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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
MAM
551
Marquette Asset Management
Minnesota
$165K
CWC
552
Carolinas Wealth Consulting
North Carolina
$164K -$94K -5,296 -33%
AF
553
Advisornet Financial
Minnesota
$162K -$108K -6,084 -36%
RG
554
Retirement Group
California
$157K +$103K +5,822 +125%
IFA
555
Interactive Financial Advisors
Illinois
$147K -$12.9K -728 -7%
MA
556
MUFG Americas
New York
$137K -$7.1K -400 -4%
PB
557
Pinnacle Bancorp
Nebraska
$135K +$142K +8,000 +800%
Bessemer Group
558
Bessemer Group
New Jersey
$129K -$117K -6,570 -43%
FHA
559
Flagship Harbor Advisors
Massachusetts
$128K -$27.4K -1,542 -15%
BA
560
Bristlecone Advisors
Washington
$125K +$149K +8,380 New
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$124K +$16.5K +928 +13%
FDCDDQ
562
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K -$37.1K -2,092 -20%
DTIM
563
Danda Trouve Investment Management
Kansas
$118K -$13.9K -782 -9%
ST
564
Smithfield Trust
Pennsylvania
$117K -$533 -30 -0.4%
Bank Julius Baer & Co
565
Bank Julius Baer & Co
Switzerland
$115K +$120K +6,758 +2,661%
HNB
566
Huntington National Bank
Ohio
$109K -$5.4K -304 -4%
CCM
567
Covington Capital Management
California
$109K +$78.1K +4,400 +154%
HIA
568
Harbor Investment Advisory
Maryland
$108K -$17.5K -984 -12%
AF
569
Allworth Financial
California
$106K +$9.38K +528 +8%
PI
570
PineBridge Investments
New York
$105K
PA
571
Parallel Advisors
California
$104K -$12.7K -716 -9%
HI
572
Hudock Inc
Pennsylvania
$101K -$32.9K -1,852 -21%
BSG
573
Black Swift Group
Colorado
$100K -$460K -25,900 -79%
RIA
574
RPG Investment Advisory
California
$98K +$71 +4 +0.1%
CIAS
575
Capital Investment Advisory Services
North Carolina
$97K -$16.8K -946 -13%

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.