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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
BCA
751
Berman Capital Advisors
Georgia
$55K -$7.13K -222 -12%
QAM
752
QCI Asset Management
New York
$50K -$428K -13,320 -90%
IWP
753
Icon Wealth Partners
Texas
$50K +$48.8K +1,520 New
AA
754
Advisory Alpha
Michigan
$49.1K +$49.5K +1,540 New
TC
755
Trust Company
Kansas
$49K +$44.4K +1,382 +1,382%
WOC
756
West Oak Capital
California
$48K -$12.2K -380 -21%
PGWM
757
Parisi Gray Wealth Management
New Jersey
$48K
MA
758
MCF Advisors
Kentucky
$48K +$385 +12 +0.8%
HCA
759
Horan Capital Advisors
Ohio
$46K +$45K +1,400 New
FMTCOCP
760
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K -$5.78K -180 -12%
IBOK
761
Independence Bank of Kentucky
Kentucky
$44K -$19.3K -600 -31%
FNBOSM
762
First National Bank of South Miami
Florida
$44K
RCM
763
Requisite Capital Management
Texas
$44K +$42.9K +1,334 New
CHC
764
City Holding Co
West Virginia
$43K -$8.22K -256 -16%
HCM
765
Highlander Capital Management
New Jersey
$43K
ClearBridge Investments
766
ClearBridge Investments
New York
$43K +$257 +8 +0.6%
IWA
767
Intercontinental Wealth Advisors
Texas
$42K
BAM
768
Bruderman Asset Management
New York
$42K +$128 +4 +0.3%
JGIA
769
Jackson Grant Investment Advisers
Connecticut
$41K +$5.14K +160 +15%
MFW
770
Mosaic Family Wealth
Missouri
$41K +$19.3K +600 +94%
LWM
771
Liberty Wealth Management
California
$40K
CFN
772
Cordasco Financial Network
Florida
$39K
First Manhattan
773
First Manhattan
New York
$35K
TFA
774
Toth Financial Advisory
Virginia
$34K -$13.8K -430 -30%
GC
775
Grace Capital
Massachusetts
$33K

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.