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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
TFS
726
TrustCore Financial Services
Tennessee
$102K +$64 +2 +0.1%
AF
727
Advisornet Financial
Minnesota
$95K +$1.86K +58 +2%
FPS
728
Fieldpoint Private Securities
Connecticut
$93K -$128K -4,000 -59%
TAT
729
TD Ameritrade Trust
Colorado
$88K +$5.14K +160 +6%
GI
730
Gradient Investments
Minnesota
$85K -$9.32K -290 -10%
FFW
731
Fusion Family Wealth
New York
$83K
BG
732
Bollard Group
Massachusetts
$83K +$642 +20 +0.8%
HI
733
Hudock Inc
Pennsylvania
$82K +$3.34K +104 +4%
JWA
734
JFS Wealth Advisors
Pennsylvania
$79K
APC
735
Aspire Private Capital
North Carolina
$77K -$1.35M -42,166 -95%
BHWM
736
Bay Harbor Wealth Management
Maryland
$77K -$442K -13,760 -85%
AIM
737
Axiom Investment Management
New York
$76K +$74.3K +2,314 New
IUHSA
738
Itau Unibanco Holding S.A.
Brazil
$74K
HR
739
Howe & Rusling
New York
$72K -$1.93K -60 -3%
LWS
740
Lucia Wealth Services
California
$71K +$17.3K +540 +33%
AC
741
Avestar Capital
New York
$70K -$60K -1,868 -47%
AIM
742
Arcadia Investment Management
Michigan
$67K +$514 +16 +0.8%
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$66K
PB
744
Pinnacle Bancorp
Nebraska
$66K
LYV
745
Live Your Vision
Pennsylvania
$65K +$25.9K +806 +73%
PCFFS
746
Pacific Center for Financial Services
California
$64K -$9.19K -286 -13%
GCM
747
Gables Capital Management
Florida
$64K
CHP
748
Cable Hill Partners
Oregon
$62K
SEI Investments
749
SEI Investments
Pennsylvania
$62K +$22.4K +696 +55%
AF
750
Allworth Financial
California
$62K +$43.8K +1,362 +266%

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.