We are live on ! Find out more
XLE icon

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
First Manhattan
651
First Manhattan
New York
$47K
FWM
652
Focused Wealth Management
New York
$46K +$260 +8 +0.6%
RE
653
RBC Europe
United Kingdom
$45.9K +$43.6K +1,340 New
BBPWM
654
Blue Bell Private Wealth Management
Pennsylvania
$43K +$65 +2 +0.2%
TDC
655
Thompson Davis & Co
Virginia
$43K +$8.13K +250 +25%
TCM
656
Tradewinds Capital Management
Washington
$41K +$455 +14 +1%
YWP
657
YorkBridge Wealth Partners
New York
$39K +$13K +400 +54%
TFO
658
Tarbox Family Office
California
$38K
BRC
659
Bell Rock Capital
Delaware
$37K -$7.16K -220 -17%
LYV
660
Live Your Vision
Pennsylvania
$37K +$455 +14 +1%
BWM
661
Baystate Wealth Management
Massachusetts
$35K
CFD
662
Creative Financial Designs
Indiana
$34K -$3.77K -116 -11%
ClearBridge Investments
663
ClearBridge Investments
New York
$34K
SQA
664
Simon Quick Advisors
New Jersey
$34K
AA
665
AlphaMark Advisors
Kentucky
$33K +$3.9K +120 +14%
MFBTD
666
MB Financial Bank - Trust Department
Illinois
$32K -$82.4K -2,534 -73%
SFG
667
SevenBridge Financial Group
Pennsylvania
$31K
SMG
668
Spectrum Management Group
Indiana
$31K +$29.4K +904 New
NIC
669
Northwest Investment Counselors
Oregon
$31K +$29.9K +918 New
DPA
670
Delphi Private Advisors
California
$30K
ST
671
Smithfield Trust
Pennsylvania
$29K
APSP
672
Asset Planning Services (Pennsylvania)
Pennsylvania
$28K +$13.3K +410 +102%
M
673
MOTCO
Texas
$27K +$17.9K +550 +241%
VCM
674
Vigilant Capital Management
Maine
$26K +$6.51K +200 +36%
AFIA
675
America First Investment Advisors
Nebraska
$25K

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.