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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
IFG
551
Independent Financial Group
California
$519K +$472K +27,366 New
MWM
552
Maltin Wealth Management
New Jersey
$511K -$58.4K -3,388 -11%
VDBMI
553
Van Den Berg Management I
Texas
$511K +$465K +26,988 New
ICP
554
Interchange Capital Partners
Pennsylvania
$510K +$464K +26,934 New
OC
555
Oppenheimer & Co
New York
$508K -$55K -3,190 -11%
CCM
556
Condor Capital Management
New Jersey
$508K +$462K +26,794 New
SBSB
557
Sullivan, Bruyette, Speros & Blaney
Virginia
$507K -$15.3K -886 -3%
MAFM
558
Mid Atlantic Financial Management
Pennsylvania
$505K +$225K +13,036 +96%
CCM
559
Canal Capital Management
Virginia
$505K +$460K +26,668 New
NFSG
560
Newbridge Financial Services Group
Florida
$504K -$156K -9,048 -25%
BO
561
BRR OpCo
Ohio
$499K -$92K -5,340 -17%
YIA
562
YHB Investment Advisors
Connecticut
$497K -$2.58K -150 -0.6%
RCG
563
Rock Creek Group
District of Columbia
$493K -$395K -22,938 -47%
AWM
564
Aries Wealth Management
Maine
$492K -$18.6K -1,082 -4%
RFWA
565
RPg Family Wealth Advisory
Massachusetts
$489K +$1.07K +62 +0.2%
WJWM
566
Williams Jones Wealth Management
New York
$489K +$207K +12,000 +87%
QC
567
QCM Cayman
Texas
$481K +$437K +25,386 New
Comerica Bank
568
Comerica Bank
Texas
$479K -$20.9K -1,212 -5%
CC
569
Cedar Capital
Illinois
$478K -$109K -6,350 -20%
DJSG
570
D.J. St. Germain
Massachusetts
$477K -$270K -15,680 -38%
PFA
571
Pathway Financial Advisors
Vermont
$476K +$341K +19,782 New
BAM
572
Berkshire Asset Management
Pennsylvania
$475K -$122K -7,096 -22%
DBIA
573
Dumont & Blake Investment Advisors
New Jersey
$474K +$431K +25,024 New
UB
574
UMB Bank
Missouri
$471K +$428K +24,840 New
GIM
575
Goelzer Investment Management
Indiana
$470K +$427K +24,800 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.