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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
FRM
651
Fox Run Management
Connecticut
$910K +$421K +16,200 +92%
FWP
652
Firethorn Wealth Partners
Georgia
$908K +$315K +12,130 +56%
GIA
653
Granite Investment Advisors
New Hampshire
$902K +$176K +6,754 +25%
T
654
TRUADVICE
Florida
$901K +$255K +9,812 +37%
HCM
655
Hollencrest Capital Management
California
$900K +$11.8K +454 +1%
FEM
656
Fulcrum Equity Management
Texas
$899K -$6.08K -234 -0.7%
MP
657
McDonald Partners
Ohio
$898K +$52.8K +2,032 +6%
FCI
658
Financial Counselors Inc
Kansas
$890K -$44.2K -1,700 -5%
HFA
659
High Falls Advisors
New York
$889K -$5.83K -224 -0.7%
ST
660
Sabal Trust
Florida
$888K -$19.5K -750 -2%
FFN
661
Focus Financial Network
Minnesota
$868K +$147K +5,642 +21%
KWILP
662
Kiwi Wealth Investments Limited Partnership
New Zealand
$868K +$838K +32,220 New
BL
663
Balentine LLC
Georgia
$867K
CM
664
Columbus Macro
Pennsylvania
$867K +$837K +32,198 New
BL
665
BFSG LLC
California
$866K +$100K +3,860 +14%
CWM
666
Cornerstone Wealth Management
Missouri
$864K +$57.8K +2,222 +7%
American Century Companies
667
American Century Companies
Missouri
$862K
SDWIA
668
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$861K -$2.6K -100 -0.3%
LFAS
669
Level Four Advisory Services
Texas
$860K +$64.4K +2,476 +8%
AFM
670
Andesa Financial Management
Pennsylvania
$858K
AMM
671
American Money Management
California
$856K -$29.9K -1,150 -3%
CP
672
Castleview Partners
Texas
$855K +$825K +31,742 New
GLA
673
Good Life Advisors
Pennsylvania
$844K +$553K +21,262 +211%
BCM
674
BTR Capital Management
California
$836K +$18.2K +700 +2%
AMG
675
Advisors Management Group
Wisconsin
$836K +$384K +14,752 +91%

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.