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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
CCM
626
Condor Capital Management
New Jersey
$312K +$4.76K +128 +2%
AWM
627
Altavista Wealth Management
North Carolina
$308K
HPC
628
Hobart Private Capital
North Carolina
$307K +$301K +8,098 New
DSC
629
Duncker Streett & Co
Missouri
$300K +$30.1K +810 +11%
BWA
630
BDO Wealth Advisors
Florida
$300K +$126K +3,398 +75%
NAM
631
NTV Asset Management
West Virginia
$299K +$520 +14 +0.2%
HWA
632
HCR Wealth Advisors
California
$297K +$223 +6 +0.1%
MAM
633
Meeder Asset Management
Ohio
$296K +$62.6K +1,686 +28%
CASB
634
Cape Ann Savings Bank
Massachusetts
$294K +$291K +7,820 New
HCM
635
Hollencrest Capital Management
California
$292K -$403K -10,842 -58%
SFC
636
SYM Financial Corp
Indiana
$292K
SCC
637
Spring Creek Capital
Kansas
$292K +$286K +7,700 New
SFA
638
Sequoia Financial Advisors
Ohio
$290K +$284K +7,636 New
Daiwa Securities Group
639
Daiwa Securities Group
Japan
$289K -$186K -5,000 -40%
ATC
640
Argent Trust Co
Tennessee
$289K -$1.49K -40 -0.5%
NP
641
Ninepoint Partners
Ontario, Canada
$289K
SC
642
Solstein Capital
California
$289K +$282K +7,600 New
CG
643
Caprock Group
Idaho
$287K +$3.27K +88 +1%
FA
644
Fagan Associates
New York
$287K +$16.8K +452 +6%
APP
645
Avantax Planning Partners
Iowa
$286K -$192K -5,162 -41%
GEA
646
Glen Eagle Advisors
New Jersey
$285K +$58.3K +1,570 +26%
BMC
647
Beaton Management Company
Massachusetts
$281K -$22.3K -600 -8%
LA
648
Legacy Advisors
Pennsylvania
$281K +$219K +5,898 +394%
LBC
649
Lowe Brockenbrough & Co
Virginia
$280K
TSWM
650
Triangle Securities Wealth Management
North Carolina
$275K

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.