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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
GWS
776
Glassman Wealth Services
Virginia
$174K -$82.6K -4,794 -34%
KC
777
Kepos Capital
New York
$173K -$1.16M -67,290 -88%
PFSC
778
Peoples Financial Services Corp
Pennsylvania
$155K +$141K +8,200 New
PA
779
Parallel Advisors
California
$154K +$20K +1,158 +17%
AIM
780
Anchor Investment Management
South Carolina
$150K +$65.5K +3,800 +92%
TA
781
Tectonic Advisors
Texas
$150K +$136K +7,884 New
CMBA
782
C.M. Bidwell & Associates
Hawaii
$148K +$72.3K +4,196 +116%
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$147K +$117K +6,786 +700%
HIA
784
Harbor Investment Advisory
Maryland
$143K +$5.86K +340 +5%
CFO
785
CVA Family Office
Colorado
$137K +$41.4K +2,404 +50%
HNB
786
Huntington National Bank
Ohio
$136K -$1.86K -108 -1%
WEC
787
Winslow Evans & Crocker
Massachusetts
$136K +$123K +7,166 New
AF
788
Allworth Financial
California
$135K +$1.07K +62 +0.9%
PI
789
PineBridge Investments
New York
$133K
Marshall Wace
790
Marshall Wace
United Kingdom
$130K -$3.65M -212,016 -97%
ACA
791
Aptus Capital Advisors
Alabama
$130K +$7.48K +434 +7%
RG
792
Retirement Group
California
$128K -$63K -3,658 -35%
MCM
793
MV Capital Management
Maryland
$125K +$6.75K +392 +6%
RWA
794
Ropes Wealth Advisors
Massachusetts
$125K +$114K +6,596 New
RIA
795
RPG Investment Advisory
California
$122K -$1.65K -96 -1%
OIA
796
Optimum Investment Advisors
Illinois
$122K +$1.9K +110 +2%
CC
797
Cassaday & Co
Virginia
$122K +$13.8K +800 +14%
HI
798
Hudock Inc
Pennsylvania
$113K -$13.5K -786 -12%
HBT
799
Hills Bank & Trust
Iowa
$110K +$100K +5,822 New
NSIM
800
North Star Investment Management
Illinois
$108K +$63.5K +3,684 +183%

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.