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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
MCM
776
Manchester Capital Management
Vermont
$30K -$640K -19,912 -96%
SBL
777
Sargent Bickham Lagudis
Colorado
$29K
CFD
778
Creative Financial Designs
Indiana
$29K +$19.5K +606 +216%
WA
779
WP Advisors
California
$28.3K -$15.2K -474 -0.6%
AWM
780
Avondale Wealth Management
Texas
$28K
ADL
781
Asset Dedication LLC
California
$28K +$6.42K +200 +32%
BBHC
782
Brown Brothers Harriman & Co
New York
$28K +$26.9K +838 New
FWM
783
Focused Wealth Management
New York
$27K +$128 +4 +0.5%
TFA
784
Transamerica Financial Advisors
Florida
$26K -$148K -4,614 -86%
POIA
785
Pin Oak Investment Advisors
Texas
$26K
TF
786
Tompkins Financial
New York
$26K +$25.7K +800 New
SQA
787
Simon Quick Advisors
New Jersey
$25K -$10.4K -324 -30%
AFIA
788
America First Investment Advisors
Nebraska
$24K
MFBTD
789
MB Financial Bank - Trust Department
Illinois
$23K
ZB
790
Zions Bancorporation
Utah
$23K
VNA
791
Valley National Advisers
Pennsylvania
$21K -$46.6K -1,450 -70%
AA
792
AlphaMark Advisors
Kentucky
$21K -$6.42K -200 -24%
AssetMark Inc
793
AssetMark Inc
California
$20K -$14.1M -439,894 -100%
AWM
794
Aevitas Wealth Management
Massachusetts
$19K -$7.39K -230 -28%
VCM
795
Versant Capital Management
Arizona
$19K
YWP
796
YorkBridge Wealth Partners
New York
$19K
QCIG
797
Quad-Cities Investment Group
Iowa
$19K +$16.1K +500 +781%
PCM
798
Princeton Capital Management
New Jersey
$18K
WAS
799
WESPAC Advisors SoCal
California
$18K
OAJ
800
Ogorek Anthony Joseph
New York
$16K

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.