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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
BCM
926
Brasada Capital Management
Texas
-$54K -1,600 Closed
HCM
927
Highlander Capital Management
New Jersey
-$53K -1,600 Closed
FCAG
928
First Capital Advisors Group
New Jersey
-$46K -1,372 Closed
NC
929
NewSquare Capital
Pennsylvania
-$41K -1,228 Closed
VCM
930
Vigilant Capital Management
Maine
-$39K -1,160 Closed
SMFG
931
Sumitomo Mitsui Financial Group
Japan
-$26K -768 Closed
WAS
932
WESPAC Advisors SoCal
California
-$18K -550 Closed
Financial Engines Advisors
933
Financial Engines Advisors
California
-$17K -500 Closed
WWM
934
Willingdon Wealth Management
North Carolina
-$16K -472 Closed
RFWA
935
RPg Family Wealth Advisory
Massachusetts
-$13.8K -410 Closed
VCM
936
Virtue Capital Management
Tennessee
-$13K -350 Closed
PWM
937
Perigon Wealth Management
California
-$11K -326 Closed
MCWS
938
McKinley Carter Wealth Services
West Virginia
-$10K -286 Closed
RFM
939
Royal Fund Management
Florida
-$10.1K -272 -95%
HFP
940
Holistic Financial Partners
Indiana
-$8K -234 Closed
JT
941
Jump Trading
Illinois
-$7.43K -200 Closed
WA
942
WealthTrust-Arizona
Arizona
-$4K -120 Closed
SFA
943
Spectrum Financial Alliance
Kentucky
-$2K -86 Closed
ACM
944
Armbruster Capital Management
New York
-$1K -42 Closed
FCFS
945
First Command Financial Services
Texas
-$2K -26 Closed
SWA
946
Sutton Wealth Advisors
Florida
-$674 -20 Closed
BCMIO
947
Beacon Capital Management Inc (Ohio)
Ohio
+$372 +10 New

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.