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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
MWM
901
Merriman Wealth Management
Washington
-$765K -22,696 Closed
FTIOP
902
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$747K -22,158 Closed
HW
903
Hancock Whitney
Mississippi
-$730K -21,650 Closed
COLIM
904
City of London Investment Management
United Kingdom
-$708K -21,000 Closed
XS
905
XR Securities
Illinois
-$642K -17,276 Closed
RBC
906
Roble Belko & Company
Pennsylvania
-$629K -16,940 -100%
QCMA
907
Quad Capital Management Advisors
New York
-$539 -16,000 Closed
SEIA
908
Signature Estate & Investment Advisors
California
-$489K -14,514 Closed
SSG
909
Summit Securities Group
New York
-$445K -13,200 Closed
PAS
910
Partnervest Advisory Services
California
-$421K -12,498 Closed
EWA
911
EP Wealth Advisors
California
-$392K -11,630 Closed
Zurich Cantonal Bank
912
Zurich Cantonal Bank
Switzerland
-$280K -8,294 Closed
CPP
913
Crow Point Partners
Massachusetts
-$272K -8,072 Closed
AWE
914
Avidian Wealth Enterprises
Texas
-$268K -7,948 Closed
TW
915
Transform Wealth
Colorado
-$256K -7,588 Closed
PCM
916
Palisade Capital Management
New Jersey
-$253K -7,500 Closed
CCT
917
Country Club Trust
Missouri
-$244K -7,250 Closed
CRWM
918
Castle Rock Wealth Management
California
-$229K -6,782 Closed
NEIRG
919
New England Investment & Retirement Group
Massachusetts
-$222K -6,588 Closed
WAG
920
Winthrop Advisory Group
Massachusetts
-$240K -6,586 Closed
CWM
921
Confluence Wealth Management
Oregon
-$213K -6,320 Closed
HTC
922
Haverford Trust Company
Pennsylvania
-$210K -6,228 Closed
SKK
923
Shepherd Kaplan Krochuk
Massachusetts
-$207K -6,148 Closed
CFC
924
Coyle Financial Counsel
Illinois
-$84K -6,122 Closed
IIC
925
Integrated Investment Consultants
Michigan
-$133K -3,948 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.