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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
EFS
951
Essex Financial Services
Connecticut
-$201K -7,000 Closed
NA
952
Nottingham Advisors
New York
-$244K -6,446 Closed
AS
953
Altshuler Shaham
Israel
-$172K -6,000 Closed
RWA
954
River Wealth Advisors
Pennsylvania
-$158K -5,494 Closed
BAM
955
Belpointe Asset Management
Nevada
-$122K -4,262 Closed
CA
956
Claro Advisors
Massachusetts
-$122K -3,220 Closed
MWA
957
Meridian Wealth Advisors
Texas
-$72K -2,500 Closed
HDIM
958
Hanson & Doremus Investment Management
Vermont
-$63K -2,200 Closed
OWA
959
Outlook Wealth Advisors
Texas
-$528K -1,842 Closed
BAM
960
Brave Asset Management
New Jersey
-$44K -1,550 Closed
WVP
961
Worth Venture Partners
New Jersey
-$39K -1,410 Closed
BWM
962
Baystate Wealth Management
Massachusetts
-$34K -1,054 Closed
ECM
963
ExodusPoint Capital Management
New York
-$29K -1,012 Closed
HT
964
Heritage Trust
Oklahoma
-$20K -710 Closed
BDWM
965
Brewin Dolphin Wealth Management
Ireland
-$20.1K -700 Closed
KCM
966
Karp Capital Management
California
-$20K -700 Closed
JA
967
JOYN Advisors
Georgia
-$19K -662 Closed
RCG
968
Ruggie Capital Group
Florida
-$15K -538 Closed
WANY
969
Wealthspire Advisors (New York)
New York
-$11K -392 Closed
SGS
970
Sterling Global Strategies
California
-$8.6K -300 Closed
ONST
971
Old North State Trust
North Carolina
-$7K -250 Closed
M
972
MOTCO
Texas
-$7K -228 Closed
HPC
973
HM Payson & Co
Maine
-$6K -212 Closed
RAM
974
Riggs Asset Management
Pennsylvania
-$5K -190 Closed
AP
975
Advisors Preferred
Maryland
-$4K -124 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.