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State Street Energy Select Sector SPDR ETF

971 hedge funds and large institutions have $7.64B invested in State Street Energy Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 353 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 72

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

72% more call options, than puts

Call options by funds: $4.09B | Put options by funds: $2.38B

65% more capital invested

Capital invested by funds: $4.63B → $7.64B (+$3B)

50% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 236

29% more funds holding

Funds holding: 753971 (+218)

5.38% more ownership

Funds ownership: 108.66%114.04% (+5.4%)

Holders
971
Holders Change
+218
Holders Change %
+28.95%
% of All Funds
17.18%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
301
Increased
353
Reduced
236
Closed
72
Calls
$4.09B
Puts
$2.38B
Net Calls
+$1.72B
Net Calls Change
+$1.82B
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
AlphaMark Advisors
Kentucky
$3.11M +$268K +15,564 +10%
ABC
227
Associated Banc-Corp
Wisconsin
$3.03M +$1.02M +59,434 +59%
PCM
228
Poehling Capital Management
Wisconsin
$3M +$94.4K +5,476 +4%
SI
229
Stephens Inc
Arkansas
$2.98M +$1.38M +79,932 +103%
VLC
230
Van Leeuwen & Company
New Jersey
$2.94M +$2.68M +155,434 New
WCP
231
Welch Capital Partners
New York
$2.94M -$364K -21,120 -12%
RT
232
Rockland Trust
Massachusetts
$2.94M -$308K -17,874 -10%
FAIM
233
Financial Advocates Investment Management
Washington
$2.94M +$659K +38,268 +41%
HIP
234
Harrell Investment Partners
Texas
$2.92M +$1.54M +89,404 +138%
SAMC
235
Spectrum Asset Management (California)
California
$2.89M +$58.9K +3,420 +2%
EH
236
Equitable Holdings
New York
$2.84M +$807K +46,854 +45%
BUB
237
BBVA USA Bancshares
Texas
$2.83M +$2.16M +125,100 +519%
TC
238
Trilogy Capital
California
$2.82M +$2.56M +148,782 New
DLCIG
239
D.L. Carlson Investment Group
New Hampshire
$2.78M +$2.16M +125,434 +583%
CWG
240
Cornerstone Wealth Group
North Carolina
$2.78M +$2.53M +146,644 New
TA
241
Tiedemann Advisors
New York
$2.68M +$2.44M +141,650 New
EWA
242
Evolution Wealth Advisors
Florida
$2.68M +$107K +6,212 +5%
OSNBOA
243
Old Second National Bank of Aurora
Illinois
$2.67M +$61K +3,542 +3%
SF
244
Synovus Financial
Georgia
$2.67M -$130K -7,528 -5%
CAN
245
Cetera Advisor Networks
California
$2.67M +$933K +54,158 +63%
Wolverine Trading
246
Wolverine Trading
Illinois
$2.65M +$2.39M +138,866 New
RCP
247
Rothschild Capital Partners
New York
$2.64M +$2.4M +139,464 New
F
248
F3Logic
Minnesota
$2.59M +$1.81M +104,810 +331%
AFP
249
Ausdal Financial Partners
Iowa
$2.58M +$1.77M +102,462 +302%
CCMD
250
Cypress Capital Management (Delaware)
Delaware
$2.58M +$858K +49,782 +58%

XLE Hedge Fund Activity: Q4 2020 in Review

971 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2020, worth a combined $7.64B — up 65% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new XLE positions and 72 closed out — a net gain of 229 holders — while 353 added to existing stakes and 236 trimmed.

The largest buyer was Bank of America, adding an estimated $125M. The largest seller was Susquehanna International Group, cutting an estimated $161M.

  • 971 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2020, up from 753 in Q3 2020.
  • Funds reported $7.64B of State Street Energy Select Sector SPDR ETF stock for Q4 2020, up 65% quarter-over-quarter.
  • 301 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2020 and 72 closed out, a net change of +229 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2020 was Bank of America, an estimated $125M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2020 was Susquehanna International Group, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2020.