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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
IP
501
Intellectus Partners
California
$1.42M -$14.9K -600 -1%
PIA
502
Perennial Investment Advisors
California
$1.41M +$203K +8,190 +18%
FFA
503
Founders Financial Alliance
North Carolina
$1.41M +$100K +4,056 +8%
WS
504
Wedbush Securities
California
$1.4M -$244K -9,868 -16%
ACP
505
Aviance Capital Partners
Florida
$1.39M -$495K -19,994 -27%
CWA
506
Clarus Wealth Advisors
Arizona
$1.38M -$800K -32,294 -39%
SPAS
507
Spectrum Planning & Advisory Services
California
$1.37M +$33.9K +1,370 +3%
NAG
508
Northstar Advisory Group
New Jersey
$1.37M +$1.3M +52,628 New
TTWM
509
TCV Trust & Wealth Management
Virginia
$1.36M -$39.4K -1,592 -3%
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M -$115K -4,634 -8%
PFPT
511
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.35M -$19.2K -776 -1%
BCM
512
Brookstone Capital Management
Illinois
$1.35M -$3.4M -137,122 -74%
CC
513
Cadinha & Co
Hawaii
$1.34M -$9.72M -392,200 -88%
PBC
514
Pavion Blue Capital
California
$1.33M -$93.7K -3,784 -7%
AWM
515
Apollon Wealth Management
South Carolina
$1.33M +$283K +11,422 +29%
RJT
516
Raymond James Trust
Florida
$1.33M -$187K -7,562 -13%
CTC
517
Central Trust Company
Missouri
$1.33M +$182K +7,362 +17%
IWA
518
IBEX Wealth Advisors
New Jersey
$1.32M +$41.1K +1,660 +3%
BFA
519
Brendel Financial Advisors
New Hampshire
$1.32M +$1.26M +50,750 New
EGA
520
Eagle Global Advisors
Texas
$1.32M +$198K +8,000 +19%
BSW
521
Buckingham Strategic Wealth
Missouri
$1.32M
EVM
522
Eaton Vance Management
Massachusetts
$1.31M +$87.9K +3,548 +7%
T
523
TNF
Montana
$1.31M +$1.16M +46,804 New
FTC
524
Farmers Trust Company
Ohio
$1.31M +$42.1K +1,700 +4%
APSI
525
Asset Planning Services Inc
Louisiana
$1.3M +$248K +10,000 +25%

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.