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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
SFA
401
Sequoia Financial Advisors
Ohio
$2.36M +$425K +16,338 +23%
IRC
402
Investors Research Corp
Georgia
$2.35M +$419K +16,108 +23%
Mariner
403
Mariner
Kansas
$2.34M +$333K +12,824 +17%
FA
404
Fermata Advisors
California
$2.33M +$36.9K +1,420 +2%
AIP
405
ARS Investment Partners
New York
$2.32M +$103K +3,974 +5%
MPCG
406
Matrix Private Capital Group
New York
$2.31M +$1.58M +60,942 +245%
OR
407
Olympiad Research
Connecticut
$2.31M +$358K +13,760 +19%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$2.29M +$1.32M +50,928 +149%
GM
409
GeoWealth Management
Illinois
$2.25M -$223K -8,570 -9%
SAM
410
Smithbridge Asset Management
Pennsylvania
$2.25M +$2.18M +83,714 New
CCFCSB
411
Cape Cod Five Cents Savings Bank
Massachusetts
$2.25M -$79.9K -3,072 -4%
GWM
412
Geneos Wealth Management
Colorado
$2.24M -$679K -26,098 -24%
FMC
413
First Merchants Corp
Indiana
$2.24M +$39.5K +1,518 +2%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$2.23M
IIA
415
IPG Investment Advisors
California
$2.23M +$795K +30,562 +58%
LBD
416
Landsberg Bennett & Dubbaneh
Florida
$2.23M +$2.18M +83,706 New
BCM
417
BlueCrest Capital Management
Jersey
$2.21M -$54.1M -2,080,926 -96%
FA
418
Fagan Associates
New York
$2.21M +$877K +33,720 +70%
JIP
419
Jaffetilchin Investment Partners
Florida
$2.21M +$1.01M +38,764 +84%
CWA
420
Clarus Wealth Advisors
Arizona
$2.18M +$65.1K +2,502 +3%
TCM
421
Triumph Capital Management
Colorado
$2.17M +$2.22M +85,408 New
GI
422
GAMCO Investors
Connecticut
$2.1M
EP
423
Eudaimonia Partners
Tennessee
$2.09M +$302K +11,628 +18%
FNT
424
First National Trust
Pennsylvania
$2.09M +$1.47M +56,526 +268%
CWG
425
Cornerstone Wealth Group
North Carolina
$2.08M -$846K -32,538 -27%

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.