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State Street Energy Select Sector SPDR ETF

1,806 hedge funds and large institutions have $21.9B invested in State Street Energy Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 759 increasing their positions, 670 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 135

13% more repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 670

2.71% more ownership

Funds ownership: 113.53%116.24% (+2.7%)

0% less funds holding

Funds holding: 1,8151,806 (-9)

3% less capital invested

Capital invested by funds: $22.5B → $21.9B (-$622M)

12% less funds holding in top 10

Funds holding in top 10: 8676 (-10)

38% less call options, than puts

Call options by funds: $4.22B | Put options by funds: $6.78B

Holders
1,806
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
26.08%
Holding in Top 10
76
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-11.63%
% of All Funds
1.1%
New
153
Increased
759
Reduced
670
Closed
135
Calls
$4.22B
Puts
$6.78B
Net Calls
-$2.56B
Net Calls Change
+$1.45B
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
151
Armstrong Advisory Group
Massachusetts
$15.1M -$619K -13,292 -4%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$14.9M +$4M +85,922 +36%
NA
153
NewEdge Advisors
Louisiana
$14.6M +$1.72M +36,836 +13%
NC
154
NewSquare Capital
Pennsylvania
$14.4M +$854K +18,340 +6%
BFEC
155
Benjamin F. Edwards & Company
Missouri
$14.4M +$579K +12,440 +4%
FIB
156
First Interstate Bank
Montana
$14.3M -$442K -9,482 -3%
TAS
157
TIFF Advisory Services
Pennsylvania
$14.3M
DWM
158
Dakota Wealth Management
Florida
$14.2M -$244K -5,246 -2%
OC
159
Oppenheimer & Co
New York
$14M +$1.38M +29,608 +11%
CA
160
Cornerstone Advisors
North Carolina
$14M -$214K -4,600 -1%
JFG
161
Jefferies Financial Group
New York
$13.9M -$6.85M -147,068 -33%
CIA
162
Concurrent Investment Advisors
Florida
$13.9M -$5.2M -111,688 -27%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$13.9M -$3.14M -67,310 -18%
MD
164
Money Design
Japan
$13.7M -$1.24M -26,516 -8%
MTWSIF
165
Mivtachim The Workers Social Insurance Fund
Israel
$13.7M -$410K -8,800 -3%
SC
166
Scotia Capital
Ontario, Canada
$13.7M -$260K -5,588 -2%
BBVA
167
Banco Bilbao Vizcaya Argentaria
Spain
$13.7M +$8.9M +191,046 +176%
PAI
168
Pittenger & Anderson Inc
Nebraska
$13.6M
AAS
169
Ameritas Advisory Services
Nebraska
$13.6M +$625K +13,422 +5%
SWP
170
Stratos Wealth Partners
Ohio
$13.3M -$397K -8,522 -3%
CWM
171
CIBC World Markets
New York
$13M +$13.3M +284,524 New
PCIG
172
Partners Capital Investment Group
Massachusetts
$12.9M +$13.1M +282,132 New
HCM
173
Hilton Capital Management
New York
$12.5M +$492K +10,562 +4%
AI
174
Atria Investments
North Carolina
$12.4M +$487K +10,462 +4%
LIA
175
LS Investment Advisors
Michigan
$12.3M -$623K -13,370 -5%

XLE Hedge Fund Activity: Q2 2024 in Review

1,806 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2024, worth a combined $21.9B — down 2.8% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new XLE positions and 135 closed out — a net gain of 18 holders — while 759 added to existing stakes and 670 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $189M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $278M sold.

  • 1,806 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2024, down from 1,815 in Q1 2024.
  • Funds reported $21.9B of State Street Energy Select Sector SPDR ETF stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 153 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2024 and 135 closed out, a net change of +18 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $189M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2024 was D.E. Shaw & Co, an estimated $278M sold.

Based on aggregated 13F filings for Q2 2024.