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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
JF
626
JSF Financial
California
$357K +$325K +18,840 New
BWP
627
Bernardo Wealth Planning
Pennsylvania
$355K +$18.9K +1,096 +6%
Mercer Global Advisors
628
Mercer Global Advisors
Colorado
$355K +$323K +18,722 New
Neuberger Berman Group
629
Neuberger Berman Group
New York
$353K -$29.3K -1,700 -8%
NHC
630
Nicholas Hoffman & Company
Georgia
$353K +$41.9K +2,430 +15%
GT
631
Glenview Trust
Kentucky
$352K
LDB
632
Lee, Danner & Bass
Tennessee
$352K +$320K +18,550 New
TCM
633
Towercrest Capital Management
Pennsylvania
$350K
MAM
634
MMA Asset Management
Pennsylvania
$347K +$315K +18,294 New
CCA
635
Childress Capital Advisors
Texas
$347K +$315K +18,302 New
PAMP
636
Polar Asset Management Partners
Ontario, Canada
$345K +$314K +18,216 New
LWM
637
Laidlaw Wealth Management
New York
$344K +$313K +18,176 New
MIM
638
Marco Investment Management
Georgia
$341K -$60.3K -3,500 -16%
TPWA
639
TRUE Private Wealth Advisors
Oregon
$341K +$31.1K +1,802 +11%
CTI
640
Community Trust & Investment
Kentucky
$340K +$309K +17,950 New
CFP
641
Curran Financial Partners
South Carolina
$339K +$308K +17,884 New
MWC
642
MBM Wealth Consultants
Missouri
$337K +$12.5K +726 +4%
JWBC
643
J.W. Burns & Co
New York
$334K -$28.1K -1,630 -8%
MWPCG
644
Measured Wealth Private Client Group
New Hampshire
$334K +$29.5K +1,710 +11%
NFC
645
Northeast Financial Consultants
Connecticut
$332K -$86.3K -5,010 -22%
Jennison Associates
646
Jennison Associates
New York
$331K +$8.79K +510 +3%
IA
647
IFG Advisory
Georgia
$329K -$127K -7,360 -30%
PSUF
648
People's United Financial
Connecticut
$329K +$299K +17,354 New
FWP
649
FAS Wealth Partners
Kansas
$327K +$57K +3,310 +24%
NF
650
Nikulski Financial
Iowa
$326K -$54.4K -3,156 -15%

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.