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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
SBIA
726
Sheaff Brock Investment Advisors
Indiana
$243K -$55.7K -3,232 -20%
RFO
727
RiverGlades Family Offices
Florida
$241K +$220K +12,738 New
APW
728
Acima Private Wealth
Virginia
$239K -$33.2K -1,928 -13%
PWMAG
729
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$218K +12,628 New
PIA
730
Powell Investment Advisors
Florida
$234K +$1.14K +66 +0.5%
MAS
731
Managed Account Services
Florida
$234K +$184K +10,700 New
CFB
732
Cullen/Frost Bankers
Texas
$232K -$7.2K -418 -3%
SAM
733
Sawgrass Asset Management
Florida
$231K +$210K +12,170 New
SFG
734
Sowa Financial Group
Rhode Island
$230K +$207 +12 +0.1%
ACA
735
Atlas Capital Advisors
Wyoming
$229K +$209K +12,102 New
CCM
736
Cox Capital Management
Massachusetts
$229K +$208K +12,070 New
AIC
737
Ameritas Investment Company
Nebraska
$228K -$41.3K -2,396 -17%
TI
738
tru Independence
Oregon
$227K +$207K +12,000 New
TFA
739
Toth Financial Advisory
Virginia
$227K -$16K -928 -7%
AAM
740
Augustine Asset Management
Florida
$225K +$204K +11,860 New
CA
741
CapWealth Advisors
Tennessee
$224K +$204K +11,820 New
LWANC
742
Laurel Wealth Advisors (North Carolina)
North Carolina
$223K -$42K -2,440 -17%
CWC
743
Carolinas Wealth Consulting
North Carolina
$223K +$14.1K +816 +7%
AR
744
Advisory Research
Illinois
$223K +$203K +11,760 New
AWM
745
Alterna Wealth Management
Texas
$223K +$203K +11,770 New
LFF
746
Level Four Financial
Texas
$223K +$203K +11,782 New
MCCP
747
Mission Creek Capital Partners
California
$222K +$202K +11,718 New
PA
748
Procyon Advisors
Connecticut
$221K +$201K +11,664 New
CG
749
Corundum Group
Colorado
$220K +$200K +11,616 New
HAS
750
HBW Advisory Services
California
$219K +$200K +11,578 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.