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State Street Energy Select Sector SPDR ETF

753 hedge funds and large institutions have $4.63B invested in State Street Energy Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 275 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 275

7% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.47B

1.98% less ownership

Funds ownership: 110.64%108.66% (-2%)

8% less funds holding

Funds holding: 815753 (-62)

20% less capital invested

Capital invested by funds: $5.78B → $4.63B (-$1.15B)

36% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 146

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
753
Holders Change
-62
Holders Change %
-7.61%
% of All Funds
15.19%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.24%
New
93
Increased
295
Reduced
275
Closed
146
Calls
$1.37B
Puts
$1.47B
Net Calls
-$98.4M
Net Calls Change
-$98.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
876
MFA Wealth Advisors
Pennsylvania
-$31.5K -1,664 Closed
BWM
877
BerganKDV Wealth Management
Minnesota
-$27K -1,426 Closed
NPP
878
New Potomac Partners
Maryland
-$19K -1,000 Closed
TC
879
Truvestments Capital
Florida
-$18K -1,000 Closed
PIMG
880
Patriot Investment Management Group
Tennessee
-$17.4K -922 Closed
FANJ
881
Financial Architects (New Jersey)
New Jersey
-$15K -792 Closed
EWM
882
Edge Wealth Management
New York
-$13K -664 Closed
RCA
883
Reitz Capital Advisors
Michigan
-$12K -630 Closed
HFA
884
Hoover Financial Advisors
Pennsylvania
-$12K -628 Closed
KPCM
885
Kings Point Capital Management
New York
-$11K -576 Closed
TCOV
886
Trust Company of Vermont
Vermont
-$8K -400 Closed
BHWM
887
Bay Harbor Wealth Management
Maryland
-$7K -356 Closed
RWB
888
RMR Wealth Builders
New Jersey
-$6K -320 Closed
RDWM
889
Red Door Wealth Management
Tennessee
-$5K -312 Closed
SFPG
890
Stonebridge Financial Planning Group
Florida
-$6K -300 Closed
SIC
891
Salem Investment Counselors
North Carolina
-$6K -292 Closed
PFBT
892
Parkside Financial Bank & Trust
Missouri
-$6K -290 Closed
ClearBridge Investments
893
ClearBridge Investments
New York
-$5K -284 Closed
CCA
894
Column Capital Advisors
Indiana
-$3K -200 Closed
FWM
895
FSA Wealth Management
Massachusetts
-$4K -200 Closed
SCA
896
Stonebridge Capital Advisors
Minnesota
-$2K -116 Closed

XLE Hedge Fund Activity: Q3 2020 in Review

753 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2020, worth a combined $4.63B — down 20% from $5.78B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of XLE and 93 opened new positions — a net loss of 53 holders — while 275 trimmed existing stakes and 295 added.

The largest buyer was Goldman Sachs, adding an estimated $123M. The largest seller was Jane Street, cutting an estimated $145M.

  • 753 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2020, down from 815 in Q2 2020.
  • Funds reported $4.63B of State Street Energy Select Sector SPDR ETF stock for Q3 2020, down 20% quarter-over-quarter.
  • 93 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2020 and 146 closed out, a net change of -53 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2020 was Goldman Sachs, an estimated $123M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2020 was Jane Street, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2020.