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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
CFGS
351
Concourse Financial Group Securities
Alabama
$551K +$5.18K +292 +0.8%
PWLP
352
Prio Wealth Limited Partnership
Massachusetts
$541K
ST
353
Sabal Trust
Florida
$539K -$41.3K -2,326 -6%
NR
354
Newfound Research
Massachusetts
$538K -$1.77M -99,856 -74%
BMCM
355
Bryn Mawr Capital Management
Pennsylvania
$534K +$281K +15,804 +79%
NFSG
356
Newbridge Financial Services Group
Florida
$534K +$633K +35,652 New
EDRH
357
Edmond de Rothschild Holding
Switzerland
$532K
CCM
358
Cribstone Capital Management
Maine
$531K +$5.58K +314 +0.9%
WAS
359
WESPAC Advisors SoCal
California
$521K +$601K +33,850 New
EWA
360
EP Wealth Advisors
California
$520K -$130K -7,308 -17%
6M
361
6 Meridian
Kansas
$519K -$16.5K -932 -3%
FFN
362
Focus Financial Network
Minnesota
$514K +$66.6K +3,752 +12%
FCI
363
Financial Counselors Inc
Kansas
$510K -$99.8K -5,622 -14%
EW
364
Evoke Wealth
California
$509K -$19.2K -1,080 -3%
AFP
365
Ausdal Financial Partners
Iowa
$509K +$69.6K +3,918 +13%
CB
366
Community Bank
New York
$509K +$171K +9,614 +39%
WPC
367
White Pine Capital
Minnesota
$508K -$3.55K -200 -0.6%
RFC
368
Regions Financial Corp
Alabama
$508K +$6.57K +370 +1%
SFS
369
Sowell Financial Services
Arkansas
$505K -$41.4K -2,334 -6%
BFEC
370
Benjamin F. Edwards & Company
Missouri
$505K -$29.7K -1,674 -5%
SDAM
371
Shulman DeMeo Asset Management
New York
$504K -$21.6K -1,216 -3%
MC
372
Mathes Company
New York
$502K -$83.5K -4,700 -12%
WIC
373
Woodmont Investment Counsel
Tennessee
$493K -$381K -21,436 -39%
EWM
374
Endurance Wealth Management
Rhode Island
$493K -$128K -7,226 -18%
AMM
375
American Money Management
California
$490K +$9.62K +542 +2%

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.