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
PWM
676
Perigon Wealth Management
California
$298K -$58.8K -3,414 -18%
SKK
677
Shepherd Kaplan Krochuk
Massachusetts
$297K +$3.62K +210 +1%
SAMT
678
Select Asset Management & Trust
Pennsylvania
$296K +$269K +15,632 New
SBH
679
Segall Bryant & Hamill
Illinois
$295K
NAM
680
NorthCoast Asset Management
Connecticut
$295K +$269K +15,584 New
RMC
681
Resources Management Corp
Connecticut
$293K +$20.2K +1,170 +8%
CCM
682
Carlson Capital Management
Minnesota
$289K
HCM
683
Highlander Capital Management
New Jersey
$288K -$126K -7,300 -32%
BA
684
Bristlecone Advisors
Washington
$288K +$118K +6,842 +82%
AG
685
Appleton Group
Wisconsin
$286K +$260K +15,100 New
DI
686
Diligent Investors
California
$286K +$260K +15,100 New
9WM
687
9258 Wealth Management
Ohio
$283K +$257K +14,930 New
WJA
688
Willis Johnson & Associates
Texas
$283K +$257K +14,934 New
SYBT
689
Stock Yards Bank & Trust
Kentucky
$282K +$256K +14,880 New
FCM
690
Firestone Capital Management
Florida
$281K +$221K +12,818 +641%
SG
691
Swarthmore Group
Pennsylvania
$280K -$2.89M -167,450 -92%
MSAGDF
692
Moneda SA Administradora General de Fondos
Chile
$279K
CPIG
693
Chicago Partners Investment Group
Illinois
$279K +$229K +13,260 New
KLCM
694
KG&L Capital Management
Louisiana
$277K -$17.1K -990 -6%
IC
695
Iconiq Capital
California
$276K +$3.38K +196 +1%
HCP
696
Hexagon Capital Partners
Arkansas
$275K
JCM
697
Janney Capital Management
Pennsylvania
$275K +$250K +14,488 New
BPA
698
Beacon Pointe Advisors
California
$271K +$245K +14,224 New
FPW
699
Flagship Private Wealth
Massachusetts
$271K +$232K +13,470 New
NFP
700
Novak Financial Planning
Maryland
$270K +$245K +14,222 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.