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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
GXMC
501
Global X Management Company
New York
$583K +$570K +15,352 New
CC
502
Cassaday & Co
Virginia
$575K -$19.5K -526 -3%
Credit Agricole
503
Credit Agricole
France
$575K
RJT
504
Raymond James Trust
Florida
$574K +$40.8K +1,098 +8%
AF
505
Arrow Financial
New York
$568K -$30.5K -822 -5%
IG
506
ING Group
Netherlands
$562K +$550K +14,800 New
TPSF
507
Texas Permanent School Fund
Texas
$561K +$143K +3,844 +35%
TNB
508
Thomasville National Bank
Georgia
$559K +$35.1K +946 +7%
TCM
509
Telos Capital Management
California
$555K +$2.3K +62 +0.4%
BSAM
510
Blue Sky Asset Management
Colorado
$554K -$7.09M -190,848 -93%
BCP
511
Blackhawk Capital Partners
Wisconsin
$554K +$542K +14,588 New
ZIG
512
Zurich Insurance Group
Switzerland
$553K -$99.5K -2,678 -16%
ATFA
513
All Terrain Financial Advisors
Minnesota
$551K -$68.7K -1,848 -11%
EFS
514
Essex Financial Services
Connecticut
$550K -$397K -10,672 -42%
Geode Capital Management
515
Geode Capital Management
Massachusetts
$550K
CA
516
Clearstead Advisors
Ohio
$550K +$7.43K +200 +1%
HNB
517
Huntington National Bank
Ohio
$549K -$46.8K -1,260 -8%
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K +$77.7K +2,090 +18%
FIB
519
First Interstate Bank
Montana
$527K +$382K +10,268 +285%
CWM
520
Chesapeake Wealth Management
Virginia
$520K -$37.5K -1,008 -7%
CAAS
521
Capital Asset Advisory Services
Michigan
$520K -$26.4K -710 -5%
PG
522
Proffitt & Goodson
Tennessee
$518K -$47.4K -1,276 -9%
GP
523
Greenline Partners
New York
$518K +$506K +13,630 New
WJA
524
Williams Jones & Associates
New York
$517K -$27.1K -728 -5%
AAC
525
Acorn Advisory Capital
New York
$516K +$505K +13,600 New

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.