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
SB
576
Simmons Bank
Arkansas
$1.08M +$53.5K +2,158 +5%
TC
577
Trust Company
Kansas
$1.06M +$20.5K +826 +2%
BCM
578
Boltwood Capital Management
California
$1.06M +$93.4K +3,770 +10%
FBFS
579
First Business Financial Services
Wisconsin
$1.05M
BCFS
580
Butensky & Cohen Financial Security
Florida
$1.05M -$50.4K -2,034 -5%
SGI
581
Summit Global Investments
Utah
$1.04M -$233K -9,408 -19%
ARMC
582
American Research & Management Company
Massachusetts
$1.04M -$21.3K -858 -2%
SW
583
SlateStone Wealth
Florida
$1.04M +$513K +20,716 +108%
SFI
584
SPC Financial Inc
Maryland
$1.03M +$13.6K +550 +1%
PA
585
Pinnacle Associates
New York
$1.03M -$376K -15,182 -28%
XSC
586
X-Square Capital
Puerto Rico
$1.02M -$882K -35,592 -48%
SAG
587
Spotlight Asset Group
Illinois
$1.02M -$423K -17,080 -30%
GC
588
Grimes & Company
Massachusetts
$1.02M -$268K -10,802 -22%
BAS
589
Brown Advisory Securities
Maryland
$1M
OR
590
Olympiad Research
Connecticut
$1M -$1.17M -47,254 -55%
B
591
Bailard
California
$996K +$43.9K +1,774 +5%
CCT
592
Country Club Trust
Missouri
$995K -$69.1K -2,790 -7%
TW
593
TrinityPoint Wealth
Connecticut
$986K -$490K -19,778 -34%
FC
594
FCA Corp
Texas
$980K -$8.92K -360 -0.9%
MP
595
McDonald Partners
Ohio
$977K +$103K +4,160 +12%
MRC
596
Millburn Ridgefield Corp
New York
$973K +$50K +2,020 +6%
Ensign Peak Advisors
597
Ensign Peak Advisors
Utah
$973K +$926K +37,360 New
CB
598
Commerce Bank
Missouri
$972K +$12K +484 +1%
FTA
599
Financial & Tax Architects
Missouri
$970K +$256K +10,338 +38%
CL
600
COWA LLC
Oklahoma
$961K -$456K -18,420 -33%

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.