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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
CG
101
Cutler Group
California
$7.59M +$552K +32,014 +9%
MIAN
102
Mariner Independent Advisor Network
Kansas
$7.58M +$648K +37,598 +10%
WC
103
Whitney & Co
New York
$7.57M +$6.41M +371,712 New
SCP
104
Stamos Capital Partners
California
$7.52M +$6.84M +397,000 New
Fidelity International
105
Fidelity International
Bermuda
$7.29M +$3.51M +203,614 +112%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$7.16M +$1.11M +64,294 +21%
ONB
107
Old National Bancorp
Indiana
$7.13M +$1.09M +63,396 +20%
UCFA
108
United Capital Financial Advisors
Texas
$7.03M -$125K -7,268 -2%
RMC
109
Regis Management Company
California
$7.01M +$195K +11,316 +3%
SC
110
Scotia Capital
Ontario, Canada
$6.92M +$3.51M +203,404 +126%
MWNA
111
Marshall Wace North America
New York
$6.82M +$6.2M +359,890 New
CIAS
112
Capital Investment Advisory Services
North Carolina
$6.8M +$6.08M +352,598 +5,420%
AssetMark Inc
113
AssetMark Inc
California
$6.8M +$3.43M +198,936 +125%
NFT
114
Nan Fung Trinity
Hong Kong
$6.68M
DCM
115
Disciplina Capital Management
Tennessee
$6.68M -$1.58M -91,550 -21%
UR
116
USCA RIA
Texas
$6.66M +$3.57M +207,148 +144%
CPO
117
Cerity Partners OCIO
New York
$6.53M +$5.94M +344,724 New
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$6.52M +$5.93M +343,910 New
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$6.48M +$4.91M +285,058 +501%
LF
120
Lee Financial
Texas
$6.44M +$282K +16,382 +5%
PI
121
PEAK6 Investments
Illinois
$6.41M +$5.82M +337,974 New
AAS
122
Avantax Advisory Services
Texas
$6.3M -$2.55M -148,114 -31%
CM
123
Castleark Management
Illinois
$6.2M +$5.64M +327,200 New
AWM
124
AE Wealth Management
Kansas
$6.19M +$1.94M +112,790 +53%
E
125
Ergoteles
New York
$6.19M +$5.63M +326,592 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.