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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
GLLW
826
Graves Light Lenhart Wealth
Virginia
$66K +$59.7K +3,462 New
JHCP
827
Jackson Hole Capital Partners
Oklahoma
$65K
TWA
828
TCI Wealth Advisors
Arizona
$63K
GEA
829
Glen Eagle Advisors
New Jersey
$62.7K +$35K +2,030 +159%
DSC
830
Duncker Streett & Co
Missouri
$61K -$25.4K -1,474 -31%
OC
831
Oakworth Capital
Alabama
$59K -$5.93K -344 -10%
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
ASBI
833
American State Bank (Iowa)
Iowa
$57K +$51.8K +3,006 New
BC
834
Barnett & Company
Tennessee
$56K +$41.4K +2,400 +400%
CTFG
835
Capstone Triton Financial Group
Oklahoma
$55K +$50.1K +2,908 New
JSAM
836
J. Safra Asset Management
New York
$55K +$50.3K +2,916 New
CFA
837
Carroll Financial Associates
North Carolina
$54K -$13K -754 -21%
SIC
838
Salem Investment Counselors
North Carolina
$54K +$49.1K +2,850 New
COCM
839
Charter Oak Capital Management
New Hampshire
$54K +$49.3K +2,858 New
RPWA
840
Regent Peak Wealth Advisors
Georgia
$54K +$49.4K +2,866 New
APWM
841
Atlas Private Wealth Management
New York
$52K -$18.4K -1,070 -28%
DI
842
Disciplined Investments
Oklahoma
$46K +$2.52K +146 +6%
CA
843
Clearstead Advisors
Ohio
$45K +$29.7K +1,726 +267%
KFI
844
Key Financial Inc
Pennsylvania
$43K +$38.7K +2,244 New
TWM
845
Tradition Wealth Management
Minnesota
$43K +$38.7K +2,248 New
BWA
846
BDO Wealth Advisors
Florida
$42K -$20K -1,160 -34%
CFN
847
Cordasco Financial Network
Florida
$42K +$10.7K +620 +38%
GC
848
Grace Capital
Massachusetts
$40K
JPLA
849
Joseph P. Lucia & Associates
New York
$40K +$36.7K +2,130 New
PCFFS
850
Pacific Center for Financial Services
California
$39K +$69 +4 +0.2%

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.