We are live on ! Find out more
XLE icon

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
SWP
251
Stratos Wealth Partners
Ohio
$2.55M -$214K -12,436 -8%
SP
252
SWS Partners
Ohio
$2.54M +$2.31M +134,290 New
WMSA
253
Weiss Multi-Strategy Advisers
New York
$2.54M -$353K -20,500 -13%
NSAM
254
North Star Asset Management
Wisconsin
$2.53M -$301K -17,454 -12%
FHA
255
First Horizon Advisors
Tennessee
$2.53M +$2.1M +121,792 +1,044%
TCA
256
Transcend Capital Advisors
New Jersey
$2.52M +$1.78M +103,130 +346%
IWC
257
Integrated Wealth Concepts
Massachusetts
$2.52M +$1.56M +90,542 +214%
SW
258
SVB Wealth
Massachusetts
$2.49M -$19K -1,102 -0.8%
NEAM
259
New England Asset Management
Connecticut
$2.48M +$1.77M +102,950 +368%
CIP
260
Capital Insight Partners
Arizona
$2.48M +$21.1K +1,226 +0.9%
BCA
261
Bray Capital Advisors
Florida
$2.44M +$1.11M +64,470 +100%
WTB
262
Washington Trust Bank
Washington
$2.43M +$2.21M +127,990 New
EWA
263
EP Wealth Advisors
California
$2.41M +$1.6M +92,568 +267%
BPC
264
Banque Pictet & Cie
Switzerland
$2.4M +$643K +37,294 +42%
OMC
265
Old Mission Capital
Illinois
$2.4M +$2.18M +126,692 New
WWM
266
Western Wealth Management
Colorado
$2.38M +$31.2K +1,810 +1%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$2.37M +$1.45M +83,926 +205%
SC
268
Sepio Capital
Utah
$2.36M +$2.15M +124,704 New
Fisher Asset Management
269
Fisher Asset Management
Washington
$2.36M +$912K +52,940 +74%
AIL
270
AGF Investments LLC
Ontario, Canada
$2.36M -$1.07K -62 -0%
Capstone Investment Advisors
271
Capstone Investment Advisors
New York
$2.36M +$2.14M +124,332 New
APA
272
American Portfolios Advisors
New York
$2.35M +$679K +39,410 +47%
AII
273
AGF Investments Inc
Ontario, Canada
$2.35M
PWPS
274
Pinnacle Wealth Planning Services
Ohio
$2.32M
ICG
275
InterOcean Capital Group
Tennessee
$2.32M +$2.11M +122,398 New

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.