We are live on ! Find out more
XLE icon

State Street Energy Select Sector SPDR ETF

753 hedge funds and large institutions have $4.63B invested in State Street Energy Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 275 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 275

7% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.47B

1.98% less ownership

Funds ownership: 110.64%108.66% (-2%)

8% less funds holding

Funds holding: 815753 (-62)

20% less capital invested

Capital invested by funds: $5.78B → $4.63B (-$1.15B)

36% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 146

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
753
Holders Change
-62
Holders Change %
-7.61%
% of All Funds
15.19%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.24%
New
93
Increased
295
Reduced
275
Closed
146
Calls
$1.37B
Puts
$1.47B
Net Calls
-$98.4M
Net Calls Change
-$98.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
251
Spotlight Asset Group
Illinois
$1.05M +$43.1K +2,426 +4%
BRM
252
Boston Research & Management
Massachusetts
$1.05M -$31.1K -1,752 -2%
PBC
253
Pavion Blue Capital
California
$1.04M -$96.8K -5,452 -7%
TAM
254
Tocqueville Asset Management
New York
$1.04M +$835K +47,010 +211%
NPT
255
Nixon Peabody Trust
Massachusetts
$1.01M +$509K +28,650 +74%
ARG
256
Advisory Resource Group
Oklahoma
$1M -$129K -7,248 -10%
AIP
257
ARS Investment Partners
New York
$1M +$1.19M +66,874 New
GCP
258
Gill Capital Partners
Colorado
$995K +$17.8K +1,002 +2%
WG
259
Welch Group
Alabama
$989K +$1.17M +66,020 New
CI
260
Conning Inc
Connecticut
$988K +$1.17M +66,000 New
Prudential Financial
261
Prudential Financial
New Jersey
$985K -$5.38M -302,742 -82%
HIP
262
Harrell Investment Partners
Texas
$971K +$207K +11,678 +22%
VFA
263
Valeo Financial Advisors
Indiana
$970K -$266K -14,994 -19%
BCA
264
Bray Capital Advisors
Florida
$962K +$727K +40,940 +176%
IA
265
IFP Advisors
Florida
$951K -$161K -9,060 -13%
IC
266
Innealta Capital
Texas
$949K -$4.05K -228 -0.4%
Simplex Trading
267
Simplex Trading
Illinois
$948K -$9.95M -560,344 -90%
BP
268
BBR Partners
New York
$939K -$88.8K -5,000 -7%
BCM
269
Brookstone Capital Management
Illinois
$935K +$283K +15,934 +34%
PLFAM
270
Pineno Levin & Ford Asset Management
Virginia
$926K +$1.1M +61,860 New
MAM
271
Meeder Asset Management
Ohio
$923K +$131K +7,372 +14%
TCOO
272
Trust Company of Oklahoma
Oklahoma
$905K +$1.07M +60,408 New
JRP
273
Jasper Ridge Partners
California
$899K
KFGK
274
Keystone Financial Group (Kentucky)
Kentucky
$894K +$116K +6,506 +12%
GA
275
GFS Advisors
Texas
$891K -$594K -33,456 -36%

XLE Hedge Fund Activity: Q3 2020 in Review

753 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2020, worth a combined $4.63B — down 20% from $5.78B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of XLE and 93 opened new positions — a net loss of 53 holders — while 275 trimmed existing stakes and 295 added.

The largest buyer was Goldman Sachs, adding an estimated $123M. The largest seller was Jane Street, cutting an estimated $145M.

  • 753 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2020, down from 815 in Q2 2020.
  • Funds reported $4.63B of State Street Energy Select Sector SPDR ETF stock for Q3 2020, down 20% quarter-over-quarter.
  • 93 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2020 and 146 closed out, a net change of -53 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2020 was Goldman Sachs, an estimated $123M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2020 was Jane Street, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2020.