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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
AW
901
Avion Wealth
Texas
$11K +$10K +582 New
OIM
902
Oder Investment Management
California
$11K +$10.3K +598 New
KTC
903
Kistler-Tiffany Companies
Pennsylvania
$10K +$9.06K +526 New
WWMSC
904
Wagner Wealth Management (South Carolina)
South Carolina
$10K +$9.06K +526 New
JMF
905
Johnson Midwest Financial
Iowa
$10K +$9.17K +532 New
FCA
906
FinTrust Capital Advisors
South Carolina
$9K
HWA
907
HHM Wealth Advisors
Tennessee
$9K
BWL
908
Bogart Wealth LLC
Virginia
$9K +$793 +46 +10%
FGAM
909
Financial Gravity Asset Management
Texas
$9K +$7.93K +460 New
CT
910
Caldwell Trust
Florida
$8.72K -$54.5K -3,160 -87%
ST
911
Smithfield Trust
Pennsylvania
$8K -$127K -7,378 -94%
HPC
912
HM Payson & Co
Maine
$8K
ME
913
McIlrath & Eck
Washington
$8K
RFA
914
Reilly Financial Advisors
California
$8K
GFPC
915
Global Financial Private Client
Florida
$7.58K -$13.2K -766 -66%
GP
916
Greenline Partners
New York
$7K -$63.7K -3,696 -90%
AIP
917
Ameritas Investment Partners
Nebraska
$7K -$3.45K -200 -34%
LAS
918
Lloyd Advisory Services
Georgia
$7K
FPCG
919
Fort Pitt Capital Group
Pennsylvania
$7K +$6.2K +360 New
FCMT
920
Founders Capital Management (Texas)
Texas
$7K +$6.41K +372 New
APC
921
Aspire Private Capital
North Carolina
$6K
CAM
922
ClariVest Asset Management
California
$6K
FF
923
FourThought Financial
Florida
$6K +$6.03K +350 New
TRCT
924
Tower Research Capital (TRC)
New York
$5K -$2.03M -117,878 -100%
CHC
925
City Holding Co
West Virginia
$5K -$7.17K -416 -63%

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.