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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
BM
76
Baymount Management
Florida
$13.6M +$12.4M +720,000 New
GAG
77
GM Advisory Group
New York
$13.4M -$5.88M -341,290 -32%
TAM
78
Tocqueville Asset Management
New York
$13.4M +$11M +638,010 +921%
Twin Tree Management
79
Twin Tree Management
Texas
$13.3M -$3.9M -226,192 -24%
KWM
80
Kingsview Wealth Management
Oregon
$13.1M +$6.17M +357,852 +107%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$12.6M +$8.21M +476,200 +252%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$12.4M +$439K +25,500 +4%
GHA
83
GW Henssler & Associates
Georgia
$12.3M +$8.52M +494,590 +321%
LSAG
84
Lake Street Advisors Group
New Hampshire
$11.7M +$68.7K +3,988 +0.7%
IUHSA
85
Itau Unibanco Holding S.A.
Brazil
$11.6M +$10.5M +610,000 +23,462%
Point72 Asset Management
86
Point72 Asset Management
Connecticut
$11.6M -$10.8M -628,500 -51%
FWCM
87
Ferguson Wellman Capital Management
Oregon
$11.3M -$7.39M -428,754 -42%
SA
88
Sicart Associates
New York
$10.8M +$9.78M +567,400 New
BRCM
89
Bright Rock Capital Management
Massachusetts
$9.47M +$8.62M +500,000 New
MLM
90
Mount Lucas Management
Pennsylvania
$9.34M +$8.49M +492,590 New
UAS
91
United Asset Strategies
New York
$9.16M +$7.41M +430,238 +813%
DWM
92
Doyle Wealth Management
Florida
$8.9M -$371K -21,514 -4%
Prudential Financial
93
Prudential Financial
New Jersey
$8.49M +$6.59M +382,266 +581%
FWM
94
Frontier Wealth Management
Missouri
$8.41M -$208K -12,068 -3%
BCM
95
Blume Capital Management
California
$8.22M +$7.28M +422,534 +3,739%
GP
96
Girard Partners
Pennsylvania
$8.14M -$298K -17,306 -4%
PAG
97
Private Advisor Group
New Jersey
$7.93M -$184K -10,674 -2%
SAM
98
SP Asset Management
California
$7.7M +$42.2K +2,450 +0.7%
SWA
99
Stratos Wealth Advisors
Ohio
$7.67M +$5.49M +318,866 +372%
FF
100
Fluent Financial
Texas
$7.61M +$6.92M +401,478 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.