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State Street Energy Select Sector SPDR ETF

724 hedge funds and large institutions have $10.2B invested in State Street Energy Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

8% more capital invested

Capital invested by funds: $9.46B → $10.2B (+$743M)

4.77% more ownership

Funds ownership: 118.65%123.42% (+4.8%)

1% more funds holding

Funds holding: 716724 (+8)

7% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 280

18% less call options, than puts

Call options by funds: $2.56B | Put options by funds: $3.11B

Holders
724
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.05%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
151
Spinnaker Trust
Maine
$5.09M -$596K -18,314 -11%
TPW
152
Tiller Private Wealth
Pennsylvania
$5.05M +$2.31M +71,000 +93%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.89M +$158K +4,844 +4%
IC
154
Iconiq Capital
California
$4.88M +$229K +7,044 +5%
MIG
155
Mariner Investment Group
New York
$4.88M
GH
156
GAM Holding
Switzerland
$4.81M +$1.76M +54,000 +62%
Sumitomo Mitsui Trust Group
157
Sumitomo Mitsui Trust Group
Japan
$4.79M -$3.45M -106,000 -43%
WAS
158
WESPAC Advisors SoCal
California
$4.78M -$108K -3,310 -2%
CP
159
Corbenic Partners
Pennsylvania
$4.42M +$1.93M +59,438 +85%
WP
160
WealthPLAN Partners
Nebraska
$4.42M +$4.2M +129,090 New
AC
161
AFAM Capital
Texas
$4.4M +$3.31M +101,684 +380%
SIMM
162
Stillwater Investment Management (Minnesota)
Minnesota
$4.39M +$194K +5,964 +5%
HCMNY
163
Howard Capital Management (New York)
New York
$4.35M +$139K +4,264 +3%
CA
164
Cetera Advisors
Colorado
$4.32M -$660K -20,294 -14%
GHCM
165
Glen Harbor Capital Management
California
$4.31M -$402K -12,352 -9%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$4.25M +$98.4K +3,026 +2%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$4.22M -$1.41M -43,480 -26%
RSA
168
Robertson Stephens Advisors
California
$4.18M +$1.39M +42,844 +54%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$4.1M +$147K +4,524 +4%
MS
170
Maven Securities
Jersey
$4.09M +$3.9M +120,000 New
BTS
171
BB&T Securities
Virginia
$4.04M +$354K +10,888 +10%
MAS
172
Madden Advisory Services
Florida
$4.04M +$54.1K +1,662 +1%
RCP
173
Rothschild Capital Partners
New York
$4.03M +$3.83M +117,786 New
AII
174
AGF Investments Inc
Ontario, Canada
$3.83M +$206K +6,336 +6%
AF
175
Alerus Financial
North Dakota
$3.79M -$2.23M -68,416 -38%

XLE Hedge Fund Activity: Q3 2017 in Review

724 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2017, worth a combined $10.2B — up 7.9% from $9.46B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XLE positions and 72 closed out — a net gain of 14 holders — while 261 added to existing stakes and 280 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was Susquehanna International Group, cutting an estimated $129M.

  • 724 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2017, up from 716 in Q2 2017.
  • Funds reported $10.2B of State Street Energy Select Sector SPDR ETF stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 86 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2017 and 72 closed out, a net change of +14 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2017 was Fidelity Investments, an estimated $345M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2017 was Susquehanna International Group, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2017.