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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
BCA
301
Bray Capital Advisors
Florida
$4.05M +$267K +10,250 +7%
IA
302
IFP Advisors
Florida
$4.04M +$183K +7,046 +5%
AWMS
303
Advocacy Wealth Management Services
Georgia
$4.04M -$322K -12,386 -8%
PCM
304
Poehling Capital Management
Wisconsin
$4.04M -$152K -5,842 -4%
Deutsche Bank
305
Deutsche Bank
Germany
$4.03M -$1.7M -65,428 -30%
PCH
306
PGIM Custom Harvest
New Jersey
$3.84M +$1.04M +40,172 +39%
JGC
307
J. Goldman & Co
New York
$3.82M +$2.64M +101,516 +252%
TA
308
Tiedemann Advisors
New York
$3.81M
RT
309
Rockland Trust
Massachusetts
$3.78M -$252K -9,692 -6%
BCI
310
Brinker Capital Investments
Pennsylvania
$3.77M -$1.55M -59,592 -30%
WWM
311
Western Wealth Management
Colorado
$3.77M +$444K +17,076 +14%
TCWA
312
Ten Capital Wealth Advisors
Washington
$3.76M +$45K +1,732 +1%
CAWM
313
Capital Advisors Wealth Management
Washington
$3.74M +$951K +36,558 +36%
AP
314
Appleton Partners
Massachusetts
$3.74M +$356K +13,690 +11%
CAS
315
Cascadia Advisory Services
Oregon
$3.71M +$249K +9,580 +7%
AFP
316
Ausdal Financial Partners
Iowa
$3.71M -$354K -13,604 -9%
OSNBOA
317
Old Second National Bank of Aurora
Illinois
$3.7M +$5.25K +202 +0.1%
ETI
318
Enterprise Trust & Investment
California
$3.69M -$200K -7,704 -5%
CCMD
319
Cypress Capital Management (Delaware)
Delaware
$3.68M -$1.56K -60 -0%
CIP
320
Capital Insight Partners
Arizona
$3.67M +$69.5K +2,672 +2%
Fisher Asset Management
321
Fisher Asset Management
Washington
$3.67M +$101K +3,896 +3%
RCP
322
Rothschild Capital Partners
New York
$3.64M -$108K -4,160 -3%
CA
323
Cetera Advisors
Colorado
$3.62M -$18.5K -712 -0.5%
VFM
324
Vivid Financial Management
California
$3.61M +$2.89M +110,970 +481%
SW
325
SVB Wealth
Massachusetts
$3.59M +$209K +8,036 +6%

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.