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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
GWM
301
Greenwich Wealth Management
Connecticut
$741K +$116K +6,560 +15%
GRP
302
Global Retirement Partners
California
$737K +$5.82K +328 +0.7%
RCG
303
Rock Creek Group
District of Columbia
$733K +$335K +18,850 +63%
BCFS
304
Butensky & Cohen Financial Security
Florida
$727K +$26.7K +1,504 +3%
CS
305
Cannell & Spears
New York
$713K +$206K +11,596 +32%
EVM
306
Eaton Vance Management
Massachusetts
$704K -$38.1K -2,148 -4%
KPWS
307
Kestra Private Wealth Services
Texas
$692K +$819K +46,102 New
JCM
308
JS Capital Management
New York
$686K +$813K +45,800 New
WCM
309
Windsor Capital Management
Arizona
$685K +$90K +5,070 +12%
LWAC
310
Laurel Wealth Advisors (California)
California
$683K +$169K +9,542 +26%
GL
311
Graypoint LLC
New York
$683K +$260K +14,658 +47%
TC
312
Trust Company
Kansas
$676K +$4.19K +236 +0.5%
William Blair & Company
313
William Blair & Company
Illinois
$674K -$42.2K -2,374 -5%
GC
314
Gruss & Co
Florida
$674K +$799K +45,000 New
PBF
315
Petix & Botte Financial
California
$661K -$650K -36,628 -45%
CCT
316
Country Club Trust
Missouri
$661K -$58.7K -3,308 -7%
GFS
317
GYL Financial Synergies
Connecticut
$659K -$103K -5,802 -12%
PFA
318
Pettinga Financial Advisors
Indiana
$659K +$110K +6,200 +16%
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$657K -$54K -3,044 -6%
MA
320
Montag & Associates
Georgia
$651K -$160K -8,990 -17%
SIAS
321
Shine Investment Advisory Services
Colorado
$649K
ACM
322
AlphaStar Capital Management
North Carolina
$646K +$777K +43,740 New
OIA
323
OneDigital Investment Advisors
Kansas
$645K -$80.8K -4,550 -10%
MBTD
324
Mechanics Bank - Trust Department
California
$642K -$59.9K -3,376 -7%
CA
325
Cetera Advisors
Colorado
$641K -$603K -33,980 -44%

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.