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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
CC
201
Callan Capital
California
$3.02M -$183K -5,612 -6%
SSB
202
Sandy Spring Bank
Maryland
$3.01M -$130K -3,998 -4%
VFA
203
Valeo Financial Advisors
Indiana
$2.88M +$2.73M +84,056 New
Fidelity International
204
Fidelity International
Bermuda
$2.86M +$234K +7,192 +9%
HWP
205
Hefty Wealth Partners
Indiana
$2.85M +$2.71M +83,200 +92,444%
CA
206
Commerzbank Aktiengesellschaft
Germany
$2.84M -$2.28M -70,188 -46%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$2.78M -$71.5K -2,198 -3%
UCFA
208
United Capital Financial Advisors
Texas
$2.75M -$59.8K -1,838 -2%
EWM
209
Endurance Wealth Management
Rhode Island
$2.75M +$4.88K +150 +0.2%
Comerica Bank
210
Comerica Bank
Texas
$2.73M -$174K -5,352 -6%
FCI
211
Financial Counselors Inc
Kansas
$2.65M +$429K +13,200 +21%
TF
212
TIAA FSB
Florida
$2.62M +$87.9K +2,702 +4%
CFIC
213
City Financial Investment Company
United Kingdom
$2.61M
FIM
214
Foresters Investment Management
New York
$2.6M +$2.47M +76,000 New
QFA
215
Quattro Financial Advisors
Texas
$2.6M +$561K +17,250 +29%
GLA
216
Great Lakes Advisors
Illinois
$2.55M +$80K +2,460 +3%
CB
217
Commerce Bank
Missouri
$2.52M +$1.1M +33,854 +85%
SPC
218
Sigma Planning Corp
Michigan
$2.48M -$426K -13,102 -15%
BOTW
219
Bank of the West
California
$2.44M +$59.8K +1,838 +3%
MCM
220
Murphy Capital Management
New Jersey
$2.42M -$54.3K -1,670 -2%
AAC
221
Asset Advisors Corp
Georgia
$2.41M -$133K -4,100 -6%
SCM
222
SOL Capital Management
Maryland
$2.39M -$5.53K -170 -0.2%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$2.39M -$48.3K -1,486 -2%
VRS
224
Virginia Retirement Systems
Virginia
$2.36M +$1.12M +34,528 +100%
KeyBank National Association
225
KeyBank National Association
Ohio
$2.35M +$348K +10,684 +18%

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.