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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
EW
926
Element Wealth
Mississippi
$5K
MF
927
Manchester Financial
California
$5K
POIA
928
Pin Oak Investment Advisors
Texas
$5K
SIS
929
Sound Income Strategies
Florida
$5K
TFA
930
Transamerica Financial Advisors
Florida
$5K +$965 +56 +33%
SWA
931
SOA Wealth Advisors
New York
$5K +$4K +232 New
TFS
932
TrustCore Financial Services
Tennessee
$4K -$31K -1,800 -90%
SIAP
933
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K -$1.72K -100 -33%
CAM
934
CenterStar Asset Management
Illinois
$4K
DAM
935
Delta Asset Management
Tennessee
$4K
SIM
936
Sonora Investment Management
Arizona
$4K
PFA
937
Professional Financial Advisors
Nebraska
$4K +$34 +2 +1%
SQA
938
Simon Quick Advisors
New Jersey
$4K +$69 +4 +2%
CWAF
939
Core Wealth Advisors (Florida)
Florida
$4K +$1.38K +80 +73%
CWM
940
Cedar Wealth Management
California
$4K +$3.45K +200 New
MLFP
941
MPS Loria Financial Planners
Illinois
$4K +$3.45K +200 New
AIA
942
Armor Investment Advisors
North Carolina
$4K +$3.48K +202 New
AWM
943
Accel Wealth Management
Iowa
$4K +$3.72K +216 New
PCA
944
Providence Capital Advisors
North Carolina
$3K -$2.41K -140 -44%
BAM
945
Bellevue Asset Management
Washington
$3K
LS
946
Leelyn Smith
Illinois
$3K
TCM
947
Tradewinds Capital Management
Washington
$3K +$34 +2 +1%
MIM
948
Merrion Investment Management
New Jersey
$3K +$2.79K +162 New
BHWM
949
Bay Harbor Wealth Management
Maryland
$3K +$3.07K +178 New
VBCG
950
Valley Brook Capital Group
Pennsylvania
$3K +$3.45K +200 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.