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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
SFS
526
Sowell Financial Services
Arkansas
$328K -$112K -3,432 -26%
MC
527
Moors & Cabot
Massachusetts
$326K +$50.6K +1,556 +20%
CL
528
CPWM LLC
Washington
$324K
Fiera Capital (Canada)
529
Fiera Capital (Canada)
Quebec, Canada
$317K -$149K -4,590 -33%
WT
530
Whittier Trust
California
$317K
PWW
531
Pettyjohn Wood & White
Virginia
$315K
CWM
532
Confluence Wealth Management
Oregon
$314K -$60K -1,844 -17%
FIM
533
Fernwood Investment Management
Massachusetts
$312K +$37.7K +1,160 +15%
NHC
534
Nicholas Hoffman & Company
Georgia
$311K -$72.9K -2,242 -20%
FA
535
Fagan Associates
New York
$310K -$5.08K -156 -2%
BAS
536
Brown Advisory Securities
Maryland
$305K +$17.3K +532 +6%
BC
537
Brinker Capital
Pennsylvania
$301K +$286K +8,802 New
SEI Investments
538
SEI Investments
Pennsylvania
$298K +$107K +3,292 +61%
LWM
539
Lyons Wealth Management
Florida
$297K -$11.5K -352 -4%
BBA
540
BLB&B Advisors
Pennsylvania
$291K -$52K -1,600 -16%
MBT
541
Montecito Bank & Trust
California
$289K +$6.83K +210 +3%
Zurich Cantonal Bank
542
Zurich Cantonal Bank
Switzerland
$284K +$270K +8,294 New
WP
543
WealthSource Partners
California
$283K -$20.4K -626 -7%
OAM
544
Oppenheimer Asset Management
New York
$282K +$268K +8,248 New
TFA
545
Transamerica Financial Advisors
Florida
$280K -$24.7K -758 -9%
APP
546
Avantax Planning Partners
Iowa
$278K -$42.5K -1,308 -14%
AWM
547
Altavista Wealth Management
North Carolina
$277K
CCM
548
Condor Capital Management
New Jersey
$276K -$30.4K -936 -10%
TW
549
Transform Wealth
Colorado
$275K +$261K +8,028 New
IG
550
ING Group
Netherlands
$274K -$358K -11,000 -58%

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.