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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
Fidelity International
201
Fidelity International
Bermuda
$2.73M +$906K +28,214 +52%
CWM
202
Cranbrook Wealth Management
Michigan
$2.7M -$33.6K -1,046 -1%
VLC
203
Van Leeuwen & Company
New Jersey
$2.65M -$65.1K -2,028 -2%
TFCP
204
Twin Focus Capital Partners
Massachusetts
$2.64M +$373K +11,600 +17%
SPIA
205
Steward Partners Investment Advisory
New York
$2.61M +$338K +10,518 +15%
BPCE
206
Bank Pictet & Cie (Europe)
Germany
$2.6M +$82.9K +2,580 +3%
BCM
207
Blume Capital Management
California
$2.6M -$57.8K -1,800 -2%
FC
208
FCA Corp
Texas
$2.58M +$40.9K +1,274 +2%
GLA
209
Great Lakes Advisors
Illinois
$2.55M -$64.8K -2,018 -3%
PFA
210
Pettinga Financial Advisors
Indiana
$2.52M +$697K +21,700 +40%
SSWM
211
Sheets Smith Wealth Management
North Carolina
$2.51M +$64 +2 +0%
SSA
212
Schonfeld Strategic Advisors
New York
$2.51M -$13.7M -427,922 -85%
MAS
213
Madden Advisory Services
Florida
$2.49M +$29K +904 +1%
WA
214
WESPAC Advisors
California
$2.49M +$2.42M +75,374 New
PAMU
215
Pictet Asset Management (UK)
United Kingdom
$2.49M +$2.42M +75,450 New
JG
216
Jefferies Group
New York
$2.48M -$32.7M -1,017,496 -93%
GWM
217
Greenwich Wealth Management
Connecticut
$2.44M +$38.7K +1,204 +2%
RCP
218
Rothschild Capital Partners
New York
$2.41M -$10.7K -332 -0.5%
FTI
219
Fiduciary Trust International
Massachusetts
$2.38M -$497K -15,476 -18%
SHA
220
Seneca House Advisors
Virginia
$2.37M +$149K +4,652 +7%
SCM
221
SOL Capital Management
Maryland
$2.35M +$339K +10,540 +17%
TCOO
222
Trust Company of Oklahoma
Oklahoma
$2.34M +$191K +5,958 +9%
FAIM
223
Financial Advocates Investment Management
Washington
$2.31M -$288K -8,962 -11%
GIA
224
Granite Investment Advisors
New Hampshire
$2.27M -$129K -4,024 -6%
HCMNY
225
Howard Capital Management (New York)
New York
$2.27M -$1.8M -55,948 -45%

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.