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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
RIA
401
Realta Investment Advisors
Delaware
$425K +$159K +8,952 +46%
PF
402
Phoenix Financial
Israel
$421K -$5.61K -316 -1%
NEAM
403
New England Asset Management
Connecticut
$419K -$1.07M -60,000 -68%
FHC
404
First Horizon Corporation
Tennessee
$418K +$496K +27,932 New
IFWM
405
Institute for Wealth Management
Colorado
$417K -$62.9K -3,542 -11%
LRPA
406
L. Roy Papp & Associates
Arizona
$415K -$41.7K -2,350 -8%
SBSB
407
Sullivan, Bruyette, Speros & Blaney
Virginia
$414K +$97.6K +5,494 +25%
BCM
408
Boltwood Capital Management
California
$413K +$489K +27,566 New
NA
409
NewEdge Advisors
Louisiana
$412K -$475K -26,774 -49%
RWA
410
River Wealth Advisors
Pennsylvania
$412K -$11.2K -628 -2%
PBT
411
Pictet Bank & Trust
Bahamas
$410K -$78.1K -4,400 -14%
IP
412
Intellectus Partners
California
$409K -$85.8K -4,832 -15%
TW
413
TrinityPoint Wealth
Connecticut
$408K +$80.6K +4,540 +20%
GM
414
GeoWealth Management
Illinois
$406K +$89.6K +5,048 +23%
ARMC
415
American Research & Management Company
Massachusetts
$405K +$249 +14 +0.1%
BA
416
Ballew Advisors
Mississippi
$403K -$59.9K -3,372 -11%
KCM
417
Kanawha Capital Management
Virginia
$397K -$5.5K -310 -1%
YIA
418
YHB Investment Advisors
Connecticut
$395K +$130K +7,338 +39%
CS
419
Capital Square
Tennessee
$389K -$1.42K -80 -0.3%
CTC
420
Central Trust Company
Missouri
$388K +$71.4K +4,022 +18%
CB
421
Commerce Bank
Missouri
$386K -$156K -8,808 -25%
RFWA
422
RPg Family Wealth Advisory
Massachusetts
$386K +$18.4K +1,034 +4%
BHB
423
Bank Hapoalim BM
Israel
$381K +$367K +20,688 +43%
MS
424
Maven Securities
Jersey
$377K +$444K +25,000 New
GIA
425
Granite Investment Advisors
New Hampshire
$376K -$99.6K -5,612 -18%

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.