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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
BCA
576
Berman Capital Advisors
Georgia
$406K +$446 +12 +0.1%
SIAS
577
Shine Investment Advisory Services
Colorado
$405K -$4.83K -130 -1%
MWP
578
MYCIO Wealth Partners
Pennsylvania
$405K +$397K +10,676 New
DDC
579
Daniel Devine & Co
Florida
$404K
CL
580
CSS LLC
Illinois
$402K
CTB
581
Country Trust Bank
Illinois
$399K -$126K -3,398 -24%
OCM
582
Orleans Capital Management
Louisiana
$398K -$74.3K -2,000 -16%
FIM
583
Fernwood Investment Management
Massachusetts
$396K -$14.9K -400 -4%
OTC
584
Opera Trading Capital
France
$395K
PAM
585
Peak Asset Management
Colorado
$393K
CWM
586
Concentric Wealth Management
California
$389K
LP
587
LGL Partners
Pennsylvania
$383K
DWM
588
Doyle Wealth Management
Florida
$383K +$104K +2,796 +38%
MC
589
Moors & Cabot
Massachusetts
$374K -$91.3K -2,458 -20%
RW
590
Rand Wealth
Maryland
$374K -$31.2K -840 -8%
FWM
591
Frontier Wealth Management
Missouri
$374K +$366K +9,856 New
ATC
592
Adirondack Trust Company
New York
$372K -$3.34K -90 -0.9%
CA
593
Cornerstone Advisory
Maryland
$368K
MIA
594
MainStreet Investment Advisors
Illinois
$368K +$360K +9,700 New
NHC
595
Nicholas Hoffman & Company
Georgia
$365K -$1.93K -52 -0.5%
GLA
596
Good Life Advisors
Pennsylvania
$364K -$6.39K -172 -2%
PWW
597
Pettyjohn Wood & White
Virginia
$361K -$5.57K -150 -2%
KIG
598
Kessler Investment Group
Indiana
$359K -$15.3K -412 -4%
PWM
599
Patriot Wealth Management
Texas
$356K
QCG
600
Quadrant Capital Group
Ohio
$355K -$39.3K -1,058 -10%

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.