1%
RG
512
Rikoon Group
New Mexico
$356K +$29.3K +900 +9%
CWM
513
Concentric Wealth Management
California
$351K
CCT
514
Country Club Trust
Missouri
$351K +$58.2K +1,790 +21%
WSCM
515
Wellington Shields Capital Management
New York
$350K +$26K +800 +8%
AC
516
Abbrea Capital
California
$350K +$60.8K +1,870 +22%
LP
517
LGL Partners
Pennsylvania
$345K
GI
518
Gradient Investments
Minnesota
$342K -$90.9K -2,794 -22%
PFS
519
Prospera Financial Services
Texas
$339K -$73.1K -2,246 -18%
CIAS
520
Capital Investment Advisory Services
North Carolina
$336K +$38.8K +1,192 +14%
BFC
521
Blue Fin Capital
Rhode Island
$334K -$78.7K -2,420 -20%
CA
522
Cornerstone Advisory
Maryland
$333K +$66K +2,030 +26%
SFP
523
Shepherd Financial Partners
Massachusetts
$332K -$20.1K -618 -6%
DIA
524
Denver Investment Advisors
Colorado
$332K +$10.3K +316 +3%
TFF
525
The Family Firm
Maryland
$332K +$316K +9,704 New

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.