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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
PIA
576
Perennial Investment Advisors
California
$1.24M +$1.19M +45,880 New
CCA
577
Cadent Capital Advisors
Oklahoma
$1.22M +$308K +11,830 +35%
LFF
578
Level Four Financial
Texas
$1.22M +$909K +34,940 +342%
RBC
579
Rye Brook Capital
Connecticut
$1.21M
TPCW
580
TD Private Client Wealth
New York
$1.21M +$350K +13,452 +43%
GVAG
581
Great Valley Advisor Group
Delaware
$1.2M +$252K +9,672 +27%
APW
582
Aurora Private Wealth
New Jersey
$1.19M +$144K +5,542 +14%
Vontobel Holding
583
Vontobel Holding
Switzerland
$1.19M -$167K -6,420 -13%
NM
584
NWI Management
New York
$1.19M -$55.2M -2,122,832 -98%
OA
585
Oxbow Advisors
Texas
$1.19M +$1.14M +43,996 New
CFG
586
Citizens Financial Group
Rhode Island
$1.18M +$63.9K +2,458 +6%
CTC
587
Central Trust Company
Missouri
$1.18M +$3.07K +118 +0.3%
JIC
588
Johnson Investment Counsel
Ohio
$1.18M +$9.36K +360 +0.8%
FWP
589
FAS Wealth Partners
Kansas
$1.16M +$369K +14,196 +49%
EGA
590
Eagle Global Advisors
Texas
$1.15M -$430K -16,550 -28%
HR
591
Hayden Royal
North Carolina
$1.15M +$266K +10,236 +32%
IFWM
592
Institute for Wealth Management
Colorado
$1.14M +$3.8K +146 +0.3%
BFA
593
Beaumont Financial Advisors
Massachusetts
$1.14M -$428K -16,444 -28%
MA
594
Montag & Associates
Georgia
$1.14M +$109K +4,200 +11%
BCFS
595
Butensky & Cohen Financial Security
Florida
$1.14M -$55.6K -2,138 -5%
BTWM
596
Baker Tilly Wealth Management
Wisconsin
$1.13M +$228K +8,784 +26%
GCP
597
GSA Capital Partners
United Kingdom
$1.12M +$47.5K +1,826 +5%
SSA
598
Schonfeld Strategic Advisors
New York
$1.11M -$3.18M -122,188 -75%
CAGAS
599
Capital Advisory Group Advisory Services
Minnesota
$1.11M +$935K +35,974 +679%
ARMC
600
American Research & Management Company
Massachusetts
$1.1M +$112K +4,324 +12%

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.