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State Street Energy Select Sector SPDR ETF

851 hedge funds and large institutions have $11.8B invested in State Street Energy Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 292 increasing their positions, 272 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

18% more funds holding

Funds holding: 724851 (+127)

16% more capital invested

Capital invested by funds: $10.2B → $11.8B (+$1.61B)

7.37% more ownership

Funds ownership: 123.42%130.79% (+7.4%)

8% more call options, than puts

Call options by funds: $2.63B | Put options by funds: $2.43B

7% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 272

Holders
851
Holders Change
+127
Holders Change %
+17.54%
% of All Funds
19.3%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
194
Increased
292
Reduced
272
Closed
63
Calls
$2.63B
Puts
$2.43B
Net Calls
+$203M
Net Calls Change
+$748M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
626
James Investment Research
Ohio
$294K -$604K -17,540 -68%
AWM
627
Altavista Wealth Management
North Carolina
$293K
CCM
628
Condor Capital Management
New Jersey
$290K -$1.79K -52 -0.6%
BMC
629
Beaton Management Company
Massachusetts
$289K
ACM
630
Alpha Capital Management
Texas
$289K +$275K +7,994 New
BFC
631
Blue Fin Capital
Rhode Island
$288K -$61.5K -1,788 -18%
CASB
632
Cape Ann Savings Bank
Massachusetts
$286K +$273K +7,920 New
GI
633
Gradient Investments
Minnesota
$284K -$72.6K -2,110 -21%
TW
634
Transform Wealth
Colorado
$283K -$6.68K -194 -2%
MMA
635
Miracle Mile Advisors
California
$283K +$270K +7,840 New
OAM
636
Oppenheimer Asset Management
New York
$282K
SFC
637
SYM Financial Corp
Indiana
$282K +$269K +7,812 New
AWM
638
AE Wealth Management
Kansas
$280K -$279K -8,092 -51%
CG
639
Caprock Group
Idaho
$280K +$5.3K +154 +2%
GIA
640
Guyasuta Investment Advisors
Pennsylvania
$279K +$266K +7,720 New
DWM
641
Doyle Wealth Management
Florida
$278K -$9.36K -272 -3%
PWMAG
642
Pinnacle Wealth Management Advisory Group
New Jersey
$276K -$2.75K -80 -1%
LBC
643
Lowe Brockenbrough & Co
Virginia
$276K +$11.7K +340 +5%
WDL
644
Well Done LLC
Michigan
$276K +$263K +7,630 New
EWA
645
EP Wealth Advisors
California
$271K +$258K +7,500 New
WPW
646
Waldron Private Wealth
Pennsylvania
$269K -$16.7K -484 -6%
AIP
647
Ahrens Investment Partners
Louisiana
$266K +$27.9K +810 +12%
TSWM
648
Triangle Securities Wealth Management
North Carolina
$264K -$6.54K -190 -3%
SFI
649
SPC Financial Inc
Maryland
$263K +$6.88K +200 +3%
EGA
650
Eagle Global Advisors
Texas
$261K -$322K -9,356 -56%

XLE Hedge Fund Activity: Q4 2017 in Review

851 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2017, worth a combined $11.8B — up 16% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new XLE positions and 63 closed out — a net gain of 131 holders — while 292 added to existing stakes and 272 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $121M. The largest seller was Bank of America, cutting an estimated $149M.

  • 851 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2017, up from 724 in Q3 2017.
  • Funds reported $11.8B of State Street Energy Select Sector SPDR ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 194 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2017 and 63 closed out, a net change of +131 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2017 was Balentine LLC, an estimated $121M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2017 was Bank of America, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2017.