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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
WP
701
WMS Partners
Maryland
$653K +$621K +25,074 New
IWS
702
Insight Wealth Strategies
California
$649K +$71.2K +2,876 +13%
SCA
703
Snowden Capital Advisors
New York
$645K +$14.6K +590 +2%
EWM
704
Edge Wealth Management
New York
$644K
QFA
705
Quattro Financial Advisors
Texas
$643K -$3.43M -138,474 -86%
MOS
706
MGO One Seven
Ohio
$638K +$90K +3,632 +20%
FPS
707
Fieldpoint Private Securities
Connecticut
$631K
IC
708
IEQ Capital
California
$630K +$316K +12,740 +111%
FIM
709
Fernwood Investment Management
Massachusetts
$629K +$10.8K +436 +2%
IA
710
IFG Advisory
Georgia
$627K +$28.5K +1,152 +5%
AWM
711
Aries Wealth Management
Maine
$626K
SI
712
Symmetry Investments
Jersey
$620K -$4.38M -176,856 -88%
SA
713
Strategic Advisors
New York
$620K +$32K +1,292 +6%
BWM
714
BNC Wealth Management
Oregon
$619K +$279K +11,266 +90%
AF
715
Allworth Financial
California
$600K +$361K +14,586 +173%
CT
716
Caldwell Trust
Florida
$596K +$547K +22,080 +2,795%
OIS
717
Okabena Investment Services
Minnesota
$591K
HCM
718
Hollencrest Capital Management
California
$587K -$270K -10,882 -33%
GIM
719
Goelzer Investment Management
Indiana
$580K -$16K -646 -3%
SFWA
720
Summit Financial Wealth Advisors
Louisiana
$580K +$121K +4,870 +28%
CS
721
Capital Square
Tennessee
$578K -$25.5K -1,030 -5%
RMC
722
Resources Management Corp
Connecticut
$576K +$77K +3,108 +16%
MWPCG
723
Measured Wealth Private Client Group
New Hampshire
$575K -$7.48K -302 -1%
CPA
724
Court Place Advisors
Maryland
$574K -$24.8K -1,000 -4%
FFS
725
Founders Financial Securities
Maryland
$567K +$260K +10,496 +93%

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.