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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
JA
801
JOYN Advisors
Georgia
$28K -$9.44K -254 -26%
MFBTD
802
MB Financial Bank - Trust Department
Illinois
$27K -$7.43K -200 -22%
AFIA
803
America First Investment Advisors
Nebraska
$27K
ZB
804
Zions Bancorporation
Utah
$27K
WT
805
Washington Trust
Rhode Island
$27K +$26.3K +708 New
BDWM
806
Brewin Dolphin Wealth Management
Ireland
$26.6K +$26K +700 New
BRC
807
Bell Rock Capital
Delaware
$26K -$6.17K -166 -19%
AAP
808
Arax Advisory Partners
Colorado
$26K +$1.11K +30 +5%
PGA
809
Premia Global Advisors
Florida
$23K -$590K -15,870 -96%
BBPWM
810
Blue Bell Private Wealth Management
Pennsylvania
$23K
PGWM
811
Parisi Gray Wealth Management
New Jersey
$23K
SIM
812
Sonora Investment Management
Arizona
$23K
DPA
813
Delphi Private Advisors
California
$22K -$3.12K -84 -13%
PCIA
814
Prime Capital Investment Advisors
Kansas
$20K +$19.1K +514 New
TC
815
Trust Company
Kansas
$19K
OAJ
816
Ogorek Anthony Joseph
New York
$18K
CA
817
Crewe Advisors
Utah
$18K +$8.99K +242 +99%
AF
818
Allworth Financial
California
$18K +$10.1K +272 +130%
RFA
819
Reilly Financial Advisors
California
$17K -$26.5K -712 -61%
BI
820
Bramshill Investments
Florida
$16K -$1.42M -38,196 -99%
JWA
821
JFS Wealth Advisors
Pennsylvania
$15K -$2.53K -68 -15%
CLOS
822
Compagnie Lombard Odier SCmA
Switzerland
$15K
OFW
823
Omnia Family Wealth
Florida
$15K
PRS
824
Pinkerton Retirement Specialists
Idaho
$15K
SFG
825
SevenBridge Financial Group
Pennsylvania
$15K

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.