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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
NEAM
651
New England Asset Management
Connecticut
$785K
FFN
652
Focus Financial Network
Minnesota
$783K -$54.2K -2,188 -7%
MAFM
653
Mid Atlantic Financial Management
Pennsylvania
$779K -$192K -7,762 -21%
AMM
654
American Money Management
California
$779K -$46.9K -1,894 -6%
CC
655
Callan Capital
California
$778K -$4.36K -176 -0.6%
ECML
656
Eagle Capital Management (Louisiana)
Louisiana
$778K +$6.29K +254 +0.9%
VDBMI
657
Van Den Berg Management I
Texas
$777K +$7.78K +314 +1%
RWA
658
River Wealth Advisors
Pennsylvania
$773K -$1.64K -66 -0.2%
WPW
659
Waldron Private Wealth
Pennsylvania
$772K +$1.54K +62 +0.2%
MAM
660
Marquette Asset Management
Minnesota
$766K
FPW
661
Flagship Private Wealth
Massachusetts
$761K +$125K +5,026 +21%
Jennison Associates
662
Jennison Associates
New York
$754K +$80.1K +3,234 +13%
Allianz Asset Management
663
Allianz Asset Management
Germany
$753K -$12M -483,420 -94%
VCM
664
Vivaldi Capital Management
Illinois
$748K -$9.96K -402 -1%
NL
665
NVWM LLC
Pennsylvania
$747K -$30.2K -1,218 -4%
AIM
666
Acropolis Investment Management
Missouri
$737K +$14.7K +592 +2%
BF
667
BOK Financial
Oklahoma
$732K +$696K +28,102 New
WWM
668
Wolff Wiese Magana
California
$725K +$30.4K +1,228 +5%
KFA
669
Kelleher Financial Advisors
New York
$724K +$310K +12,500 +82%
SWA
670
Sax Wealth Advisors
New Jersey
$723K +$1.69K +68 +0.2%
SC
671
Sierra Capital
Florida
$723K +$2.08K +84 +0.3%
NB
672
Northwest Bancshares
Pennsylvania
$721K +$6K +242 +0.9%
RFWA
673
RPg Family Wealth Advisory
Massachusetts
$719K +$24K +968 +4%
PWM
674
Perigon Wealth Management
California
$717K +$143K +5,766 +26%
CA
675
Claro Advisors
Massachusetts
$716K -$8.03K -324 -1%

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.