We are live on ! Find out more
XLE icon

State Street Energy Select Sector SPDR ETF

870 hedge funds and large institutions have $9.15B invested in State Street Energy Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 302 increasing their positions, 363 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $9.3B → $9.15B (-$146M)

3% less funds holding

Funds holding: 898870 (-28)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

5.94% less ownership

Funds ownership: 140.29%134.35% (-5.9%)

11% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 111

17% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 363

28% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.5B

Holders
870
Holders Change
-28
Holders Change %
-3.12%
% of All Funds
18.83%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.74%
New
99
Increased
302
Reduced
363
Closed
111
Calls
$1.07B
Puts
$1.5B
Net Calls
-$426M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
676
WealthPLAN Partners
Nebraska
$208K +$9.57K +298 +5%
TPWA
677
TRUE Private Wealth Advisors
Oregon
$207K -$28.8K -898 -13%
JT
678
Jump Trading
Illinois
$207K +$134K +4,162 +199%
FMTC
679
Farmers & Merchants Trust Company
California
$207K +$201K +6,250 New
AIM
680
Anchor Investment Management
South Carolina
$206K +$170K +5,300 +577%
Neuberger Berman Group
681
Neuberger Berman Group
New York
$204K -$2.89M -89,838 -94%
SVWA
682
Sound View Wealth Advisors
Georgia
$203K -$56.9K -1,770 -22%
H
683
HoyleCohen
California
$203K +$198K +6,154 New
PG
684
Patten Group
Tennessee
$202K +$14.1K +438 +8%
BFIC
685
Bedell Frazier Investment Counselling
California
$202K +$196K +6,100 New
BO
686
BRR OpCo
Ohio
$201K +$195K +6,068 New
OIA
687
Optimum Investment Advisors
Illinois
$189K +$2.38K +74 +1%
IFAM
688
Institutional & Family Asset Management
Colorado
$187K +$16.1K +502 +10%
TWA
689
TCI Wealth Advisors
Arizona
$186K +$24.9K +774 +16%
FHA
690
First Horizon Advisors
Tennessee
$183K +$122K +3,812 +220%
FHB
691
First Hawaiian Bank
Hawaii
$182K +$16.4K +510 +10%
CCMW
692
Cypress Capital Management (Wyoming)
Wyoming
$176K
SWM
693
SeaCrest Wealth Management
New York
$176K +$193 +6 +0.1%
LFG
694
LifePlan Financial Group
Ohio
$174K -$175K -5,442 -51%
SFA
695
Semmax Financial Advisors
North Carolina
$172K +$16.6K +516 +11%
WAS
696
Winch Advisory Services
Wisconsin
$172K +$25.7K +800 +18%
BEI
697
Benjamin Edwards Inc
Missouri
$168K +$163K +5,072 New
BWA
698
BDO Wealth Advisors
Florida
$161K -$1.28K -40 -0.8%
ST
699
Smithfield Trust
Pennsylvania
$159K +$115K +3,574 +293%
WAP
700
Wealthcare Advisory Partners
Pennsylvania
$158K -$3.15K -98 -2%

XLE Hedge Fund Activity: Q1 2019 in Review

870 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2019, worth a combined $9.15B — down 1.6% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of XLE and 99 opened new positions — a net loss of 12 holders — while 363 trimmed existing stakes and 302 added.

The largest buyer was Barclays, adding an estimated $192M. The largest seller was Fidelity Investments, cutting an estimated $622M.

  • 870 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2019, down from 898 in Q4 2018.
  • Funds reported $9.15B of State Street Energy Select Sector SPDR ETF stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 99 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2019 and 111 closed out, a net change of -12 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2019 was Barclays, an estimated $192M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2019 was Fidelity Investments, an estimated $622M sold.

Based on aggregated 13F filings for Q1 2019.