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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
MWM
676
Maltin Wealth Management
New Jersey
$714K -$4.31K -174 -0.6%
CGA
677
Crescent Grove Advisors
Illinois
$714K +$109K +4,384 +19%
CWM
678
CCG Wealth Management
California
$712K +$677K +27,334 New
CIBC Private Wealth Group
679
CIBC Private Wealth Group
Georgia
$710K -$835K -33,692 -55%
RHP
680
Royal Harbor Partners
Texas
$706K +$671K +27,098 New
LWM
681
Loveless Wealth Management
Montana
$705K +$28.5K +1,150 +4%
OFS
682
Oldfather Financial Services
Nebraska
$705K +$607K +24,504 New
IA
683
Insight Advisors
Pennsylvania
$704K +$606K +24,472 New
GEM
684
Global Endowment Management
North Carolina
$703K
NFC
685
Northeast Financial Consultants
Connecticut
$703K +$197K +7,936 +42%
VanEck Associates
686
VanEck Associates
New York
$700K +$158K +6,388 +31%
HNB
687
Huntington National Bank
Ohio
$699K +$5.1K +206 +0.8%
BIM
688
Bridgecreek Investment Management
Oklahoma
$699K +$248K +10,000 +59%
FMBTD
689
First Midwest Bank Trust Division
Illinois
$698K -$25.8K -1,042 -4%
AWA
690
Arkadios Wealth Advisors
Georgia
$691K -$1.77M -71,618 -73%
JCM
691
Jacobi Capital Management
Pennsylvania
$688K -$20.1K -812 -3%
LRPA
692
L. Roy Papp & Associates
Arizona
$686K -$9.17K -370 -1%
IFS
693
Ifrah Financial Services
Arkansas
$679K +$18.8K +758 +3%
BAM
694
Berkshire Asset Management
Pennsylvania
$679K +$34.7K +1,400 +6%
AWM
695
Altium Wealth Management
New York
$677K -$16.5K -668 -3%
FCA
696
FLC Capital Advisors
California
$673K +$29.5K +1,192 +5%
ZIM
697
Zacks Investment Management
Illinois
$671K +$291K +11,740 +84%
CAM
698
Concorde Asset Management
Michigan
$660K +$743 +30 +0.1%
DBIA
699
Dumont & Blake Investment Advisors
New Jersey
$656K
MWM
700
Minot Wealth Management
Massachusetts
$653K

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.