We are live on ! Find out more
XLE icon

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
SWM
676
Strategic Wealth Management
Washington
$243K +$238K +6,400 New
JIR
677
James Investment Research
Ohio
$240K -$18.6K -500 -7%
JIP
678
Jaffetilchin Investment Partners
Florida
$238K +$233K +6,280 New
WPW
679
Waldron Private Wealth
Pennsylvania
$237K -$82.3K -2,216 -26%
3C
680
361 Capital
Colorado
$237K +$231K +6,230 New
FAT
681
First American Trust
California
$237K +$232K +6,254 New
GAG
682
GM Advisory Group
New York
$236K
VIM
683
Vista Investment Management
Pennsylvania
$229K -$520 -14 -0.2%
BFO
684
Boston Family Office
Massachusetts
$229K
AWA
685
AmeriServ Wealth Advisors
Pennsylvania
$228K
TI
686
Telemetry Investments
New York
$228K
HR
687
Howe & Rusling
New York
$228K +$16.3K +440 +8%
MSAM
688
Moloney Securities Asset Management
Missouri
$227K +$223K +5,992 New
BW
689
Bison Wealth
Georgia
$225K -$1.1M -29,652 -83%
OIA
690
Optimum Investment Advisors
Illinois
$225K -$1.93K -52 -0.9%
1SB
691
1ST Source Bank
Indiana
$225K +$220K +5,928 New
IP
692
Investment Partners
Ohio
$224K +$219K +5,896 New
CT
693
Chicago Trust
Illinois
$223K +$218K +5,876 New
GT
694
Glenview Trust
Kentucky
$223K +$219K +5,882 New
FFW
695
Fusion Family Wealth
New York
$222K -$8.55K -230 -4%
JIC
696
Joel Isaacson & Co
New York
$222K +$217K +5,844 New
CFA
697
Carroll Financial Associates
North Carolina
$218K -$28.2K -758 -12%
SAM
698
Sequent Asset Management
Texas
$217K +$212K +5,702 New
LIA
699
LBMC Investment Advisors
Tennessee
$217K +$212K +5,706 New
EWM
700
Evercore Wealth Management
New York
$215K +$210K +5,652 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.