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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
LFPWM
326
Leicht Financial Planning & Wealth Management
New Jersey
$3.59M +$331K +12,730 +10%
JWCA
327
J.W. Cole Advisors
Florida
$3.58M +$1.01M +39,026 +42%
NSAM
328
North Star Asset Management
Wisconsin
$3.56M -$23.1K -888 -0.7%
IMOV
329
Investment Management of Virginia
Virginia
$3.48M -$13K -500 -0.4%
CF
330
Clarity Financial
Texas
$3.46M -$3.32M -127,694 -50%
VA
331
Valmark Advisers
Ohio
$3.46M +$196K +7,532 +6%
IA
332
IndexIQ Advisors
New York
$3.46M +$2.45M +94,244 +274%
SC
333
Scotia Capital
Ontario, Canada
$3.46M +$258K +9,936 +8%
TCBWMS
334
Texas Capital Bank Wealth Management Services
Texas
$3.43M +$1.5M +57,852 +83%
AA
335
AlphaMark Advisors
Kentucky
$3.38M -$652K -25,086 -17%
CAL
336
Capital Advisors Ltd
Ohio
$3.38M -$10.3K -396 -0.3%
BRWA
337
B. Riley Wealth Advisors
Florida
$3.32M +$168K +6,468 +6%
MAP
338
Milestone Advisory Partners
North Carolina
$3.32M +$3.2M +123,146 New
IUHSA
339
Itau Unibanco Holding S.A.
Brazil
$3.31M -$4.01M -154,314 -56%
VAS
340
Valicenti Advisory Services
New York
$3.31M +$105K +4,040 +3%
PWPS
341
Pinnacle Wealth Planning Services
Ohio
$3.3M
CF
342
Centaurus Financial
California
$3.29M +$463K +17,822 +17%
HGWM
343
Horst & Graben Wealth Management
Oregon
$3.28M +$772K +29,694 +32%
WWM
344
Windsor Wealth Management
Indiana
$3.24M +$181K +6,978 +6%
LWA
345
Lowe Wealth Advisors
Maryland
$3.22M +$669K +25,728 +27%
CW
346
CreativeOne Wealth
Kansas
$3.21M +$1.31M +50,388 +73%
BFIC
347
Bedell Frazier Investment Counselling
California
$3.2M +$207K +7,970 +7%
CG
348
Cutler Group
California
$3.16M -$12.8M -492,176 -81%
PPWP
349
Proquility Private Wealth Partners
Nevada
$3.16M +$2.24M +86,010 +275%
SCP
350
Silverleafe Capital Partners
Tennessee
$3.16M +$633K +24,348 +26%

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.