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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
IFA
501
Interactive Financial Advisors
Illinois
$476K +$43.9K +1,368 +11%
MIM
502
Marco Investment Management
Georgia
$474K -$3.21K -100 -0.7%
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$471K -$580K -18,060 -56%
FCFC
504
First Commonwealth Financial Corp
Pennsylvania
$471K -$26.9K -838 -6%
MMG
505
Monetary Management Group
Missouri
$469K +$9.64K +300 +2%
PMFA
506
Plante Moran Financial Advisors
Michigan
$468K +$30.9K +962 +7%
SBIA
507
Sheaff Brock Investment Advisors
Indiana
$464K -$2.18K -68 -0.5%
NA
508
NewEdge Advisors
Louisiana
$452K -$5.72K -178 -1%
EWA
509
Exencial Wealth Advisors
Oklahoma
$451K -$31.9K -992 -7%
PAS
510
Partnervest Advisory Services
California
$447K +$160K +4,992 +58%
FFG
511
Ford Financial Group
California
$446K -$642 -20 -0.1%
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$446K
FWP
513
FAS Wealth Partners
Kansas
$443K +$2.76K +86 +0.6%
DLCIG
514
D.L. Carlson Investment Group
New Hampshire
$440K -$19.3K -600 -4%
SCP
515
Silverleafe Capital Partners
Tennessee
$433K +$257 +8 +0.1%
WI
516
Wintrust Investments
Illinois
$433K +$27K +840 +7%
JCM
517
Jacobi Capital Management
Pennsylvania
$430K -$52K -1,620 -11%
AIIMS
518
Analyst IMS Investment Management Services
Israel
$429K -$3.21K -100 -0.8%
BC
519
Bartlett & Co
Ohio
$429K
KA
520
Kovack Advisors
Florida
$429K +$30.4K +946 +8%
BCWM
521
Bartlett & Co Wealth Management
Ohio
$429K
IC
522
Iconiq Capital
California
$428K +$3.15K +98 +0.8%
LNC
523
Lincoln National Corp
Pennsylvania
$428K +$42.7K +1,328 +11%
WJA
524
Williams Jones & Associates
New York
$425K +$3.4K +106 +0.8%
SFS
525
Sowell Financial Services
Arkansas
$423K -$132K -4,100 -24%

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.