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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
ATC
851
Adirondack Trust Company
New York
$38K -$22.4K -1,300 -40%
WTC
852
WhitTier Trust Company
Nevada
$38K
WPA
853
West Paces Advisors
Georgia
$37.9K
SIM
854
Seaview Investment Managers
Florida
$37K +$69 +4 +0.2%
RIM
855
Rockbridge Investment Management
New York
$36K +$2.55K +148 +8%
APWA
856
Atlas Private Wealth Advisors
New Jersey
$35K -$2.07K -120 -6%
QCG
857
Quadrant Capital Group
Ohio
$34K +$2.58K +150 +9%
SMA
858
Sage Mountain Advisors
Georgia
$34K +$30.7K +1,780 New
LGA
859
Lebenthal Global Advisors
New York
$34K +$31K +1,800 New
AAP
860
Arax Advisory Partners
Colorado
$32K +$3.45K +200 +14%
HR
861
Howe & Rusling
New York
$32K +$23.2K +1,348 +374%
TCM
862
TD Capital Management
Tennessee
$31K -$12.6K -730 -31%
WT
863
Washington Trust
Rhode Island
$30K +$22.8K +1,324 +561%
GCM
864
Gables Capital Management
Florida
$29K
CAL
865
Capital Analysts LLC
Pennsylvania
$27K +$14.4K +838 +137%
AWG
866
Altus Wealth Group
Colorado
$27K +$24.1K +1,400 New
PWA
867
Phoenix Wealth Advisors
North Carolina
$27K +$24.5K +1,420 New
TAM
868
Townsend Asset Management
North Carolina
$26K -$17.2K -1,000 -42%
First Manhattan
869
First Manhattan
New York
$26K
HWM
870
HighMark Wealth Management
Minnesota
$26K +$34 +2 +0.1%
SFP
871
Sterling Financial Planning
New Jersey
$26K +$23.6K +1,372 New
HFA
872
Hoover Financial Advisors
Pennsylvania
$25K +$19.7K +1,142 New
JFA
873
JNBA Financial Advisors
Minnesota
$24K -$9.48K -550 -31%
AWM
874
Avior Wealth Management
Nebraska
$24K +$103 +6 +0.5%
LFG
875
Larson Financial Group
Missouri
$24K +$10.4K +606 +94%

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.