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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
SMFS
826
Squar Milner Financial Services
California
$10K
SFG
827
SevenBridge Financial Group
Pennsylvania
$9K
PFBT
828
Parkside Financial Bank & Trust
Missouri
$9K +$64 +2 +0.8%
CA
829
Crewe Advisors
Utah
$8K
TRCT
830
Tower Research Capital (TRC)
New York
$8K +$8.03K +250 New
GT
831
Glenmede Trust
Pennsylvania
$7.82K -$3.28M -101,970 -30%
DPA
832
Delphi Private Advisors
California
$7K -$9.7K -302 -60%
1NWS
833
1 North Wealth Services
Maryland
$7K
BWM
834
BerganKDV Wealth Management
Minnesota
$7K
EWM
835
Elmwood Wealth Management
California
$7K
SIM
836
Sonora Investment Management
Arizona
$7K
SIAP
837
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K
PCTC
838
Perkins Coie Trust Company
Washington
$7K +$6.42K +200 New
FGAM
839
Financial Gravity Asset Management
Texas
$7K +$6.87K +214 New
CI
840
CX Institutional
Indiana
$6K -$17.2K -534 -75%
BFC
841
Bedel Financial Consulting
Indiana
$6K
IC
842
Inscription Capital
Texas
$6K
LFG
843
Larson Financial Group
Missouri
$5K
AIC
844
Archer Investment Corporation
Indiana
$5K +$3.21K +100 +200%
JFA
845
JNBA Financial Advisors
Minnesota
$5K +$4.63K +144 New
MWC
846
MBM Wealth Consultants
Missouri
$4K
TIM
847
Tortoise Investment Management
New York
$4K
PCIA
848
Prime Capital Investment Advisors
Kansas
$4K +$3.66K +114 New
GTAM
849
Global Trust Asset Management
Florida
$3K -$35.3K -1,100 -93%
AIA
850
Alera Investment Advisors
Illinois
$3K

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.