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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
SW
176
SVB Wealth
Massachusetts
$1.99M +$162K +9,134 +7%
SIMM
177
Stillwater Investment Management (Minnesota)
Minnesota
$1.98M +$78.5K +4,420 +3%
CIP
178
Capital Insight Partners
Arizona
$1.94M +$492K +27,714 +27%
CCFCSB
179
Cape Cod Five Cents Savings Bank
Massachusetts
$1.9M -$170K -9,578 -7%
EP
180
Edgestream Partners
New Jersey
$1.88M +$93.6K +5,274 +4%
AIL
181
AGF Investments LLC
Ontario, Canada
$1.86M
Wellington Management Group
182
Wellington Management Group
Massachusetts
$1.86M +$2.21M +124,380 New
HCM
183
Hollencrest Capital Management
California
$1.86M +$550K +30,982 +33%
AII
184
AGF Investments Inc
Ontario, Canada
$1.85M
WWM
185
Western Wealth Management
Colorado
$1.85M +$3.83K +216 +0.2%
CA
186
Continental Advisors
Utah
$1.84M +$142K +8,000 +7%
PWPS
187
Pinnacle Wealth Planning Services
Ohio
$1.83M
TC
188
Tatro Capital
Kentucky
$1.83M +$178 +10 +0%
KF
189
Krilogy Financial
Missouri
$1.8M +$755K +42,542 +55%
JCM
190
Jacobi Capital Management
Pennsylvania
$1.79M +$115K +6,488 +6%
TRCT
191
Tower Research Capital (TRC)
New York
$1.77M +$2.1M +118,036 +100,031%
CAL
192
Capital Advisors Ltd
Ohio
$1.74M -$4.47K -252 -0.2%
WP
193
WealthSource Partners
California
$1.72M -$95.1K -5,356 -4%
TCWA
194
Ten Capital Wealth Advisors
Washington
$1.71M +$2.03M +114,314 New
VA
195
Valmark Advisers
Ohio
$1.67M -$19.8K -1,114 -1%
PPW
196
Parcion Private Wealth
Washington
$1.66M -$13.2M -743,638 -87%
AP
197
Appleton Partners
Massachusetts
$1.6M +$164K +9,262 +9%
SCA
198
Stillwater Capital Advisors
Pennsylvania
$1.58M +$10.9K +614 +0.6%
VWA
199
Visionary Wealth Advisors
Illinois
$1.55M +$22.6K +1,270 +1%
EH
200
Equitable Holdings
New York
$1.55M +$64.4K +3,628 +4%

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.