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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
EC
376
Estate Counselors
Wisconsin
$2.77M +$795K +30,590 +42%
GPFA
377
Game Plan Financial Advisors
Ohio
$2.76M -$29.9K -1,150 -1%
BRM
378
Boston Research & Management
Massachusetts
$2.73M +$127K +4,890 +5%
PCM
379
Prelude Capital Management
New York
$2.72M +$2.28M +87,840 +668%
LWM
380
Laidlaw Wealth Management
New York
$2.71M +$455K +17,494 +21%
DAS
381
Dynamic Advisor Solutions
Arizona
$2.69M +$600K +23,068 +30%
PWA
382
Physician Wealth Advisors
Utah
$2.68M +$1.12M +43,030 +64%
OWA
383
One Wealth Advisors
California
$2.67M +$1.27M +49,030 +98%
MFG
384
Magnus Financial Group
New York
$2.67M +$1.43M +55,132 +125%
AWA
385
Arkadios Wealth Advisors
Georgia
$2.64M +$1.39M +53,626 +120%
CPA
386
Clear Perspective Advisors
Illinois
$2.6M +$577K +22,172 +30%
SCP
387
Syntal Capital Partners
Texas
$2.59M +$188K +7,228 +8%
BCM
388
Bienville Capital Management
New York
$2.57M -$2.87M -110,258 -54%
FHA
389
Flagship Harbor Advisors
Massachusetts
$2.56M +$1.37M +52,572 +124%
SB
390
Strategic Blueprint
Georgia
$2.54M +$1.75M +67,190 +247%
HIM
391
Hanlon Investment Management
New Jersey
$2.53M -$218K -8,368 -8%
WP
392
WealthSource Partners
California
$2.49M -$79.4K -3,054 -3%
NAM
393
NorthCoast Asset Management
Connecticut
$2.48M -$178K -6,848 -7%
PCS
394
Personal CFO Solutions
New Jersey
$2.44M +$379K +14,568 +19%
BWM
395
BigSur Wealth Management
Florida
$2.42M +$234K +9,000 +11%
MWM
396
Merriman Wealth Management
Washington
$2.39M +$4.94K +190 +0.2%
CCM
397
Covington Capital Management
California
$2.39M +$40.3K +1,550 +2%
SFG
398
SNS Financial Group
Minnesota
$2.38M -$56.7K -2,182 -2%
SIC
399
Sigma Investment Counselors
Michigan
$2.38M -$26.1K -1,002 -1%
AFS
400
Aft Forsyth & Sober
Florida
$2.37M

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.