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State Street Energy Select Sector SPDR ETF

753 hedge funds and large institutions have $4.63B invested in State Street Energy Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 275 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 275

7% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.47B

1.98% less ownership

Funds ownership: 110.64%108.66% (-2%)

8% less funds holding

Funds holding: 815753 (-62)

20% less capital invested

Capital invested by funds: $5.78B → $4.63B (-$1.15B)

36% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 146

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
753
Holders Change
-62
Holders Change %
-7.61%
% of All Funds
15.19%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.24%
New
93
Increased
295
Reduced
275
Closed
146
Calls
$1.37B
Puts
$1.47B
Net Calls
-$98.4M
Net Calls Change
-$98.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
HCR Wealth Advisors
California
$3.05M +$1.78K +100 +0%
AF
127
Alerus Financial
North Dakota
$3.05M -$16.6K -936 -0.5%
SCM
128
SOL Capital Management
Maryland
$3.04M +$71.2K +4,010 +2%
CIA
129
Capital Investment Advisors
Georgia
$3.04M -$234K -13,164 -6%
OCMI
130
Oaktop Capital Management II
New Jersey
$3M
SPC
131
Sigma Planning Corp
Michigan
$2.95M -$1.65M -92,920 -32%
FWM
132
Focused Wealth Management
New York
$2.95M +$309K +17,380 +10%
CCT
133
Chemung Canal Trust
New York
$2.93M +$2.41M +135,812 +226%
BHWM
134
Bar Harbor Wealth Management
New Hampshire
$2.92M +$11.8K +666 +0.3%
TAM
135
Trust Asset Management
Texas
$2.88M +$1.51M +85,166 +80%
LFGH
136
Lee Financial Group Hawaii
Hawaii
$2.87M +$90.3K +5,088 +3%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$2.83M +$1.49M +83,994 +80%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$2.83M -$11.8K -666 -0.4%
CA
139
Cambridge Associates
Massachusetts
$2.78M +$3.29M +185,496 New
GT
140
Glenmede Trust
Pennsylvania
$2.77M -$553K -31,160 -14%
IA
141
IndexIQ Advisors
New York
$2.74M -$188K -10,600 -5%
SG
142
Swarthmore Group
Pennsylvania
$2.73M
SS
143
Simplicity Solutions
Minnesota
$2.72M -$192K -10,794 -6%
Fidelity International
144
Fidelity International
Bermuda
$2.71M +$771K +43,416 +31%
SFSG
145
Stearns Financial Services Group
North Carolina
$2.66M +$21.9K +1,234 +0.7%
WCP
146
Welch Capital Partners
New York
$2.64M -$14.9K -840 -0.5%
GC
147
Garde Capital
Washington
$2.62M +$555K +31,268 +22%
WA
148
WBH Advisory
Maryland
$2.62M +$777K +43,776 +33%
BS
149
Banco Santander
Spain
$2.61M -$1.44M -81,038 -32%
RT
150
Rockland Trust
Massachusetts
$2.59M -$1.63M -91,822 -35%

XLE Hedge Fund Activity: Q3 2020 in Review

753 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2020, worth a combined $4.63B — down 20% from $5.78B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of XLE and 93 opened new positions — a net loss of 53 holders — while 275 trimmed existing stakes and 295 added.

The largest buyer was Goldman Sachs, adding an estimated $123M. The largest seller was Jane Street, cutting an estimated $145M.

  • 753 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2020, down from 815 in Q2 2020.
  • Funds reported $4.63B of State Street Energy Select Sector SPDR ETF stock for Q3 2020, down 20% quarter-over-quarter.
  • 93 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2020 and 146 closed out, a net change of -53 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2020 was Goldman Sachs, an estimated $123M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2020 was Jane Street, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2020.