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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
FMC
326
First Merchants Corp
Indiana
$1.59M +$136K +7,890 +10%
MCM
327
MKP Capital Management
New York
$1.57M +$1.43M +82,824 New
MWM
328
Merriman Wealth Management
Washington
$1.56M +$1.42M +82,536 New
Franklin Resources
329
Franklin Resources
California
$1.56M -$256K -14,870 -15%
BRWA
330
B. Riley Wealth Advisors
Florida
$1.54M +$123K +7,124 +10%
ECM
331
ExodusPoint Capital Management
New York
$1.53M -$20.9M -1,211,164 -94%
AIC
332
Ayalon Insurance Company
Israel
$1.5M -$368K -21,330 -21%
CWA
333
Clarus Wealth Advisors
Arizona
$1.48M +$323K +18,762 +36%
GI
334
GAMCO Investors
Connecticut
$1.47M
GA
335
GFS Advisors
Texas
$1.45M +$296K +17,200 +29%
SFS
336
Solitude Financial Services
Virginia
$1.45M +$1.31M +76,282 New
Two Sigma Investments
337
Two Sigma Investments
New York
$1.44M -$24.4M -1,415,606 -95%
NCM
338
Nelson Capital Management
California
$1.44M +$816K +47,340 +166%
NW
339
NewEdge Wealth
Pennsylvania
$1.44M +$1.31M +75,832 New
SCP
340
Silverleafe Capital Partners
Tennessee
$1.43M +$1.3M +75,662 New
NA
341
NewEdge Advisors
Louisiana
$1.43M +$829K +48,132 +175%
HT
342
HighTower Trust
Texas
$1.42M +$1.29M +75,000 New
GCP
343
GSA Capital Partners
United Kingdom
$1.41M +$1.28M +74,438 New
ECM
344
Evergreen Capital Management
Washington
$1.41M -$9.89K -574 -0.8%
MCC
345
Money Concepts Capital
Florida
$1.41M +$1.28M +74,244 New
SL
346
Salomon & Ludwin
Virginia
$1.4M -$125K -7,226 -9%
GM
347
Granger Management
New York
$1.4M +$1.27M +73,832 New
DADC
348
D.A. Davidson & Co
Montana
$1.4M +$409K +23,760 +48%
PWW
349
Pettyjohn Wood & White
Virginia
$1.4M +$1.27M +73,610 New
PFS
350
Prospera Financial Services
Texas
$1.39M -$93.5K -5,428 -7%

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.