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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
1WA
926
180 Wealth Advisors
Washington
-$453K -11,950 Closed
SFM
927
Signet Financial Management
New Jersey
-$335K -11,682 Closed
WHRC
928
W.H. Reaves & Co
New Jersey
-$334K -11,660 Closed
HW
929
Hancock Whitney
Mississippi
-$332K -11,590 Closed
MIA
930
MainStreet Investment Advisors
Illinois
-$328K -11,430 Closed
CCT
931
Country Club Trust
Missouri
-$323K -11,250 Closed
AWM
932
Alterna Wealth Management
Texas
-$312K -10,874 Closed
EIC
933
Equity Investment Corp
Georgia
-$308K -10,740 Closed
SCM
934
Stellar Capital Management
Arizona
-$292K -10,172 Closed
GF
935
Gabelli Funds
New York
-$287K -10,000 Closed
UFF
936
USA Financial Formulas
Michigan
-$372K -9,832 Closed
HPC
937
Hobart Private Capital
North Carolina
-$273K -9,532 Closed
PCM
938
Palisade Capital Management
New Jersey
-$258K -9,006 Closed
CCG
939
Cypress Capital Group
Florida
-$253K -8,838 Closed
W
940
WealthOne
New York
-$252K -8,766 Closed
WC
941
Whitney & Co
New York
-$284K -8,730 Closed
MC
942
Moors & Cabot
Massachusetts
-$251K -8,720 Closed
DWM
943
Doyle Wealth Management
Florida
-$248K -8,640 Closed
CC
944
Claybrook Capital
Massachusetts
-$248K -8,634 Closed
SAM
945
Summit Asset Management
Tennessee
-$233K -8,114 Closed
SFM
946
Stack Financial Management
Montana
-$232K -8,088 Closed
SCC
947
Spring Creek Capital
Kansas
-$228K -7,944 Closed
F
948
F3Logic
Minnesota
-$228K -7,848 Closed
CW
949
Cobiz Wealth
Colorado
-$213K -7,436 Closed
KFC
950
Klingenstein Fields & Co
New York
-$209K -7,284 Closed

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.