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State Street Energy Select Sector SPDR ETF

1,260 hedge funds and large institutions have $76.9B invested in State Street Energy Select Sector SPDR ETF in 2021 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 586 increasing their positions, 339 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more capital invested

Capital invested by funds: $13.1B → $76.9B (+$63.8B)

167% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 78

73% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 339

57% more call options, than puts

Call options by funds: $7.32B | Put options by funds: $4.66B

10% more funds holding

Funds holding: 1,1441,260 (+116)

0.37% more ownership

Funds ownership: 117.24%117.61% (+0.37%)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

Holders
1,260
Holders Change
+116
Holders Change %
+10.14%
% of All Funds
21.93%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.91%
New
208
Increased
586
Reduced
339
Closed
78
Calls
$7.32B
Puts
$4.66B
Net Calls
+$2.67B
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$5.93M +$551K +21,180 +11%
WH
227
Whitcomb & Hess
Ohio
$5.92M +$5.72M +219,918 New
OC
228
Oppenheimer & Co
New York
$5.92M +$545K +20,970 +11%
NAM
229
NTV Asset Management
West Virginia
$5.92M +$1.65M +63,642 +41%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.9M +$3.96M +152,300 +228%
MD
231
Money Design
Japan
$5.86M +$129K +4,958 +2%
QAM
232
Q3 Asset Management
Michigan
$5.82M -$846K -32,536 -13%
LP
233
LMR Partners
United Kingdom
$5.79M +$5.6M +215,160 New
SFBLI
234
Southern Farm Bureau Life Insurance
Mississippi
$5.77M +$104K +4,000 +2%
ICG
235
InterOcean Capital Group
Tennessee
$5.76M +$386K +14,858 +7%
FHA
236
First Horizon Advisors
Tennessee
$5.71M +$1.56M +60,086 +40%
ACP
237
Aveo Capital Partners
Colorado
$5.66M +$122K +4,674 +2%
KeyBank National Association
238
KeyBank National Association
Ohio
$5.65M +$5.51K +212 +0.1%
PF
239
Phoenix Financial
Israel
$5.62M +$831K +31,974 +18%
VF
240
Virtu Financial
New York
$5.62M +$3.89M +149,442 +252%
AGA
241
Accuvest Global Advisors
Utah
$5.61M -$970K -37,310 -15%
CAIMH
242
Central Asset Investments & Management Holdings
Hong Kong
$5.58M +$5.39M +207,266 New
HCM
243
HMS Capital Management
Tennessee
$5.51M -$128K -4,936 -2%
Creative Planning
244
Creative Planning
Kansas
$5.5M -$403K -15,502 -7%
MWM
245
Moulton Wealth Management
Washington
$5.5M -$2.36M -90,690 -31%
TNB
246
Thomasville National Bank
Georgia
$5.47M +$5.28M +203,130 New
SWP
247
Stratos Wealth Partners
Ohio
$5.47M +$1.75M +67,240 +50%
KCM
248
Karp Capital Management
California
$5.46M +$5.27M +202,552 New
IWM
249
IHT Wealth Management
Illinois
$5.45M +$2.54M +97,550 +93%
SI
250
Symmetry Investments
Jersey
$5.41M +$3.89M +149,656 +293%

XLE Hedge Fund Activity: Q2 2021 in Review

1,260 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2021, worth a combined $76.9B — up 487% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new XLE positions and 78 closed out — a net gain of 130 holders — while 586 added to existing stakes and 339 trimmed.

The largest buyer was Synovus Financial, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $322M.

  • 1,260 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2021, up from 1,144 in Q1 2021.
  • Funds reported $76.9B of State Street Energy Select Sector SPDR ETF stock for Q2 2021, up 487% quarter-over-quarter.
  • 208 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2021 and 78 closed out, a net change of +130 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2021 was Synovus Financial, an estimated $428M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2021 was Goldman Sachs, an estimated $322M sold.

Based on aggregated 13F filings for Q2 2021.