We are live on ! Find out more
XLE icon

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
CWA
526
Clearview Wealth Advisors
Oregon
$1.3M -$63.3K -2,556 -5%
KFGK
527
Keystone Financial Group (Kentucky)
Kentucky
$1.3M +$34.3K +1,384 +3%
Comerica Bank
528
Comerica Bank
Texas
$1.3M -$424K -17,118 -28%
ACS
529
Archford Capital Strategies
Illinois
$1.3M -$991 -40 -0.1%
MLM
530
Mount Lucas Management
Pennsylvania
$1.3M -$793 -32 -0.1%
BCM
531
Bluefin Capital Management
New York
$1.29M -$3.56M -143,572 -74%
NL
532
NWAM LLC
Washington
$1.28M -$173K -6,986 -12%
BWA
533
BDO Wealth Advisors
Florida
$1.28M -$51.2K -2,068 -4%
IFG
534
Independent Financial Group
California
$1.28M -$29.5K -1,192 -2%
ST
535
Sageworth Trust
Pennsylvania
$1.27M
SSB
536
Sandy Spring Bank
Maryland
$1.26M -$35.7K -1,440 -3%
GFS
537
GYL Financial Synergies
Connecticut
$1.26M +$9.46K +382 +0.8%
CICI
538
Capital Investment Counsel Inc
North Carolina
$1.26M +$23.1K +934 +2%
BONH
539
Bank of New Hampshire
New Hampshire
$1.25M
MA
540
Montag & Associates
Georgia
$1.25M +$145K +5,868 +14%
TAF
541
Tredje AP-fonden
Sweden
$1.25M +$253K +10,200 +27%
GCP
542
Gill Capital Partners
Colorado
$1.25M -$153K -6,182 -11%
DLHL
543
Donald L. Hagan LLC
Florida
$1.24M +$258K +10,414 +28%
MAM
544
Meeder Asset Management
Ohio
$1.22M +$247K +9,980 +27%
WAM
545
WNY Asset Management
New York
$1.21M -$26.1K -1,054 -2%
VFA
546
Valeo Financial Advisors
Indiana
$1.21M -$61.5K -2,484 -5%
PAMP
547
Polar Asset Management Partners
Ontario, Canada
$1.21M -$50 -2 -0%
PCS
548
Personal CFO Solutions
New Jersey
$1.2M -$1.11M -44,706 -49%
EC
549
Estate Counselors
Wisconsin
$1.19M -$1.42M -57,150 -55%
JSL
550
JT Stratford LLC
Georgia
$1.19M +$1.14M +45,832 New

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.