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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
SCM
701
Symons Capital Management
Pennsylvania
$266K +$241K +14,008 New
MSU
702
Mizuho Securities USA
New York
$265K +$241K +14,000 New
FMWA
703
Forvis Mazars Wealth Advisors
Missouri
$265K +$241K +14,010 New
PP
704
Patron Partners
Texas
$263K +$239K +13,894 New
MC
705
Moors & Cabot
Massachusetts
$263K +$240K +13,904 New
MMA
706
Miracle Mile Advisors
California
$262K +$238K +13,806 New
SFC
707
SYM Financial Corp
Indiana
$260K -$345 -20 -0.1%
MTC
708
Matrix Trust Company
Colorado
$260K +$163K +9,446 +220%
MMG
709
Monetary Management Group
Missouri
$258K
BOM
710
Bank of Marin
California
$258K +$3.52K +204 +2%
EGA
711
E&G Advisors
Texas
$257K +$234K +13,550 New
EWF
712
Epstein & White Financial
California
$254K -$6.79K -394 -3%
APSI
713
Asset Planning Services Inc
Louisiana
$254K +$231K +13,426 New
TW
714
Towerpoint Wealth
California
$253K +$34 +2 +0%
SNT
715
Security National Trust
West Virginia
$253K +$193K +11,200 +518%
SCM
716
Sterneck Capital Management
Missouri
$253K +$230K +13,354 New
CIC
717
Carnegie Investment Counsel
Ohio
$251K +$229K +13,270 New
TNB
718
TCF National Bank
South Dakota
$250K +$227K +13,182 New
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$249K +$214K +12,414 +1,744%
FMP
720
Financial Management Professionals
Texas
$249K +$226K +13,124 New
AF
721
Advisornet Financial
Minnesota
$248K +$38.6K +2,242 +21%
APP
722
Avantax Planning Partners
Iowa
$247K -$18.9K -1,094 -8%
PB
723
Pinnacle Bancorp
Nebraska
$246K +$68.9K +4,000 +44%
FT
724
Fiduciary Trust
Massachusetts
$244K -$21.6K -1,252 -9%
MPCG
725
Matrix Private Capital Group
New York
$244K +$222K +12,878 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.