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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
CIBC World Market
151
CIBC World Market
Ontario, Canada
$5.21M +$1.48M +85,710 +45%
LIM
152
Loudon Investment Management
New Hampshire
$5.18M +$442K +25,652 +48%
WAOI
153
Wealth Advisors of Iowa
Iowa
$5.01M +$4.55M +264,242 New
MD
154
Money Design
Japan
$5.01M -$188K -10,906 -4%
SWM
155
Segment Wealth Management
Texas
$4.97M +$4.52M +262,252 New
CW
156
CreativeOne Wealth
Kansas
$4.91M +$2.72M +157,910 +156%
SS
157
Simplicity Solutions
Minnesota
$4.9M +$1.33M +77,218 +43%
WA
158
WP Advisors
California
$4.84M +$656K +38,062 +18%
SPC
159
Sigma Planning Corp
Michigan
$4.83M +$999K +57,956 +29%
RCM
160
RNC Capital Management
California
$4.79M +$4.36M +252,832 New
PWAC
161
Private Wealth Advisors (California)
California
$4.77M +$1.21M +70,238 +47%
TAM
162
Trust Asset Management
Texas
$4.72M +$979K +56,834 +30%
SCM
163
SOL Capital Management
Maryland
$4.7M +$777K +45,100 +22%
MWM
164
Moulton Wealth Management
Washington
$4.65M +$3.81M +221,262 New
Canada Pension Plan Investment Board
165
Canada Pension Plan Investment Board
Ontario, Canada
$4.62M
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$4.62M +$3M +173,828 +249%
WG
167
Winton Group
United Kingdom
$4.6M -$4.72M -274,188 -53%
FWP
168
Falcon Wealth Planning
California
$4.6M +$4.18M +242,644 New
UF
169
Univest Financial
Pennsylvania
$4.57M -$1.28M -74,426 -24%
DY
170
Dowling & Yahnke
California
$4.57M -$762K -44,240 -16%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$4.49M +$1.28M +74,292 +46%
PIN
172
Prudent Investors Network
California
$4.42M +$105K +6,076 +3%
Simplex Trading
173
Simplex Trading
Illinois
$4.38M +$2.89M +167,894 +265%
Creative Planning
174
Creative Planning
Kansas
$4.36M -$238K -13,788 -6%
BBVA
175
Banco Bilbao Vizcaya Argentaria
Spain
$4.34M +$1.14M +66,386 +41%

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.