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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
AIP
651
Ahrens Investment Partners
Louisiana
$274K +$10.2K +274 +4%
SHIM
652
Stone House Investment Management
Pennsylvania
$271K +$265K +7,128 New
CB
653
Community Bank
New York
$270K +$40.1K +1,080 +18%
IC
654
InterOcean Capital
Illinois
$269K -$66.1K -1,780 -20%
WDL
655
Well Done LLC
Michigan
$269K -$19.9K -536 -7%
AMM
656
American Money Management
California
$268K +$3.72K +100 +1%
SWM
657
SeaCrest Wealth Management
New York
$267K -$3.05M -82,034 -92%
RIM
658
Rampart Investment Management
Connecticut
$267K +$261K +7,034 New
JGC
659
J. Goldman & Co
New York
$266K +$260K +7,000 New
ED
660
Exane Derivatives
France
$266K +$260K +7,000 +350,000%
SIM
661
Sterling Investment Management
Arizona
$261K +$9.66K +260 +4%
MA
662
MCF Advisors
Kentucky
$260K -$14.6K -392 -5%
PFA
663
Pathway Financial Advisors
Vermont
$257K
CA
664
Calton & Associates
Florida
$257K +$253K +6,802 New
BFC
665
Blue Fin Capital
Rhode Island
$249K -$7.43K -200 -3%
MPPLM
666
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$249K +$238K +6,414 +4,454%
PAG
667
Pinnacle Advisory Group
Maryland
$248K -$60.6K -1,630 -20%
BDS
668
Banco de Sabadell
Florida
$248K +$46.8K +1,260 +24%
EAM
669
Evanson Asset Management
California
$247K
AIM
670
Aspen Investment Management
Michigan
$247K +$7.43K +200 +3%
KFGK
671
Keystone Financial Group (Kentucky)
Kentucky
$247K +$17K +458 +7%
TPWA
672
TRUE Private Wealth Advisors
Oregon
$246K +$242K +6,504 New
NWS
673
Newport Wealth Strategies
California
$245K +$239K +6,440 New
DC
674
DeDora Capital
California
$244K +$239K +6,424 New
VCA
675
Verdence Capital Advisors
Maryland
$244K +$239K +6,430 New

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.