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
MIM
701
Macroview Investment Management
Maryland
$214K +$165K +4,438 +370%
QPWM
702
Quadrant Private Wealth Management
Pennsylvania
$214K +$209K +5,636 New
CT
703
Cambridge Trust
Massachusetts
$213K -$158K -4,260 -43%
KFA
704
Kelleher Financial Advisors
New York
$213K +$209K +5,632 New
NL
705
NWAM LLC
Washington
$212K -$239K -6,440 -54%
SAM
706
SignalPoint Asset Management
Missouri
$212K +$207K +5,578 New
CCM
707
Coldstream Capital Management
Washington
$210K +$205K +5,526 New
LSA
708
L & S Advisors
California
$210K +$206K +5,534 New
NPT
709
Nixon Peabody Trust
Massachusetts
$203K +$198K +5,336 New
CAM
710
Cozad Asset Management
Illinois
$201K +$197K +5,300 New
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$200K -$55.7K -1,498 -22%
ACA
712
Atlas Capital Advisors
Wyoming
$200K -$21.3K -572 -10%
LWM
713
Lenox Wealth Management
Ohio
$199K +$9.66K +260 +5%
WAM
714
Wealthspire Advisors (Maryland)
Maryland
$197K -$9.14K -246 -5%
TFS
715
TrustCore Financial Services
Tennessee
$196K +$37.4K +1,006 +24%
PG
716
Patten Group
Tennessee
$194K +$20.4K +550 +12%
FANJ
717
Financial Architects (New Jersey)
New Jersey
$192K -$238K -6,408 -56%
LPIC
718
LeJeune Puetz Investment Counsel
Michigan
$186K
TWA
719
TCI Wealth Advisors
Arizona
$186K
C
720
Cerebellum
California
$182K -$34K -916 -16%
AOWM
721
Alpha Omega Wealth Management
Virginia
$180K
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$178K +$18.9K +510 +12%
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$174K -$7.06K -190 -4%
AC
724
Avestar Capital
New York
$163K +$149K +4,008 +1,373%
RWA
725
River Wealth Advisors
Pennsylvania
$160K +$156K +4,210 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.