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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
MFW
376
Meristem Family Wealth
Minnesota
$485K -$37.3K -2,100 -6%
DC
377
Davenport & Co
Virginia
$483K -$185K -10,434 -24%
BAM
378
Berkshire Asset Management
Pennsylvania
$482K +$163K +9,166 +40%
CHA
379
Carmichael Hill & Associates
Maryland
$479K +$200K +11,252 +54%
CFG
380
Citizens Financial Group
Rhode Island
$478K +$416K +23,420 +254%
AIM
381
Acropolis Investment Management
Missouri
$475K +$217K +12,216 +63%
BO
382
BRR OpCo
Ohio
$474K +$199K +11,200 +55%
CC
383
Cedar Capital
Illinois
$473K +$561K +31,584 New
TFF
384
The Family Firm
Maryland
$472K +$72.6K +4,090 +15%
PAM
385
Private Asset Management
California
$472K +$559K +31,492 New
SDWIA
386
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$470K -$9.09K -512 -2%
AWM
387
Altavista Wealth Management
North Carolina
$468K +$123K +6,928 +28%
APW
388
Aurora Private Wealth
New Jersey
$461K -$178K -10,002 -25%
SJIM
389
St. Johns Investment Management
Florida
$455K +$34.2K +1,928 +7%
MWM
390
Maltin Wealth Management
New Jersey
$454K +$8.66K +488 +2%
OC
391
Oppenheimer & Co
New York
$449K -$380K -21,414 -42%
TCA
392
Transcend Capital Advisors
New Jersey
$446K +$83K +4,676 +19%
SS
393
Sunbelt Securities
Texas
$445K -$134K -7,554 -20%
ANTB
394
AMG National Trust Bank
Colorado
$445K +$15.6K +880 +3%
VanEck Associates
395
VanEck Associates
New York
$444K +$362K +20,414 +222%
BUB
396
BBVA USA Bancshares
Texas
$434K +$15.4K +866 +4%
RJT
397
Raymond James Trust
Florida
$431K +$224K +12,612 +78%
WS
398
Wedbush Securities
California
$430K -$104K -5,876 -17%
NCM
399
Nelson Capital Management
California
$427K -$130K -7,340 -20%
LDFR
400
Lehman & Derafelo Financial Resources
Pennsylvania
$426K

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.