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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
KPCM
751
Kings Point Capital Management
New York
$86K +$74 +2 +0.1%
WAP
752
Wealthcare Advisory Partners
Pennsylvania
$86K +$48.6K +1,308 +135%
LYV
753
Live Your Vision
Pennsylvania
$85K +$42.7K +1,148 +106%
PCFFS
754
Pacific Center for Financial Services
California
$84K +$74 +2 +0.1%
LWS
755
Lucia Wealth Services
California
$82K +$29.7K +800 +59%
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$76K
NPP
757
New Potomac Partners
Maryland
$76K
IBOK
758
Independence Bank of Kentucky
Kentucky
$73K
GCM
759
Gables Capital Management
Florida
$73K +$15.3K +412 +27%
CHP
760
Cable Hill Partners
Oregon
$72K +$18.2K +490 +35%
CWA
761
Clarus Wealth Advisors
Arizona
$70K +$77.1K +2,074 New
SAM
762
Shamrock Asset Management
Texas
$65K
WTB
763
Washington Trust Bank
Washington
$63K +$9.73K +262 +19%
FCMT
764
Founders Capital Management (Texas)
Texas
$61K
JFA
765
JNBA Financial Advisors
Minnesota
$61K
TL
766
TrueWealth LLC
Georgia
$61K +$49.1K +1,322 +456%
FMTCOCP
767
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K
KL
768
KWMG LLC
Kansas
$59K +$58.2K +1,566 New
TCM
769
Tradewinds Capital Management
Washington
$58K +$372 +10 +0.7%
IWP
770
Icon Wealth Partners
Texas
$58K +$56.5K +1,520 New
SBL
771
Sargent Bickham Lagudis
Colorado
$57K -$35.4K -952 -39%
LF
772
Lee Financial
Texas
$56K +$54.6K +1,470 New
WOC
773
West Oak Capital
California
$55.1K
CWM
774
Catamount Wealth Management
Connecticut
$54K +$43.5K +1,170 +433%
B
775
Bridgeworth
Alabama
$54K +$53.1K +1,430 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.