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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
KJHP
351
K.J. Harrison & Partners
Ontario, Canada
$1.36M +$1.24M +72,000 New
SFA
352
Sequoia Financial Advisors
Ohio
$1.36M +$210K +12,212 +21%
JWCA
353
J.W. Cole Advisors
Florida
$1.36M +$840K +48,758 +213%
XSC
354
X-Square Capital
Puerto Rico
$1.35M -$44.8K -2,600 -4%
LBC
355
Lowe Brockenbrough & Co
Virginia
$1.35M +$823K +47,730 +204%
DTIM
356
Danda Trouve Investment Management
Kansas
$1.34M +$1.09M +63,086 +800%
Lido Advisors
357
Lido Advisors
California
$1.34M +$1.22M +70,810 New
BWM
358
BigSur Wealth Management
Florida
$1.34M -$191K -11,070 -14%
IA
359
IndexIQ Advisors
New York
$1.33M -$1.94M -112,658 -62%
GA
360
GoalVest Advisory
New York
$1.32M +$1.2M +69,764 New
CF
361
Centaurus Financial
California
$1.32M +$1.2M +69,540 New
Mariner
362
Mariner
Kansas
$1.31M -$2.82M -163,826 -70%
SS
363
Sunbelt Securities
Texas
$1.31M +$682K +39,560 +133%
WWS
364
Wellington Wealth Strategies
Indiana
$1.31M +$538K +31,208 New
RSWM
365
Robertson Stephens Wealth Management
California
$1.31M -$58.7K -3,404 -5%
RC
366
Roundview Capital
New Jersey
$1.3M +$299K +17,340 +34%
DC
367
Davenport & Co
Virginia
$1.3M +$627K +36,378 +113%
BF
368
BOK Financial
Oklahoma
$1.3M +$490K +28,448 +71%
ARG
369
Advisory Resource Group
Oklahoma
$1.28M +$12.6K +730 +1%
PHS
370
Pekin Hardy Strauss
Illinois
$1.28M +$766K +44,440 +193%
ACP
371
Aveo Capital Partners
Colorado
$1.28M -$91.2K -5,292 -7%
SAG
372
Spotlight Asset Group
Illinois
$1.28M -$43.8K -2,540 -4%
IC
373
Innealta Capital
Texas
$1.27M +$59K +3,422 +5%
KPWS
374
Kestra Private Wealth Services
Texas
$1.26M +$343K +19,906 +43%
CI
375
Conning Inc
Connecticut
$1.25M

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.