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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
MIS
426
Morningstar Investment Services
Illinois
$374K +$440K +24,786 New
WCA
427
Windsor Creek Advisors
Vermont
$374K +$444K +25,000 New
AWM
428
Aries Wealth Management
Maine
$372K +$441K +24,828 New
IA
429
IFG Advisory
Georgia
$370K -$55.5K -3,124 -11%
CGA
430
Crescent Grove Advisors
Illinois
$366K -$4.26K -240 -1%
Jones Financial Companies
431
Jones Financial Companies
Missouri
$364K -$377K -21,230 -47%
Comerica Bank
432
Comerica Bank
Texas
$364K -$54.2K -3,050 -11%
NB
433
NBT Bank
New York
$357K -$45.2K -2,544 -10%
T2I
434
Turim 21 Investimentos
Brazil
$355K +$420K +23,674 New
KHLMVGHM
435
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$351K -$2.27M -127,572 -84%
LBC
436
Lowe Brockenbrough & Co
Virginia
$350K +$414K +23,340 New
CFD
437
Creative Financial Designs
Indiana
$349K +$167K +9,410 +68%
PHS
438
Pekin Hardy Strauss
Illinois
$345K +$409K +23,030 New
GEM
439
Global Endowment Management
North Carolina
$344K -$419K -23,600 -51%
TFCP
440
Twin Focus Capital Partners
Massachusetts
$344K
JWCA
441
J.W. Cole Advisors
Florida
$343K -$61.8K -3,480 -13%
OIS
442
Okabena Investment Services
Minnesota
$340K
NFC
443
Northeast Financial Consultants
Connecticut
$337K -$52K -2,930 -12%
HCM
444
Highlander Capital Management
New Jersey
$337K
NFG
445
Next Financial Group
Texas
$334K +$119K +6,726 +43%
JGC
446
J. Goldman & Co
New York
$334K +$396K +22,298 New
SG
447
Somerset Group
Minnesota
$332K
CC
448
Callan Capital
California
$332K +$15.1K +852 +4%
PP
449
Patten & Patten
Tennessee
$329K -$9.59K -540 -2%
VWA
450
V Wealth Advisors
Kansas
$328K -$273K -15,350 -41%

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.