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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
SIAP
826
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
VIA
827
Vantage Investment Advisors
Pennsylvania
$15K
AIP
828
Ameritas Investment Partners
Nebraska
$14K
DBT
829
Dubuque Bank & Trust
Iowa
$14K
MFT
830
Moisand Fitzgerald Tamayo
Florida
$14K
BFC
831
Bedel Financial Consulting
Indiana
$13K +$12.9K +346 New
AWA
832
Acorn Wealth Advisors
Michigan
$12K
SMFS
833
Squar Milner Financial Services
California
$12K +$11.8K +318 New
LWA
834
Lowe Wealth Advisors
Maryland
$11K
TC
835
Trilogy Capital
California
$11K +$6.99K +188 +188%
PFBT
836
Parkside Financial Bank & Trust
Missouri
$10K +$372 +10 +4%
STA
837
Summit Trail Advisors
New York
$10K +$9.66K +260 New
PCA
838
Providence Capital Advisors
North Carolina
$9K
BBHC
839
Brown Brothers Harriman & Co
New York
$9K +$8.32K +224 New
HCM
840
Hilton Capital Management
New York
$9K +$9.14K +246 New
LC
841
Landaas & Company
Wisconsin
$9K +$9.14K +246 New
SWMG
842
Signature Wealth Management Group
Georgia
$8K +$5.57K +150 +227%
JGIA
843
Jackson Grant Investment Advisers
Connecticut
$7K +$74 +2 +1%
RE
844
RBC Europe
United Kingdom
$6.83K
WP
845
WealthShield Partners
North Carolina
$6K -$1.49K -40 -21%
HFM
846
Hartford Financial Management
Connecticut
$6K
QAM
847
QCI Asset Management
New York
$6K +$5.57K +150 New
TIM
848
Tortoise Investment Management
New York
$5K
CAL
849
Capital Analysts LLC
Pennsylvania
$5K +$595 +16 +14%
EWM
850
Elmwood Wealth Management
California
$4.11K

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.