We are live on ! Find out more
XLE icon

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
IC
276
Innealta Capital
Texas
$4.84M +$1.04M +40,138 +29%
IWP
277
Innova Wealth Partners
Pennsylvania
$4.83M +$184K +7,074 +4%
MAG
278
MRA Advisory Group
New Jersey
$4.76M -$936K -35,992 -17%
VRM
279
Vectors Research Management
New York
$4.75M -$483K -18,580 -10%
HC
280
HNP Capital
New York
$4.75M +$348K +13,370 +8%
Wolverine Trading
281
Wolverine Trading
Illinois
$4.72M -$80.1K -3,080 -2%
RCA
282
Resonant Capital Advisors
Wisconsin
$4.62M +$4.46M +171,376 New
VLC
283
Van Leeuwen & Company
New Jersey
$4.6M +$213K +8,198 +5%
GT
284
Glenmede Trust
Pennsylvania
$4.54M -$362K -13,906 -8%
CA
285
Crumly & Associates
Illinois
$4.53M +$586K +22,520 +15%
EWA
286
Evolution Wealth Advisors
Florida
$4.53M +$34.6K +1,332 +0.8%
DCM
287
Donaldson Capital Management
Indiana
$4.43M +$345K +13,264 +9%
FWCM
288
Ferguson Wellman Capital Management
Oregon
$4.34M -$256K -9,854 -6%
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$4.29M +$1.21M +46,576 +41%
RWA
290
Redhawk Wealth Advisors
Minnesota
$4.29M +$4.14M +159,092 New
MA
291
Mutual Advisors
Nebraska
$4.26M +$1.12M +43,216 +38%
AC
292
Albar Capital
United Kingdom
$4.25M +$4.1M +157,586 New
MPW
293
MA Private Wealth
California
$4.24M +$423K +16,282 +12%
EH
294
Equitable Holdings
New York
$4.23M -$215K -8,250 -5%
MCM
295
Murphy Capital Management
New Jersey
$4.22M +$1.01M +38,764 +33%
WA
296
WBH Advisory
Maryland
$4.2M +$124K +4,774 +3%
TF
297
Trek Financial
Arizona
$4.17M +$599K +23,036 +17%
MTC
298
Matrix Trust Company
Colorado
$4.1M +$896K +34,460 +29%
QFA
299
Quattro Financial Advisors
Texas
$4.07M -$500K -19,238 -11%
CRI
300
Colonial River Investments
Virginia
$4.06M +$392K +15,072 +11%

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.