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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
AWA
451
Arkadios Wealth Advisors
Georgia
$325K -$28.2K -1,588 -7%
AWM
452
Aberdeen Wealth Management
Illinois
$324K -$9.77K -550 -2%
DLCIG
453
D.L. Carlson Investment Group
New Hampshire
$322K -$21K -1,182 -5%
MIM
454
Marco Investment Management
Georgia
$322K
NFG
455
Nations Financial Group
Iowa
$321K -$13.8K -780 -4%
MYIA
456
Mount Yale Investment Advisors
Colorado
$321K +$1.46K +82 +0.4%
GCMG
457
Gyroscope Capital Management Group
Florida
$321K +$9.34K +526 +3%
SG
458
StoneX Group
New York
$320K -$34.7K -1,956 -8%
RC
459
RegentAtlantic Capital
New Jersey
$316K +$141K +7,918 +60%
WT
460
Whittier Trust
California
$313K +$4.76K +268 +1%
CIM
461
Contravisory Investment Management
Massachusetts
$313K +$26.7K +1,506 +8%
AIM
462
Alhambra Investment Management
Florida
$308K +$365K +20,548 New
IMC Chicago
463
IMC Chicago
Illinois
$308K +$365K +20,558 New
NF
464
Nikulski Financial
Iowa
$305K -$15.3K -864 -4%
Neuberger Berman Group
465
Neuberger Berman Group
New York
$304K +$50.4K +2,838 +16%
CAM
466
Cresset Asset Management
Illinois
$300K +$19.5K +1,096 +6%
RHP
467
Royal Harbor Partners
Texas
$297K -$6.14K -346 -2%
HH
468
Hilltop Holdings
Texas
$295K -$1.23M -69,008 -78%
CG
469
Colony Group
Massachusetts
$293K +$11.6K +652 +3%
IRC
470
Investors Research Corp
Georgia
$293K +$300K +16,918 +634%
CCM
471
Chilton Capital Management
Texas
$290K -$13.2K -746 -4%
JWBC
472
J.W. Burns & Co
New York
$289K -$22.3K -1,254 -6%
LWM
473
Loveless Wealth Management
Montana
$288K +$32.9K +1,852 +11%
PWM
474
Perigon Wealth Management
California
$287K -$604 -34 -0.2%
JF
475
Jump Financial
Illinois
$283K +$336K +18,912 New

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.