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State Street Energy Select Sector SPDR ETF

870 hedge funds and large institutions have $9.15B invested in State Street Energy Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 302 increasing their positions, 363 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $9.3B → $9.15B (-$146M)

3% less funds holding

Funds holding: 898870 (-28)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

5.94% less ownership

Funds ownership: 140.29%134.35% (-5.9%)

11% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 111

17% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 363

28% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.5B

Holders
870
Holders Change
-28
Holders Change %
-3.12%
% of All Funds
18.83%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
99
Increased
302
Reduced
363
Closed
111
Calls
$1.07B
Puts
$1.5B
Net Calls
-$426M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
C
576
Cerebellum
California
$329K +$39.6K +1,232 +14%
SIA
577
Strategic Investment Advisors
Michigan
$328K -$20.1K -626 -6%
SFI
578
SPC Financial Inc
Maryland
$324K +$51.4K +1,600 +20%
VAG
579
VisionPoint Advisory Group
Texas
$323K -$4.37K -136 -1%
PFPT
580
Pinnacle Financial Partners (Tennessee)
Tennessee
$321K +$5.14K +160 +2%
CWM
581
CCG Wealth Management
California
$321K +$16.1K +500 +5%
CA
582
Cornerstone Advisory
Maryland
$320K
AGA
583
Arkos Global Advisors
Texas
$318K -$4.05K -126 -1%
LBD
584
Landsberg Bennett & Dubbaneh
Florida
$318K +$310K +9,644 New
ECM
585
Exchange Capital Management
Michigan
$317K -$8.99K -280 -3%
UCMOK
586
United Capital Management of KS
Kansas
$316K -$132K -4,116 -30%
KLCM
587
KG&L Capital Management
Louisiana
$314K +$10.7K +334 +4%
BCM
588
Boltwood Capital Management
California
$313K -$298K -9,274 -50%
OLA
589
Oliver Luxxe Assets
New Jersey
$313K +$37.8K +1,178 +14%
VAS
590
Vestmark Advisory Solutions
Massachusetts
$310K +$301K +9,370 New
CB
591
Community Bank
New York
$309K +$52K +1,620 +21%
HFS
592
HL Financial Services
Kentucky
$307K -$97.4K -3,032 -25%
PAI
593
Pittenger & Anderson Inc
Nebraska
$306K -$964 -30 -0.3%
Verition Fund Management
594
Verition Fund Management
Connecticut
$306K +$298K +9,270 New
I
595
IberiaBank
Louisiana
$304K -$69.5K -2,162 -19%
CP
596
Camelot Portfolios
Ohio
$304K +$17.2K +534 +6%
CA
597
Clearstead Advisors
Ohio
$302K
EIA
598
Eldridge Investment Advisors
New Hampshire
$302K +$64 +2 +0%
ISL
599
Ingalls & Snyder LLC
New York
$301K -$111K -3,460 -28%
AWA
600
Arete Wealth Advisors
Illinois
$300K -$207K -6,444 -42%

XLE Hedge Fund Activity: Q1 2019 in Review

870 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2019, worth a combined $9.15B — down 1.6% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of XLE and 99 opened new positions — a net loss of 12 holders — while 363 trimmed existing stakes and 302 added.

The largest buyer was Barclays, adding an estimated $192M. The largest seller was Fidelity Investments, cutting an estimated $622M.

  • 870 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2019, down from 898 in Q4 2018.
  • Funds reported $9.15B of State Street Energy Select Sector SPDR ETF stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 99 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2019 and 111 closed out, a net change of -12 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2019 was Barclays, an estimated $192M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2019 was Fidelity Investments, an estimated $622M sold.

Based on aggregated 13F filings for Q1 2019.