We are live on ! Find out more
XLE icon

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
CPA
426
Clear Perspective Advisors
Illinois
$922K +$385K +22,346 +85%
IIA
427
IPG Investment Advisors
California
$922K +$838K +48,638 New
BFM
428
Boothbay Fund Management
New York
$921K +$838K +48,610 New
TFF
429
The Family Firm
Maryland
$914K +$193K +11,210 +36%
LDFR
430
Lehman & Derafelo Financial Resources
Pennsylvania
$909K +$336K +19,500 +68%
BSW
431
Buckingham Strategic Wealth
Missouri
$907K -$95.1K -5,518 -10%
VWA
432
V Wealth Advisors
Kansas
$905K +$445K +25,816 +118%
FI
433
FormulaFolio Investments
Michigan
$895K +$814K +47,232 New
PAM
434
Palisade Asset Management
Minnesota
$892K +$811K +47,090 New
VFA
435
Valeo Financial Advisors
Indiana
$884K -$312K -18,080 -28%
CAAS
436
Capital Asset Advisory Services
Michigan
$880K +$586K +34,008 +274%
GL
437
Graypoint LLC
New York
$873K +$7.41K +430 +0.9%
CICI
438
Capital Investment Counsel Inc
North Carolina
$873K +$62.9K +3,650 +9%
BCFS
439
Butensky & Cohen Financial Security
Florida
$870K -$45.3K -2,630 -5%
GC
440
Gruss & Co
Florida
$853K
PBF
441
Petix & Botte Financial
California
$853K +$12.3K +714 +2%
BCV
442
Banque Cantonale Vaudoise
Switzerland
$849K +$532K +30,900 +222%
MCM
443
MAI Capital Management
Ohio
$849K +$772K +44,810 New
PAMU
444
Pictet Asset Management (UK)
United Kingdom
$845K +$769K +44,610 New
GFS
445
GYL Financial Synergies
Connecticut
$842K +$7.31K +424 +1%
BW
446
Bison Wealth
Georgia
$837K +$86.6K +5,028 +13%
SDAM
447
Shulman DeMeo Asset Management
New York
$836K +$180K +10,472 +31%
MAM
448
Meeder Asset Management
Ohio
$824K -$313K -18,136 -29%
CCT
449
Country Club Trust
Missouri
$818K -$24.1K -1,400 -3%
KFGK
450
Keystone Financial Group (Kentucky)
Kentucky
$816K -$287K -16,628 -28%

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.