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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
GT
476
Glenview Trust
Kentucky
$278K -$181K -10,200 -35%
TCM
477
Towercrest Capital Management
Pennsylvania
$276K
AIC
478
Ameritas Investment Company
Nebraska
$275K
BAM
479
Belpointe Asset Management
Nevada
$274K +$51.7K +2,910 +19%
MTIM
480
Marathon Trading Investment Management
Pennsylvania
$270K +$320K +18,000 New
BWP
481
Bernardo Wealth Planning
Pennsylvania
$264K -$48.5K -2,732 -13%
AC
482
Abbrea Capital
California
$261K -$5.08K -286 -2%
MWC
483
MBM Wealth Consultants
Missouri
$255K -$196K -11,024 -39%
GVAG
484
Great Valley Advisor Group
Delaware
$255K -$32.5K -1,830 -10%
Jennison Associates
485
Jennison Associates
New York
$254K +$16.2K +910 +6%
TF
486
Trek Financial
Arizona
$251K -$884K -49,760 -75%
GWSG
487
GPS Wealth Strategies Group
Colorado
$251K +$297K +16,728 New
VCM
488
Vivaldi Capital Management
Illinois
$248K +$51.8K +2,920 +25%
CWM
489
Cranbrook Wealth Management
Michigan
$247K -$163K -9,204 -36%
DC
490
Diametric Capital
Massachusetts
$244K +$289K +16,262 New
NHC
491
Nicholas Hoffman & Company
Georgia
$243K +$25.4K +1,428 +10%
TPWA
492
TRUE Private Wealth Advisors
Oregon
$242K +$26K +1,464 +10%
KPW
493
Kore Private Wealth
New York
$240K -$151K -8,482 -35%
VM
494
VPR Management
Texas
$240K
SBIA
495
Sheaff Brock Investment Advisors
Indiana
$240K +$50.1K +2,822 +21%
CWM
496
Chesapeake Wealth Management
Virginia
$239K +$12.3K +692 +5%
MWPCG
497
Measured Wealth Private Client Group
New Hampshire
$239K +$91K +5,126 +47%
ZIG
498
Zurich Insurance Group
Switzerland
$237K -$1.3M -73,340 -82%
BFP
499
Briaud Financial Planning
Texas
$236K +$32.3K +1,820 +13%
EC
500
Estate Counselors
Wisconsin
$235K +$76K +4,280 +38%

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.