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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
SBH
501
Segall Bryant & Hamill
Illinois
$234K +$10.2K +576 +4%
HIIFS
502
Harel Insurance Investments & Financial Services
Israel
$233K -$1.33M -75,098 -83%
KLCM
503
KG&L Capital Management
Louisiana
$233K +$1.46K +82 +0.5%
SKK
504
Shepherd Kaplan Krochuk
Massachusetts
$232K +$4.9K +276 +2%
FNT
505
First National Trust
Pennsylvania
$231K -$66.8K -3,762 -20%
ST
506
Spinnaker Trust
Maine
$230K -$23.1K -1,300 -8%
SWM
507
SeaCrest Wealth Management
New York
$228K -$65.9K -3,712 -20%
SFG
508
SNS Financial Group
Minnesota
$227K
MAFM
509
Mid Atlantic Financial Management
Pennsylvania
$225K -$4.12K -232 -2%
PCM
510
Parsons Capital Management
Rhode Island
$223K -$31.6K -1,782 -11%
MSAGDF
511
Moneda SA Administradora General de Fondos
Chile
$220K
APW
512
Acima Private Wealth
Virginia
$218K +$161K +9,076 +166%
IC
513
Iconiq Capital
California
$216K +$4.37K +246 +2%
HCP
514
Hexagon Capital Partners
Arkansas
$215K +$258K +14,514 New
TC
515
TownSquare Capital
Utah
$214K -$14.5K -818 -5%
RMC
516
Resources Management Corp
Connecticut
$214K +$16.8K +946 +7%
3AM
517
3D Asset Management
Connecticut
$214K +$253K +14,276 New
LWANC
518
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K -$53.3K -3,000 -17%
FT
519
Fiduciary Trust
Massachusetts
$212K -$70.8K -3,988 -22%
APP
520
Avantax Planning Partners
Iowa
$212K -$35.5K -2,000 -12%
GWS
521
Glassman Wealth Services
Virginia
$210K -$85.4K -4,810 -26%
NB
522
Northwest Bancshares
Pennsylvania
$210K +$248K +13,982 New
FWP
523
FAS Wealth Partners
Kansas
$209K +$3.87K +218 +2%
CCM
524
Carlson Capital Management
Minnesota
$209K +$5.93K +334 +2%
EWF
525
Epstein & White Financial
California
$208K +$16.1K +904 +7%

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.