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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
Qube Research & Technologies (QRT)
276
Qube Research & Technologies (QRT)
United Kingdom
$2.3M -$21M -1,215,962 -91%
CAL
277
Capital Advisors Ltd
Ohio
$2.29M +$83.6K +4,854 +4%
WAS
278
Winch Advisory Services
Wisconsin
$2.29M +$2.04M +118,222 +4,629%
WC
279
Wexford Capital
Florida
$2.27M +$2.07M +120,000 New
KF
280
Krilogy Financial
Missouri
$2.26M -$13.6K -792 -0.7%
FANJ
281
Financial Architects (New Jersey)
New Jersey
$2.26M +$2.05M +119,156 New
VA
282
Valmark Advisers
Ohio
$2.24M +$119K +6,892 +6%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$2.23M
TCWA
284
Ten Capital Wealth Advisors
Washington
$2.22M +$46.3K +2,686 +2%
LOAMU
285
Lombard Odier Asset Management (USA)
New York
$2.21M +$2.01M +116,586 New
SAM
286
Silvercrest Asset Management
New York
$2.19M +$1.99M +115,632 New
BS
287
Boenning & Scattergood
Pennsylvania
$2.19M +$649K +37,684 +48%
GPFA
288
Game Plan Financial Advisors
Ohio
$2.18M +$1.98M +114,906 New
CA
289
Continental Advisors
Utah
$2.18M -$138K -8,000 -7%
BRM
290
Boston Research & Management
Massachusetts
$2.09M +$700K +40,628 +58%
AP
291
Appleton Partners
Massachusetts
$2.06M +$31.4K +1,824 +2%
HCM
292
HMS Capital Management
Tennessee
$2.06M +$1.87M +108,624 New
AIM
293
AMI Investment Management
Indiana
$2.05M +$144K +8,336 +8%
WP
294
WealthSource Partners
California
$2.04M -$124K -7,174 -6%
SGCA
295
Steel Grove Capital Advisors
Tennessee
$2.04M +$1.85M +107,486 New
PP
296
Paloma Partners
Connecticut
$2.03M -$10.3M -598,972 -85%
SCA
297
Stillwater Capital Advisors
Pennsylvania
$2.02M +$17.1K +994 +0.9%
VAS
298
Valicenti Advisory Services
New York
$2.02M +$1.84M +106,790 New
LNC
299
Lincoln National Corp
Pennsylvania
$2.01M +$1.82M +105,896 New
GAMA
300
Graticule Asia Macro Advisors
New York
$1.97M +$1.79M +103,820 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.