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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
TFF
526
The Family Firm
Maryland
$515K +$110K +2,956 +28%
LWCFA
527
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$513K
UR
528
USCA RIA
Texas
$512K +$49.4K +1,330 +11%
MA
529
MUFG Americas
New York
$509K -$83.8K -2,256 -14%
PAI
530
Pittenger & Anderson Inc
Nebraska
$508K +$23K +620 +5%
ECM
531
Exchange Capital Management
Michigan
$501K -$24K -646 -5%
OAM
532
Oppenheimer Asset Management
New York
$499K +$33.1K +892 +7%
EWM
533
Edge Wealth Management
New York
$499K +$93.3K +2,510 +24%
NB
534
Nicolet Bankshares
Wisconsin
$497K
AWM
535
AE Wealth Management
Kansas
$496K +$241K +6,486 +99%
RPG
536
Risk Paradigm Group
Texas
$494K +$72.7K +1,956 +18%
1WA
537
180 Wealth Advisors
Washington
$494K +$484K +13,018 New
AIIMS
538
Analyst IMS Investment Management Services
Israel
$493K -$53.9K -1,450 -10%
BCWM
539
Bartlett & Co Wealth Management
Ohio
$492K
BC
540
Bartlett & Co
Ohio
$492K
AF
541
Advisornet Financial
Minnesota
$487K -$157K -4,226 -25%
FNBT
542
FineMark National Bank & Trust
Florida
$487K -$72.6K -1,954 -13%
CAM
543
CenterStar Asset Management
Illinois
$484K
LFG
544
LifePlan Financial Group
Ohio
$483K
WSTAM
545
Wilbanks Smith & Thomas Asset Management
Virginia
$480K +$470K +12,644 New
CCMW
546
Cypress Capital Management (Wyoming)
Wyoming
$478K +$4.09K +110 +0.9%
KA
547
Kovack Advisors
Florida
$476K -$422K -11,370 -48%
VC
548
Vicus Capital
Pennsylvania
$475K -$54.3K -1,462 -10%
PMFA
549
Plante Moran Financial Advisors
Michigan
$474K -$6.69K -180 -1%
SEI Investments
550
SEI Investments
Pennsylvania
$474K +$152K +4,092 +49%

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.