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State Street Energy Select Sector SPDR ETF

1,228 hedge funds and large institutions have $52.3B invested in State Street Energy Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 517 increasing their positions, 437 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 437

9% more call options, than puts

Call options by funds: $6.3B | Put options by funds: $5.78B

8% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 142

3% less funds holding

Funds holding: 1,2601,228 (-32)

3.4% less ownership

Funds ownership: 117.61%114.2% (-3.4%)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

32% less capital invested

Capital invested by funds: $76.9B → $52.3B (-$24.7B)

Holders
1,228
Holders Change
-32
Holders Change %
-2.54%
% of All Funds
21.5%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.81%
New
130
Increased
517
Reduced
437
Closed
142
Calls
$6.3B
Puts
$5.78B
Net Calls
+$526M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Change in
Stake
KFBMI
476
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.56M
UBG
477
United Bank (Georgia)
Georgia
$1.55M +$269K +10,870 +22%
GTCM
478
Gyon Technologies Capital Management
New Jersey
$1.53M +$543K +21,936 +59%
GBT
479
Grove Bank & Trust
Florida
$1.53M -$60.3K -2,434 -4%
TPCW
480
TD Private Client Wealth
New York
$1.52M +$338K +13,640 +30%
TCOO
481
Trust Company of Oklahoma
Oklahoma
$1.52M -$13K -524 -0.9%
BHB
482
Bank Hapoalim BM
Israel
$1.52M -$434K -17,508 -23%
CFD
483
Creative Financial Designs
Indiana
$1.51M +$250K +10,082 +21%
PFS
484
Prospera Financial Services
Texas
$1.51M -$1.26M -50,698 -47%
LDB
485
Lee, Danner & Bass
Tennessee
$1.5M -$31K -1,250 -2%
TFF
486
The Family Firm
Maryland
$1.49M +$67.6K +2,730 +6%
AAM
487
Ameraudi Asset Management
New York
$1.48M +$57.6K +2,324 +4%
TRCT
488
Tower Research Capital (TRC)
New York
$1.48M -$63.4K -2,560 -4%
BP
489
BBR Partners
New York
$1.48M -$1.26M -50,788 -47%
LWM
490
Lyell Wealth Management
California
$1.48M +$193K +7,780 +16%
PAMS
491
Pictet Asset Management (Switzerland)
Switzerland
$1.47M +$1.4M +56,470 New
Chevy Chase Trust
492
Chevy Chase Trust
Maryland
$1.47M +$20K +806 +1%
VWA
493
V Wealth Advisors
Kansas
$1.46M -$14.1K -568 -1%
AMG
494
Asset Management Group
Connecticut
$1.46M +$15.5K +624 +1%
OIA
495
OneDigital Investment Advisors
Kansas
$1.45M -$72.7K -2,936 -5%
FHB
496
First Hawaiian Bank
Hawaii
$1.45M -$87.9K -3,550 -6%
MA
497
MUFG Americas
New York
$1.45M -$205K -8,288 -13%
SS
498
Sunbelt Securities
Texas
$1.44M
PWMG
499
Pinnacle Wealth Management Group
Michigan
$1.42M +$183K +7,402 +16%
GM
500
GeoWealth Management
Illinois
$1.42M -$727K -29,346 -35%

XLE Hedge Fund Activity: Q3 2021 in Review

1,228 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2021, worth a combined $52.3B — down 32% from $76.9B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of XLE and 130 opened new positions — a net loss of 12 holders — while 437 trimmed existing stakes and 517 added.

The largest buyer was Prudential plc, opening a new position worth an estimated $320M. The largest seller was Synovus Financial, cutting an estimated $405M.

  • 1,228 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2021, down from 1,260 in Q2 2021.
  • Funds reported $52.3B of State Street Energy Select Sector SPDR ETF stock for Q3 2021, down 32% quarter-over-quarter.
  • 130 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2021 and 142 closed out, a net change of -12 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2021 was Prudential plc, an estimated $320M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2021 was Synovus Financial, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2021.