We are live on ! Find out more
XLE icon

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
BL
576
BFSG LLC
California
$469K +$426K +24,740 New
IBOK
577
Independence Bank of Kentucky
Kentucky
$467K +$420K +24,350 +7,755%
EWM
578
Edge Wealth Management
New York
$463K +$420K +24,372 New
KHLMVGHM
579
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$461K +$15.2K +880 +4%
CGA
580
Crescent Grove Advisors
Illinois
$460K -$3.55K -206 -0.8%
DCM
581
Donaldson Capital Management
Indiana
$460K +$418K +24,280 New
T. Rowe Price Associates
582
T. Rowe Price Associates
Maryland
$459K +$417K +24,200 New
EWM
583
Empirical Wealth Management
Washington
$455K +$414K +24,006 New
SIAG
584
Safeguard Investment Advisory Group
California
$451K +$410K +23,806 New
RIA
585
Regal Investment Advisors
Michigan
$450K +$409K +23,762 New
B
586
Bailard
California
$446K +$406K +23,548 New
PP
587
Patten & Patten
Tennessee
$444K +$24.8K +1,440 +7%
VCM
588
Vivaldi Capital Management
Illinois
$443K +$150K +8,694 +59%
CPA
589
Court Place Advisors
Maryland
$437K +$397K +23,050 New
GEM
590
Global Endowment Management
North Carolina
$436K
TFCP
591
Twin Focus Capital Partners
Massachusetts
$436K
WAM
592
WNY Asset Management
New York
$435K +$397K +23,032 New
OIS
593
Okabena Investment Services
Minnesota
$430K
PG
594
Proffitt & Goodson
Tennessee
$429K -$258K -14,944 -40%
WT
595
Whittier Trust
California
$425K +$26.7K +1,548 +7%
EVM
596
Eaton Vance Management
Massachusetts
$420K -$429K -24,892 -53%
AIM
597
Alhambra Investment Management
Florida
$420K +$27.4K +1,590 +8%
MIH
598
Meitav Investment House
Israel
$419K -$585K -33,974 -61%
FHC
599
First Horizon Corporation
Tennessee
$418K -$100K -5,830 -21%
NFG
600
Next Financial Group
Texas
$411K -$11.3K -654 -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.