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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
FCI
501
Financial Counselors Inc
Kansas
$636K -$8.44K -490 -1%
GGS
502
Galvin Gaustad & Stein
Arizona
$631K +$574K +33,306 New
HCM
503
Hollencrest Capital Management
California
$619K -$1.57M -91,340 -74%
SAM
504
Sequent Asset Management
Texas
$617K +$561K +32,540 New
MFW
505
Meristem Family Wealth
Minnesota
$614K
SDWIA
506
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$612K +$15.6K +904 +3%
BL
507
Balentine LLC
Georgia
$610K +$554K +32,172 New
American Century Companies
508
American Century Companies
Missouri
$606K +$551K +32,000 New
ANTB
509
AMG National Trust Bank
Colorado
$605K +$37.9K +2,200 +7%
BCM
510
Boltwood Capital Management
California
$601K +$71.1K +4,124 +15%
MSFS
511
Main Street Financial Solutions
Pennsylvania
$601K +$546K +31,690 New
HR
512
Hayden Royal
North Carolina
$601K +$546K +31,694 New
GI
513
Glovista Investments
New Jersey
$596K +$542K +31,460 New
CB
514
Commerce Bank
Missouri
$595K +$97.3K +5,646 +22%
SFS
515
Sowell Financial Services
Arkansas
$594K -$41K -2,378 -7%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$593K -$42.2K -2,448 -7%
SJIM
517
St. Johns Investment Management
Florida
$591K +$14.1K +820 +3%
BEI
518
Benjamin Edwards Inc
Missouri
$591K +$499K +28,958 +1,294%
GIA
519
Granite Investment Advisors
New Hampshire
$588K +$102K +5,908 +24%
OPS
520
Orion Portfolio Solutions
Nebraska
$587K +$534K +30,970 New
BCM
521
Bayesian Capital Management
New York
$587K +$534K +31,000 New
GRP
522
Global Retirement Partners
California
$585K -$316K -18,314 -37%
CFGS
523
Concourse Financial Group Securities
Alabama
$585K -$102K -5,920 -16%
AIM
524
Acropolis Investment Management
Missouri
$584K -$15.2K -882 -3%
Vontobel Holding
525
Vontobel Holding
Switzerland
$581K +$529K +30,672 New

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.