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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
ZB
676
Zions Bancorporation
Utah
$24K -$30.9K -950 -58%
KTC
677
Kistler-Tiffany Companies
Pennsylvania
$24K
RFA
678
Reilly Financial Advisors
California
$22K +$1.43K +44 +7%
TRCT
679
Tower Research Capital (TRC)
New York
$22K +$20.9K +642 +4,586%
QAM
680
QCI Asset Management
New York
$21K -$1.95K -60 -9%
NSB
681
Norway Savings Bank
Maine
$20K
HT
682
Heritage Trust
Oklahoma
$20K +$18.5K +570 New
CPA
683
Clear Perspective Advisors
Illinois
$18K +$16.7K +514 New
AIM
684
Anchor Investment Management
South Carolina
$17.1K
OAJ
685
Ogorek Anthony Joseph
New York
$17K
TC
686
Trust Company
Kansas
$17K
HCA
687
Horan Capital Advisors
Ohio
$17K +$16.3K +500 New
AC
688
Alexandria Capital
Virginia
$16K +$10.7K +330 +220%
LWM
689
Lenox Wealth Management
Ohio
$15K
OFW
690
Omnia Family Wealth
Florida
$15K
MIM
691
Macroview Investment Management
Maryland
$15K +$65 +2 +0.5%
WAM
692
Watermark Asset Management
California
$15K +$65 +2 +0.5%
RFWA
693
RPg Family Wealth Advisory
Massachusetts
$14K -$42K -1,290 -76%
PCMM
694
Private Capital Management (Minnesota)
Minnesota
$14K -$3.25K -100 -20%
DSN
695
D. Scott Neal
Kentucky
$14K
PRS
696
Pinkerton Retirement Specialists
Idaho
$14K
SIAP
697
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K
MWM
698
MinichMacGregor Wealth Management
New York
$13K
MFT
699
Moisand Fitzgerald Tamayo
Florida
$13K +$11.9K +366 New
BBHC
700
Brown Brothers Harriman & Co
New York
$12K -$15.7K -484 -58%

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.