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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
CWP
876
Concord Wealth Partners
Virginia
$21K +$18.9K +1,096 New
BG
877
Bollard Group
Massachusetts
$20K -$25.6K -1,484 -59%
HS
878
Horan Securities
United States
$19K -$25.1K -1,458 -59%
FCB
879
First Command Bank
Texas
$19K
FCFS
880
First Command Financial Services
Texas
$19K
FNBOSM
881
First National Bank of South Miami
Florida
$18K -$7.62K -442 -32%
GWMIA
882
Global Wealth Management Investment Advisory
Florida
$18K
BFO
883
Biltmore Family Office
North Carolina
$17K -$8.62K -500 -36%
SL
884
Savior LLC
Massachusetts
$16K
T2I
885
Turim 21 Investimentos
Brazil
$15K -$394K -22,874 -97%
AWM
886
Atticus Wealth Management
Florida
$15K -$30.4K -1,764 -68%
RCA
887
Ranch Capital Advisors
Florida
$15K -$3.45K -200 -20%
AFIA
888
America First Investment Advisors
Nebraska
$14K
RBC
889
Roble Belko & Company
Pennsylvania
$14K +$103 +6 +0.8%
AIC
890
Archer Investment Corporation
Indiana
$13.5K +$9.48K +550 +335%
LWM
891
Liberty Wealth Management
California
$13K -$25.3K -1,466 -68%
BBHC
892
Brown Brothers Harriman & Co
New York
$13K -$138 -8 -1%
MA
893
MCF Advisors
Kentucky
$13K +$138 +8 +1%
BFP
894
Briaud Financial Planning
Texas
$12.4K -$271K -15,720 -100%
MRC
895
Millburn Ridgefield Corp
New York
$12K -$14.3K -828 -57%
ADL
896
Asset Dedication LLC
California
$12K
MHR
897
Matthew Hamilton Rosenberg
$12K +$138 +8 +1%
JGIA
898
Jackson Grant Investment Advisers
Connecticut
$12K +$172 +10 +2%
AFS
899
Annapolis Financial Services
Maryland
$12K +$10.9K +630 New
AFG
900
Albion Financial Group
Utah
$11K +$9.99K +580 New

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.