We are live on ! Find out more
XLE icon

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
GCMG
676
Gyroscope Capital Management Group
Florida
$820K +$94K +3,616 +13%
SJIM
677
St. Johns Investment Management
Florida
$819K +$55.3K +2,126 +8%
MYIA
678
Mount Yale Investment Advisors
Colorado
$815K +$88.6K +3,408 +13%
NEAM
679
New England Asset Management
Connecticut
$812K
CC
680
Callan Capital
California
$809K -$65.8K -2,530 -8%
NFG
681
Nations Financial Group
Iowa
$807K +$106K +4,078 +16%
NL
682
NVWM LLC
Pennsylvania
$805K +$777K +29,884 New
RWA
683
River Wealth Advisors
Pennsylvania
$801K +$2.34K +90 +0.3%
NFG
684
Next Financial Group
Texas
$800K +$54.2K +2,086 +8%
WPW
685
Waldron Private Wealth
Pennsylvania
$797K
ECML
686
Eagle Capital Management (Louisiana)
Louisiana
$797K +$20.2K +778 +3%
VDBMI
687
Van Den Berg Management I
Texas
$796K -$17.4K -668 -2%
MAM
688
Marquette Asset Management
Minnesota
$792K
BCM
689
Bayesian Capital Management
New York
$787K +$759K +29,200 New
AC
690
Abbrea Capital
California
$781K +$104K +4,010 +16%
TPWA
691
TRUE Private Wealth Advisors
Oregon
$780K +$109K +4,186 +17%
OCPWS
692
One Charles Private Wealth Services
Massachusetts
$780K +$483K +18,560 +179%
OPWM
693
Oxinas Partners Wealth Management
Indiana
$778K -$651K -25,038 -46%
TFGT
694
TS Financial Group (TSFG)
Illinois
$773K +$574K +22,070 +333%
MFW
695
Meristem Family Wealth
Minnesota
$765K
KP
696
Keel Point
Alabama
$754K +$728K +28,000 New
AIM
697
Acropolis Investment Management
Missouri
$751K -$75.9K -2,920 -9%
FMBTD
698
First Midwest Bank Trust Division
Illinois
$749K +$364K +14,016 +102%
CA
699
Claro Advisors
Massachusetts
$749K +$723K +27,806 New
PWMAG
700
Pinnacle Wealth Management Advisory Group
New Jersey
$748K +$395K +15,200 +121%

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.