We are live on ! Find out more
XLE icon

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
Toronto Dominion Bank
551
Toronto Dominion Bank
Ontario, Canada
$474K +$235K +6,334 +103%
IFA
552
Interactive Financial Advisors
Illinois
$473K +$256K +6,900 +124%
BCA
553
Benchmark Capital Advisors
New York
$472K +$29.7K +800 +7%
UFF
554
USA Financial Formulas
Michigan
$467K -$10.8K -290 -2%
RMAM
555
Raab & Moskowitz Asset Management
New Jersey
$462K +$149K +4,004 +49%
RC
556
Roundview Capital
New Jersey
$455K +$446 +12 +0.1%
PFA
557
Paradigm Financial Advisors
Missouri
$452K +$12.5K +336 +3%
BWM
558
BigSur Wealth Management
Florida
$451K -$743K -20,000 -63%
SFM
559
Signet Financial Management
New Jersey
$451K +$27.6K +744 +7%
ZIM
560
Zacks Investment Management
Illinois
$451K +$52.1K +1,402 +13%
DWM
561
Dynasty Wealth Management
Florida
$449K +$440K +11,838 New
SAM
562
Summit Asset Management
Tennessee
$447K -$8.17K -220 -2%
AR
563
Advisory Research
Illinois
$447K
AWA
564
ARS Wealth Advisors
Florida
$446K +$437K +11,750 New
RFO
565
RiverGlades Family Offices
Florida
$439K +$6.32K +170 +1%
SFS
566
Sowell Financial Services
Arkansas
$439K +$84.3K +2,270 +24%
RIA
567
Regal Investment Advisors
Michigan
$436K -$312K -8,404 -42%
PA
568
Parallel Advisors
California
$434K +$23.5K +632 +6%
LFPWM
569
Leicht Financial Planning & Wealth Management
New Jersey
$431K -$42.6K -1,146 -9%
ISB
570
Iowa State Bank
Iowa
$431K
FUBT
571
First United Bank & Trust
Maryland
$422K +$14.5K +390 +4%
ST
572
Smithfield Trust
Pennsylvania
$421K -$161K -4,342 -28%
GG
573
Gofen & Glossberg
Illinois
$418K -$70.6K -1,900 -15%
KCM
574
Kanawha Capital Management
Virginia
$417K
BAS
575
Brown Advisory Securities
Maryland
$414K -$117K -3,162 -22%

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.