We are live on ! Find out more
XLE icon

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
KTC
851
Kistler-Tiffany Companies
Pennsylvania
$4K -$22.3K -600 -86%
KCPG
852
Kavar Capital Partners Group
Kansas
$4K
LGWM
853
Litman Gregory Wealth Management
California
$4K
NSB
854
Norway Savings Bank
Maine
$4K
WB
855
Webster Bank
Connecticut
$4K
GWS
856
Glassman Wealth Services
Virginia
$4K +$3.72K +100 New
MCM
857
Mainstay Capital Management
Michigan
$4K +$3.94K +106 New
ML
858
McAdam LLC
Pennsylvania
$3K +$2.45K +66 +413%
TA
859
Townsend & Associates
Colorado
$3K +$2.97K +80 New
AFNAS
860
American Financial Network Advisory Services
California
$2.48K -$372 -10 -2%
AIL
861
AGF Investments LLC
Ontario, Canada
$2.44K +$183K +4,914 +81,900%
DWM
862
Destination Wealth Management
California
$2K +$1.19K +32 +178%
QCIG
863
Quad-Cities Investment Group
Iowa
$2K +$2.38K +64 New
AIS
864
Accurate Investment Solutions
Pennsylvania
$1K
AWM
865
AllSquare Wealth Management
New York
$1K
BWL
866
Bogart Wealth LLC
Virginia
$1K
MRCM
867
M&R Capital Management
New Jersey
$1K
SIS
868
Sound Income Strategies
Florida
$1K
FCAS
869
First Command Advisory Services
Texas
$1K +$372 +10 +38%
IAS
870
IMA Advisory Services
Colorado
$1K +$743 +20 New
BWM
871
BerganKDV Wealth Management
Minnesota
$1K +$1.19K +32 New
PMG
872
ProVise Management Group
Florida
$976 +$297 +8 +0%
NA
873
NewEdge Advisors
Louisiana
$295 +$53.7K +1,446 +22%
SPC
874
Slate Path Capital
New York
-$101M -3,000,000 Closed
AL
875
Appaloosa LP
New Jersey
-$33.7M -1,000,000 Closed

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.