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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
WPC
601
White Pine Capital
Minnesota
$961K
TCPWM
602
Traverso Chambers Private Wealth Management
California
$961K +$446 +18 +0%
TA
603
TrueWealth Advisors
Alabama
$957K -$4.56K -184 -0.5%
MFW
604
Meristem Family Wealth
Minnesota
$948K +$198K +8,010 +28%
LAM
605
LifePro Asset Management
California
$946K +$27.4K +1,108 +3%
EL
606
Essex LLC
Illinois
$943K +$897K +36,206 New
PWLP
607
Prio Wealth Limited Partnership
Massachusetts
$941K
CS
608
Cannell & Spears
New York
$938K
Northwestern Mutual Wealth Management
609
Northwestern Mutual Wealth Management
Wisconsin
$921K -$355K -14,320 -29%
CHA
610
Carmichael Hill & Associates
Maryland
$921K +$15.5K +626 +2%
MBTD
611
Mechanics Bank - Trust Department
California
$920K +$6.89K +278 +0.8%
UB
612
UMB Bank
Missouri
$903K -$89.2K -3,600 -9%
PCA
613
Personal Capital Advisors
California
$902K -$46.9K -1,892 -5%
GCMG
614
Gyroscope Capital Management Group
Florida
$892K +$93.5K +3,776 +12%
GGS
615
Galvin Gaustad & Stein
Arizona
$888K -$42.2K -1,702 -5%
BL
616
BFSG LLC
California
$888K +$47.6K +1,920 +6%
VWM
617
Vigilare Wealth Management
Arizona
$888K +$519K +20,966 +159%
FAB
618
First American Bank
Illinois
$887K
AMG
619
Advisors Management Group
Wisconsin
$879K +$67.5K +2,724 +9%
MSFS
620
Main Street Financial Solutions
Pennsylvania
$878K -$178K -7,184 -18%
CAGAS
621
Capital Advisory Group Advisory Services
Minnesota
$873K -$192K -7,742 -19%
GWM
622
Greenwich Wealth Management
Connecticut
$870K -$153K -6,170 -16%
FCI
623
Financial Counselors Inc
Kansas
$869K +$8.27K +334 +1%
CAC
624
Certified Advisory Corp
Florida
$859K -$150K -6,058 -16%
FA
625
FDx Advisors
Illinois
$858K -$112K -4,514 -12%

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.