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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
SFM
526
Signet Financial Management
New Jersey
$578K +$525K +30,494 New
MP
527
McDonald Partners
Ohio
$572K +$520K +30,178 New
NPT
528
Nixon Peabody Trust
Massachusetts
$569K -$641K -37,200 -55%
CC
529
Callan Capital
California
$567K +$134K +7,770 +35%
SG
530
StoneX Group
New York
$565K +$145K +8,428 +39%
SWMP
531
Signature Wealth Management Partners
New Jersey
$563K +$512K +29,688 New
BWM
532
Birchcreek Wealth Management
Ohio
$561K +$511K +29,632 New
AWM
533
Apollon Wealth Management
South Carolina
$559K +$508K +29,496 New
WPW
534
Waldron Private Wealth
Pennsylvania
$558K +$507K +29,448 New
MAM
535
Marquette Asset Management
Minnesota
$557K +$317K +18,400 +167%
LWAC
536
Laurel Wealth Advisors (California)
California
$553K -$283K -16,422 -36%
RWA
537
River Wealth Advisors
Pennsylvania
$549K +$25K +1,452 +5%
ARMC
538
American Research & Management Company
Massachusetts
$549K +$32.6K +1,890 +7%
APW
539
Aurora Private Wealth
New Jersey
$547K -$32.7K -1,900 -6%
WPWM
540
Windward Private Wealth Management
Kansas
$545K +$495K +28,736 New
EWM
541
Endurance Wealth Management
Rhode Island
$544K -$72.2K -4,188 -13%
BCM
542
BTR Capital Management
California
$541K +$492K +28,550 New
UBG
543
United Bank (Georgia)
Georgia
$540K +$491K +28,478 New
KFS
544
Kaizen Financial Strategies
California
$539K +$490K +28,442 New
AWA
545
Arkadios Wealth Advisors
Georgia
$538K +$119K +6,930 +32%
CFD
546
Creative Financial Designs
Indiana
$531K +$81K +4,702 +20%
LRPA
547
L. Roy Papp & Associates
Arizona
$530K +$4.14K +240 +0.9%
KPW
548
Kore Private Wealth
New York
$522K +$199K +11,536 +72%
WS
549
Wedbush Securities
California
$519K -$22.6K -1,312 -5%
RIA
550
Realta Investment Advisors
Delaware
$519K -$16.5K -956 -3%

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.