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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
HSA
601
HBK Sorce Advisory
Pennsylvania
$355K +$34.4K +926 +11%
CAN
602
Claraphi Advisory Network
United States
$352K +$74 +2 +0%
Fiera Capital (Canada)
603
Fiera Capital (Canada)
Quebec, Canada
$351K -$3.05K -82 -0.9%
SFG
604
StrategIQ Financial Group
Indiana
$351K +$2.97K +80 +0.9%
Fisher Asset Management
605
Fisher Asset Management
Washington
$350K +$342K +9,214 New
EA
606
Edge Advisors
Georgia
$344K -$15.2K -410 -4%
MFG
607
Merit Financial Group
Georgia
$343K +$336K +9,042 New
CTA
608
Chesley Taft & Associates
Illinois
$342K
PT
609
Plimoth Trust
Massachusetts
$342K +$2.97K +80 +0.9%
CTA
610
Colonial Trust Advisors
South Carolina
$339K +$27.5K +740 +9%
MHS
611
M Holdings Securities
Oregon
$335K +$31K +834 +10%
SFI
612
SPC Financial Inc
Maryland
$332K +$1.41K +38 +0.4%
PWMAG
613
Pinnacle Wealth Management Advisory Group
New Jersey
$328K +$37.2K +1,000 +13%
BCA
614
Bay Colony Advisors
Massachusetts
$328K +$321K +8,646 New
IFAM
615
Institutional & Family Asset Management
Colorado
$325K +$233K +6,282 +277%
CC
616
Chanos & Company
New York
$325K +$318K +8,552 New
WT
617
Whittier Trust
California
$323K
MFW
618
Mosaic Family Wealth
Missouri
$322K -$43.7K -1,176 -12%
SG
619
StoneX Group
New York
$322K +$62.9K +1,694 +25%
SMC
620
Smith, Moore & Co
Missouri
$319K +$72.2K +1,944 +30%
SG
621
Somerset Group
Minnesota
$319K +$312K +8,396 New
VAS
622
Valicenti Advisory Services
New York
$318K -$8.17K -220 -3%
BBA
623
BLB&B Advisors
Pennsylvania
$317K -$5.57K -150 -2%
CHA
624
Carmichael Hill & Associates
Maryland
$315K
PV
625
Private Vista
Illinois
$313K +$29.9K +806 +11%

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.