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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
CC
301
Claybrook Capital
Massachusetts
$1.96M +$1.78M +103,350 New
GWM
302
Geneos Wealth Management
Colorado
$1.94M +$1.2M +69,836 +176%
CCFM
303
Clear Creek Financial Management
Washington
$1.91M +$1.74M +100,738 New
JCM
304
Jacobi Capital Management
Pennsylvania
$1.91M -$327K -18,956 -16%
CTB
305
Country Trust Bank
Illinois
$1.88M +$1.68M +97,700 +6,575%
HWA
306
Hillcrest Wealth Advisors
New Jersey
$1.87M -$1.26M -72,906 -42%
MCM
307
Murphy Capital Management
New Jersey
$1.85M +$392K +22,736 +30%
GLA
308
Great Lakes Advisors
Illinois
$1.84M +$82.1K +4,766 +5%
SIC
309
Sigma Investment Counselors
Michigan
$1.82M +$994K +57,676 +151%
SFG
310
SNS Financial Group
Minnesota
$1.79M +$1.37M +79,390 +523%
VDI
311
Vaughan David Investments
Illinois
$1.78M +$318K +18,440 +24%
Brown Advisory
312
Brown Advisory
Maryland
$1.77M +$126K +7,304 +8%
BFG
313
Beacon Financial Group
Texas
$1.76M +$1.37M +79,386 New
BA
314
Ballew Advisors
Mississippi
$1.76M +$983K +57,030 +213%
ASN
315
Advisory Services Network
Georgia
$1.76M -$90K -5,222 -5%
PCM
316
Parsons Capital Management
Rhode Island
$1.75M +$1.33M +77,390 +520%
Koshinski Asset Management
317
Koshinski Asset Management
Illinois
$1.72M +$1.09M +63,492 +231%
COI
318
Connable Office Inc
Michigan
$1.72M +$1.57M +90,910 New
IWM
319
IHT Wealth Management
Illinois
$1.71M -$18.5K -1,072 -1%
CCM
320
Covington Capital Management
California
$1.71M +$1.43M +82,930 +1,142%
CCFCSB
321
Cape Cod Five Cents Savings Bank
Massachusetts
$1.69M -$645K -37,416 -30%
BAM
322
Belpointe Asset Management
Nevada
$1.67M +$1.2M +69,594 +376%
5L
323
55I LLC
Massachusetts
$1.66M +$51.5K +2,990 +4%
IA
324
IFP Advisors
Florida
$1.65M +$408K +23,688 +37%
AIP
325
ARS Investment Partners
New York
$1.62M +$323K +18,752 +28%

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.