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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
EFSCE
801
Enterprise Financial Services Corp (EFSC)
Missouri
$103K -$49K -2,842 -34%
Bank Julius Baer & Co
802
Bank Julius Baer & Co
Switzerland
$100K -$29.9K -1,734 -25%
BDWM
803
Brewin Dolphin Wealth Management
Ireland
$98.5K +$37.9K +2,200 +73%
PMAM
804
Picton Mahoney Asset Management
Ontario, Canada
$98K +$89.6K +5,200 New
FP
805
Financial Perspectives
Minnesota
$96.6K +$1.17K +68 +1%
SWM
806
Sugarloaf Wealth Management
Georgia
$96K -$8.03K -466 -8%
AA
807
AlphaCentric Advisors
Puerto Rico
$93K +$84.4K +4,900 New
MIFH
808
Migdal Insurance & Financial Holdings
Israel
$89K -$21.7K -1,260 -21%
MCM
809
McMillion Capital Management
North Carolina
$85K +$77K +4,466 New
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
$83K
MWP
811
Meridian Wealth Partners
Pennsylvania
$80K
S
812
SignatureFD
Georgia
$80K +$18.2K +1,058 +33%
FCH
813
Freestone Capital Holdings
Washington
$79.6K +$1.93K +112 +3%
BCA
814
Berman Capital Advisors
Georgia
$79K
TFGT
815
TS Financial Group (TSFG)
Illinois
$79K +$20.3K +1,176 +39%
FFA
816
Founders Financial Alliance
North Carolina
$78K +$41.9K +2,432 +151%
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$77K
TH
818
TCTC Holdings
Texas
$77K
IFAM
819
Institutional & Family Asset Management
Colorado
$76K +$3.41K +198 +5%
GI
820
Gradient Investments
Minnesota
$75K
BWM
821
Baystate Wealth Management
Massachusetts
$75K +$896 +52 +1%
WWM
822
Wolff Wiese Magana
California
$75K +$68K +3,944 New
SSWG
823
Seven Springs Wealth Group
Tennessee
$74K -$44.4K -2,578 -40%
WB
824
Webster Bank
Connecticut
$72K +$2.76K +160 +4%
PMFA
825
Plante Moran Financial Advisors
Michigan
$67K -$40K -2,320 -40%

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.