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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
GSIS
201
Global Strategic Investment Solutions
Arizona
$1.52M -$8.49K -478 -0.5%
CW
202
CreativeOne Wealth
Kansas
$1.51M +$1.8M +101,192 New
ABC
203
Associated Banc-Corp
Wisconsin
$1.5M -$748K -42,100 -30%
AIM
204
AMI Investment Management
Indiana
$1.5M -$39.3K -2,216 -2%
FAAS
205
First Allied Advisory Services
California
$1.48M -$37.4K -2,108 -2%
WAM
206
Wolverine Asset Management
Illinois
$1.48M +$1.75M +98,600 New
ASN
207
Advisory Services Network
Georgia
$1.47M +$50.2K +2,828 +3%
Franklin Resources
208
Franklin Resources
California
$1.45M +$840K +47,334 +95%
AIC
209
Ayalon Insurance Company
Israel
$1.45M -$139K -7,846 -7%
EVM
210
Evelyn V. Moreno
$1.43M
FAIM
211
Financial Advocates Investment Management
Washington
$1.41M +$436K +24,532 +35%
EIC
212
Equity Investment Corp
Georgia
$1.41M +$1.67M +94,318 New
AWA
213
Arete Wealth Advisors
Illinois
$1.39M +$251K +14,134 +18%
VRM
214
Vectors Research Management
New York
$1.39M +$1.46M +82,256 New
GLA
215
Great Lakes Advisors
Illinois
$1.38M +$48.6K +2,738 +3%
IWM
216
IHT Wealth Management
Illinois
$1.37M -$252K -14,194 -13%
BPC
217
Banque Pictet & Cie
Switzerland
$1.34M -$237K -13,372 -13%
RIG
218
RiverFront Investment Group
Virginia
$1.31M +$69.4K +3,906 +5%
CAN
219
Cetera Advisor Networks
California
$1.3M +$108K +6,082 +8%
Brown Advisory
220
Brown Advisory
Maryland
$1.29M -$46.3K -2,610 -3%
CCMD
221
Cypress Capital Management (Delaware)
Delaware
$1.29M -$37.1K -2,092 -2%
TSS
222
Two Sigma Securities
New York
$1.29M -$370K -20,842 -19%
SWA
223
Stratos Wealth Advisors
Ohio
$1.28M +$990K +55,730 +186%
5L
224
55I LLC
Massachusetts
$1.27M +$132K +7,430 +10%
APA
225
American Portfolios Advisors
New York
$1.27M -$1.1M -61,908 -42%

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.