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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
HR
601
Howe & Rusling
New York
$191K +$20.8K +640 +13%
GBT
602
Grove Bank & Trust
Florida
$183K +$171K +5,266 +6,583%
TWA
603
TCI Wealth Advisors
Arizona
$182K
PFGIA
604
Patriot Financial Group Insurance Agency
Massachusetts
$182K +$8.13K +250 +5%
CTB
605
Country Trust Bank
Illinois
$178K -$15K -460 -8%
PG
606
Patten Group
Tennessee
$177K -$24.2K -744 -13%
BWA
607
BDO Wealth Advisors
Florida
$172K -$21.1K -650 -11%
LPIC
608
LeJeune Puetz Investment Counsel
Michigan
$168K
BTIS
609
BB&T Investment Services
North Carolina
$146K +$70.2K +2,158 +104%
NSIM
610
North Star Investment Management
Illinois
$143K -$105K -3,240 -44%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$143K
FHA
612
First Horizon Advisors
Tennessee
$140K +$92.8K +2,852 +228%
DSC
613
Duncker Streett & Co
Missouri
$134K +$195 +6 +0.2%
TAT
614
TD Ameritrade Trust
Colorado
$133K -$1.15M -35,276 -90%
MCM
615
MV Capital Management
Maryland
$129K -$34.5K -1,060 -22%
ATC
616
Adirondack Trust Company
New York
$124K -$96.3K -2,960 -45%
TCOV
617
Trust Company of Vermont
Vermont
$124K
LIA
618
LS Investment Advisors
Michigan
$122K
GBBWRPM
619
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$121K +$390 +12 +0.3%
HI
620
Hudock Inc
Pennsylvania
$115K -$12K -368 -10%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K -$407K -12,504 -79%
FPFS
622
First Personal Financial Services
North Carolina
$111K
AAP
623
Arax Advisory Partners
Colorado
$107K -$8.13K -250 -7%
AIM
624
Acropolis Investment Management
Missouri
$106K -$10.9K -334 -10%
CAL
625
Capital Advisors Ltd
Ohio
$102K

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.