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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
Stifel Financial
51
Stifel Financial
Missouri
$24.7M +$6.81M +395,130 +43%
DA
52
Duality Advisers
Florida
$23.1M -$22.7M -1,319,112 -52%
PC
53
Paulson & Co
New York
$22.6M +$20.5M +1,190,000 New
QIM
54
Quantitative Investment Management
Virginia
$21.9M -$551K -31,962 -3%
NHFG
55
New Harbor Financial Group
Massachusetts
$21.2M +$19.2M +1,116,400 New
Northern Trust
56
Northern Trust
Illinois
$20.4M +$2.76M +160,228 +17%
HCM
57
Hilton Capital Management
New York
$20.4M +$18.5M +1,074,908 New
HSBC Holdings
58
HSBC Holdings
United Kingdom
$19.8M -$4.95M -287,418 -22%
HF
59
HRT Financial
New York
$18.9M +$17.2M +996,664 New
US Bancorp
60
US Bancorp
Minnesota
$18.1M -$778K -45,148 -5%
PPW
61
Parcion Private Wealth
Washington
$18M +$14.4M +834,202 +736%
MERSOM
62
Municipal Employees' Retirement System of Michigan
Michigan
$17.9M +$16.3M +944,800 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$17.8M +$162K +9,376 +1%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$17.6M +$8.47M +491,778 +113%
SCCM
65
Schafer Cullen Capital Management
New York
$16.6M +$10.2M +593,696 +212%
V
66
Veritable
Delaware
$16.2M -$11.2M -651,786 -43%
BCP
67
Blue Chip Partners
Michigan
$16.1M +$1.69M +98,036 +13%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$16.1M +$3.82M +221,698 +35%
BHB
69
Bank Hapoalim BM
Israel
$15.2M +$12.6M +732,630 +1,059%
MWM
70
Meridian Wealth Management
Kentucky
$14.7M +$13.4M +774,804 New
AA
71
ALPS Advisors
Colorado
$14.7M -$782K -45,388 -6%
CA
72
CastleArk Alternatives
Illinois
$14.5M +$13.2M +766,000 New
TD Asset Management
73
TD Asset Management
Ontario, Canada
$14.5M +$13.2M +766,000 New
JMPWA
74
JP Morgan Private Wealth Advisors
California
$14.5M +$6.26M +363,210 +91%
PPA
75
Parametric Portfolio Associates
Washington
$13.8M +$12.6M +729,696 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.