We are live on ! Find out more
XLE icon

State Street Energy Select Sector SPDR ETF

647 hedge funds and large institutions have $8.83B invested in State Street Energy Select Sector SPDR ETF in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 222 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 58

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

7% more capital invested

Capital invested by funds: $8.26B → $8.83B (+$575M)

4% more funds holding

Funds holding: 622647 (+25)

8% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 242

1.64% less ownership

Funds ownership: 127.78%126.14% (-1.6%)

31% less call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.68B

Holders
647
Holders Change
+25
Holders Change %
+4.02%
% of All Funds
17.26%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.09%
New
94
Increased
222
Reduced
242
Closed
58
Calls
$1.17B
Puts
$1.68B
Net Calls
-$514M
Net Calls Change
-$374M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
526
Adirondack Trust Company
New York
$232K -$3.3K -100 -1%
KFA
527
Kelleher Financial Advisors
New York
$218K +$211K +6,396 New
LIM
528
Leavell Investment Management
Alabama
$217K +$210K +6,360 New
PG
529
Patten Group
Tennessee
$216K -$3.37K -102 -2%
NCA
530
New Century Advisors
Maryland
$212K -$858K -26,000 -81%
Truist Financial
531
Truist Financial
North Carolina
$211K -$132K -3,990 -39%
PAA
532
Peregrine Asset Advisers
Oregon
$211K -$16.5K -500 -7%
CTB
533
Country Trust Bank
Illinois
$209K -$289K -8,760 -59%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$209K +$6.14K +186 +3%
LA
535
Lynch & Associates
Indiana
$208K +$201K +6,100 New
MIM
536
Macroview Investment Management
Maryland
$207K -$100K -3,032 -33%
ASN
537
Advisory Services Network
Georgia
$193K +$4.09K +124 +2%
IWMPD
538
Integrated Wealth Management (Palm Desert)
California
$192K -$14.8K -448 -7%
CAL
539
Capital Advisors Ltd
Ohio
$178K
TWA
540
TCI Wealth Advisors
Arizona
$172K
WP
541
WealthPLAN Partners
Nebraska
$159K +$227K +6,866 New
VHAM
542
Van Hulzen Asset Management
California
$151K
VCM
543
Versant Capital Management
Arizona
$151K +$147K +4,444 New
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$146K +$3.5K +106 +3%
PFBT
545
Parkside Financial Bank & Trust
Missouri
$145K +$9.04K +274 +7%
HI
546
Hudock Inc
Pennsylvania
$144K -$31.7K -960 -18%
EWM
547
Evercore Wealth Management
New York
$142K +$8.58K +260 +7%
AIM
548
Acropolis Investment Management
Missouri
$140K
FPFS
549
First Personal Financial Services
North Carolina
$123K
CCMW
550
Cypress Capital Management (Wyoming)
Wyoming
$120K -$491K -14,880 -81%

XLE Hedge Fund Activity: Q2 2016 in Review

647 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2016, worth a combined $8.83B — up 7% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new XLE positions and 58 closed out — a net gain of 36 holders — while 222 added to existing stakes and 242 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $164M. The largest seller was Goldman Sachs, cutting an estimated $137M.

  • 647 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2016, up from 622 in Q1 2016.
  • Funds reported $8.83B of State Street Energy Select Sector SPDR ETF stock for Q2 2016, up 7% quarter-over-quarter.
  • 94 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2016 and 58 closed out, a net change of +36 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2016 was William Blair Investment Management, an estimated $164M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2016 was Goldman Sachs, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2016.