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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
GC
551
Grimes & Company
Massachusetts
$1.34M +$156 +6 +0%
FFA
552
Founders Financial Alliance
North Carolina
$1.34M +$60.4K +2,322 +5%
Northwestern Mutual Wealth Management
553
Northwestern Mutual Wealth Management
Wisconsin
$1.34M +$330K +12,684 +34%
IWA
554
IBEX Wealth Advisors
New Jersey
$1.32M +$176K +6,782 +16%
VFA
555
Valeo Financial Advisors
Indiana
$1.32M +$110K +4,232 +9%
NCM
556
Northwest Capital Management
Oregon
$1.32M +$1.39M +53,404 New
SGI
557
Summit Global Investments
Utah
$1.32M -$23.9K -920 -2%
LWM
558
Lyell Wealth Management
California
$1.32M +$1.27M +48,870 New
ST
559
Sageworth Trust
Pennsylvania
$1.31M
UBG
560
United Bank (Georgia)
Georgia
$1.31M +$541K +20,808 +74%
KFGK
561
Keystone Financial Group (Kentucky)
Kentucky
$1.31M +$9.15K +352 +0.7%
HIIFS
562
Harel Insurance Investments & Financial Services
Israel
$1.3M +$96.6K +3,714 +14%
TFF
563
The Family Firm
Maryland
$1.3M -$18.6K -716 -1%
GFS
564
GYL Financial Synergies
Connecticut
$1.29M +$31.3K +1,202 +3%
CFD
565
Creative Financial Designs
Indiana
$1.29M +$247K +9,494 +25%
LDFR
566
Lehman & Derafelo Financial Resources
Pennsylvania
$1.29M
WAM
567
WNY Asset Management
New York
$1.28M +$90.8K +3,492 +8%
CICI
568
Capital Investment Counsel Inc
North Carolina
$1.27M +$55.9K +2,150 +5%
PWMG
569
Pinnacle Wealth Management Group
Michigan
$1.27M +$1.23M +47,238 New
FTC
570
Farmers Trust Company
Ohio
$1.26M -$312 -12 -0%
FFG
571
Fortem Financial Group
California
$1.26M +$45.6K +1,752 +4%
BW
572
Bison Wealth
Georgia
$1.26M +$52.7K +2,028 +5%
BONH
573
Bank of New Hampshire
New Hampshire
$1.25M +$1.21M +46,566 New
PAMP
574
Polar Asset Management Partners
Ontario, Canada
$1.25M +$1.21M +46,352 New
KPW
575
Kore Private Wealth
New York
$1.25M +$282K +10,828 +31%

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.