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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
CTA
601
Chesley Taft & Associates
Illinois
$298K
BPM
602
Bowling Portfolio Management
Ohio
$296K -$37.6K -1,172 -12%
YIA
603
YHB Investment Advisors
Connecticut
$296K +$3.85K +120 +1%
CTA
604
Colonial Trust Advisors
South Carolina
$295K -$26.3K -820 -8%
PV
605
Private Vista
Illinois
$295K +$43K +1,338 +18%
FLPIM
606
F.L. Putnam Investment Management
Massachusetts
$294K -$389K -12,108 -58%
ECG
607
Edge Capital Group
Georgia
$292K -$222K -6,910 -44%
NEPWA
608
New England Private Wealth Advisors
Massachusetts
$289K +$1.28K +40 +0.5%
PA
609
Parallel Advisors
California
$285K -$51.3K -1,596 -16%
AAIM
610
Asset Advisors Investment Management
Georgia
$284K -$117K -3,650 -30%
WEC
611
Winslow Evans & Crocker
Massachusetts
$284K +$262K +8,152 +2,038%
WDL
612
Well Done LLC
Michigan
$283K -$2.18K -68 -0.8%
KIG
613
Kessler Investment Group
Indiana
$283K +$5.01K +156 +2%
Mercer Global Advisors
614
Mercer Global Advisors
Colorado
$282K +$274K +8,524 New
HA
615
Hamel Associates
New Jersey
$281K -$695K -21,650 -72%
MCM
616
MAI Capital Management
Ohio
$281K -$34.3K -1,068 -11%
VC
617
Vicus Capital
Pennsylvania
$280K -$82.5K -2,568 -23%
MWP
618
MYCIO Wealth Partners
Pennsylvania
$280K -$62.6K -1,950 -19%
WPSG
619
Wealth & Pension Services Group
Georgia
$279K -$29.2K -908 -10%
SG
620
Somerset Group
Minnesota
$279K -$3.21K -100 -1%
BAS
621
Brown Advisory Securities
Maryland
$279K +$514 +16 +0.2%
DP
622
Dearborn Partners
Illinois
$277K
AFNAS
623
American Financial Network Advisory Services
California
$276K -$1.59M -49,390 -86%
BBA
624
BLB&B Advisors
Pennsylvania
$276K
NNP
625
Nachman Norwood & Parrott
South Carolina
$274K -$8.03K -250 -3%

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.