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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
FFG
526
Frisch Financial Group
New York
$208K +$54.4K +3,064 +28%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$208K +$247K +13,900 New
WJWM
528
Williams Jones Wealth Management
New York
$207K +$245K +13,818 New
SFC
529
SYM Financial Corp
Indiana
$205K +$3.37K +190 +1%
MMG
530
Monetary Management Group
Missouri
$204K
SIC
531
Shoker Investment Counsel
Ohio
$204K +$243K +13,688 New
CWM
532
Cornerstone Wealth Management
Missouri
$201K +$10.9K +612 +5%
BOM
533
Bank of Marin
California
$201K +$11.6K +652 +5%
SIM
534
SSI Investment Management
California
$200K
TW
535
Towerpoint Wealth
California
$200K +$923 +52 +0.4%
FA
536
FDx Advisors
Illinois
$200K +$237K +13,362 New
AA
537
Ancora Advisors
Ohio
$196K -$2.91M -164,016 -93%
TFA
538
Toth Financial Advisory
Virginia
$194K -$37.9K -2,136 -14%
CFB
539
Cullen/Frost Bankers
Texas
$190K
CAAS
540
Capital Asset Advisory Services
Michigan
$186K +$14.9K +840 +7%
PIA
541
Powell Investment Advisors
Florida
$184K +$1.53K +86 +0.7%
CAM
542
CenterStar Asset Management
Illinois
$182K
PCIA
543
Prime Capital Investment Advisors
Kansas
$181K -$4.73M -266,216 -96%
SFG
544
Sowa Financial Group
Rhode Island
$181K +$249 +14 +0.1%
WCG
545
Weaver Consulting Group
California
$177K -$1.53K -86 -0.7%
Daiwa Securities Group
546
Daiwa Securities Group
Japan
$174K -$153K -8,600 -43%
FHA
547
First Horizon Advisors
Tennessee
$173K -$6.57K -370 -3%
PGAM
548
Princeton Global Asset Management
New Jersey
$172K
BCM
549
Blume Capital Management
California
$169K +$201K +11,300 New
AF
550
Arrow Financial
New York
$168K -$1.74K -98 -0.9%

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.