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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
CRI
951
Colonial River Investments
Virginia
$2.69K +$2.11M +122,550 New
MIM
952
Macroview Investment Management
Maryland
$2K -$15.1K -878 -91%
BC
953
Belmont Capital
California
$2K
GTAM
954
Global Trust Asset Management
Florida
$2K
JAWM
955
J. Arnold Wealth Management
Ohio
$2K
SC
956
SouthState Corp
Florida
$2K
BSSFA
957
Baron Silver Stevens Financial Advisors
Florida
$2K +$2.17K +126 New
BCWM
958
Bartlett & Co Wealth Management
Ohio
$1.33K
SC
959
Solstein Capital
California
$1.04K +$929K +53,924 New
IWMA
960
Ironwood Wealth Management (Arizona)
Arizona
$1K -$207 -12 -27%
BC
961
Bartlett & Co
Ohio
$1K
CWA
962
Carolina Wealth Advisors
South Carolina
$1K
IWP
963
IAG Wealth Partners
Wisconsin
$1K
PP
964
Pacifica Partners
Canada
$1K
VCM
965
Versant Capital Management
Arizona
$1K
KC
966
Kinloch Capital
Virginia
$1K +$758 +44 New
CWM
967
Curi Wealth Management
North Carolina
$1K +$896 +52 New
SN
968
Sittner & Nelson
Oregon
$1K +$1.03K +60 New
WIM
969
Westside Investment Management
California
$41 -$541K -31,414 -94%
Two Sigma Advisers
970
Two Sigma Advisers
New York
-$76.6M -5,114,332 Closed
Voloridge Investment Management
971
Voloridge Investment Management
Florida
-$13.2M -882,386 Closed
PAG
972
Pinnacle Advisory Group
Maryland
-$10.7M -711,288 Closed
G
973
GenTrust
Florida
-$9.21M -534,354 Closed
HWA
974
Hilltop Wealth Advisors
North Carolina
-$6.04M -403,324 Closed
CA
975
Capital Advantage
California
-$6.03M -399,654 Closed

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.