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State Street Energy Select Sector SPDR ETF

1,228 hedge funds and large institutions have $52.3B invested in State Street Energy Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 517 increasing their positions, 437 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 437

9% more call options, than puts

Call options by funds: $6.3B | Put options by funds: $5.78B

8% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 142

3% less funds holding

Funds holding: 1,2601,228 (-32)

3.4% less ownership

Funds ownership: 117.61%114.2% (-3.4%)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

32% less capital invested

Capital invested by funds: $76.9B → $52.3B (-$24.7B)

Holders
1,228
Holders Change
-32
Holders Change %
-2.54%
% of All Funds
21.5%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.81%
New
130
Increased
517
Reduced
437
Closed
142
Calls
$6.3B
Puts
$5.78B
Net Calls
+$526M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
251
Innova Wealth Partners
Pennsylvania
$4.58M -$77K -3,110 -2%
SCP
252
Silverleafe Capital Partners
Tennessee
$4.55M +$1.42M +57,416 +49%
IA
253
IndexIQ Advisors
New York
$4.54M +$1.14M +45,824 +36%
MIAN
254
Mariner Independent Advisor Network
Kansas
$4.51M -$628K -25,364 -13%
BSG
255
Black Swift Group
Colorado
$4.46M -$10.7M -433,260 -72%
MAG
256
MRA Advisory Group
New Jersey
$4.39M -$202K -8,144 -5%
CA
257
Cetera Advisors
Colorado
$4.33M +$791K +31,934 +24%
Capital Fund Management (CFM)
258
Capital Fund Management (CFM)
France
$4.31M +$2.78M +112,178 +211%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$4.24M +$88K +3,554 +2%
MCM
260
Murphy Capital Management
New Jersey
$4.24M +$143K +5,764 +4%
CIAS
261
CFS Investment Advisory Services
New Jersey
$4.18M +$3.97M +160,444 New
NFG
262
Norris Financial Group
South Carolina
$4.16M -$513K -20,712 -11%
AWMS
263
Advocacy Wealth Management Services
Georgia
$4.15M +$235K +9,472 +6%
CA
264
Continental Advisors
Utah
$4.14M +$2.28M +92,000 +137%
MA
265
Mutual Advisors
Nebraska
$4.14M +$14.6K +590 +0.4%
FWCM
266
Ferguson Wellman Capital Management
Oregon
$4.14M -$58.6K -2,364 -1%
VAS
267
Valicenti Advisory Services
New York
$4.12M +$882K +35,620 +29%
GT
268
Glenmede Trust
Pennsylvania
$4.1M -$274K -11,040 -7%
UAS
269
United Asset Strategies
New York
$4.07M -$10.2M -411,960 -73%
AP
270
Appleton Partners
Massachusetts
$4M +$362K +14,632 +11%
TCA
271
Transcend Capital Advisors
New Jersey
$3.98M +$3.33M +134,472 New
Simplex Trading
272
Simplex Trading
Illinois
$3.97M +$3.17M +127,760 +745%
VLC
273
Van Leeuwen & Company
New Jersey
$3.97M -$384K -15,508 -9%
WANY
274
Wealthspire Advisors (New York)
New York
$3.95M -$1.98M -80,014 -35%
GL
275
Graypoint LLC
New York
$3.95M +$2.82M +113,696 +300%

XLE Hedge Fund Activity: Q3 2021 in Review

1,228 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2021, worth a combined $52.3B — down 32% from $76.9B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of XLE and 130 opened new positions — a net loss of 12 holders — while 437 trimmed existing stakes and 517 added.

The largest buyer was Prudential plc, opening a new position worth an estimated $320M. The largest seller was Synovus Financial, cutting an estimated $405M.

  • 1,228 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2021, down from 1,260 in Q2 2021.
  • Funds reported $52.3B of State Street Energy Select Sector SPDR ETF stock for Q3 2021, down 32% quarter-over-quarter.
  • 130 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2021 and 142 closed out, a net change of -12 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2021 was Prudential plc, an estimated $320M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2021 was Synovus Financial, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2021.