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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
SSWG
576
Seven Springs Wealth Group
Tennessee
$97K +$2.34K +132 +2%
FGA
577
Fortis Group Advisors
New Jersey
$97K +$115K +6,500 New
ACA
578
Aptus Capital Advisors
Alabama
$96K +$37.2K +2,096 +48%
OIA
579
Optimum Investment Advisors
Illinois
$95K +$284 +16 +0.3%
MCM
580
MV Capital Management
Maryland
$93K -$2.52K -142 -2%
MIFH
581
Migdal Insurance & Financial Holdings
Israel
$89K -$30.7K -1,730 -23%
FIA
582
FNY Investment Advisers
New York
$89K +$107K +6,000 New
PMFA
583
Plante Moran Financial Advisors
Michigan
$88K
CC
584
Cassaday & Co
Virginia
$84K -$7.56K -426 -7%
SWM
585
Sugarloaf Wealth Management
Georgia
$78K -$3.83K -216 -4%
FP
586
Financial Perspectives
Minnesota
$75.3K +$1.53K +86 +2%
GI
587
Gradient Investments
Minnesota
$75K -$12.2K -688 -12%
SFSIG
588
San Francisco Sentry Investment Group
California
$73K -$26.2K -1,478 -23%
CFO
589
CVA Family Office
Colorado
$72K
DSC
590
Duncker Streett & Co
Missouri
$70K -$12.8K -722 -13%
WIM
591
Westside Investment Management
California
$69.3K +$160K +8,986 +37%
NMC
592
Nine Masts Capital
Hong Kong
$67K +$79.5K +4,480 New
CLOS
593
Compagnie Lombard Odier SCmA
Switzerland
$66K +$42.6K +2,400 +120%
JFGIW
594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K +$60.4K +3,400 +340%
MTC
595
Matrix Trust Company
Colorado
$64K -$63.4K -3,572 -45%
C
596
Cerebellum
California
$64K +$75.4K +4,246 New
MWP
597
Meridian Wealth Partners
Pennsylvania
$63K
BCA
598
Berman Capital Advisors
Georgia
$62K +$1.28K +72 +2%
AIM
599
Anchor Investment Management
South Carolina
$61.7K -$8.88K -500 -11%
FCH
600
Freestone Capital Holdings
Washington
$61.2K +$72.6K +4,088 New

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.