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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
DJSG
726
D.J. St. Germain
Massachusetts
$678K
SC
727
Sierra Capital
Florida
$676K +$1.77K +68 +0.3%
WAM
728
Wolverine Asset Management
Illinois
$668K -$6.55M -251,908 -91%
DCM
729
Dimension Capital Management
Florida
$666K -$36.4K -1,400 -5%
EWM
730
Edge Wealth Management
New York
$666K +$9.21K +354 +1%
BAM
731
Berkshire Asset Management
Pennsylvania
$665K -$52K -2,000 -7%
CC
732
Copperleaf Capital
North Carolina
$665K +$3.59K +138 +0.6%
FCA
733
FLC Capital Advisors
California
$664K +$641K +24,642 New
MWM
734
Minot Wealth Management
Massachusetts
$657K +$652K +25,088 New
HIA
735
Harbor Investment Advisory
Maryland
$652K +$317K +12,186 +101%
SCA
736
Snowden Capital Advisors
New York
$651K +$14.9K +574 +2%
AWM
737
Aries Wealth Management
Maine
$647K
AIP
738
Ahrens Investment Partners
Louisiana
$646K +$361K +13,892 +138%
FIM
739
Fernwood Investment Management
Massachusetts
$639K +$148K +5,696 +32%
EWM
740
Endurance Wealth Management
Rhode Island
$637K +$67.1K +2,580 +12%
FPW
741
Flagship Private Wealth
Massachusetts
$630K +$270K +10,374 +75%
VCA
742
Verdence Capital Advisors
Maryland
$622K -$55.6K -2,140 -8%
PCA
743
Pallas Capital Advisors
Massachusetts
$622K +$667K +25,640 New
CPA
744
Court Place Advisors
Maryland
$621K
CGA
745
Crescent Grove Advisors
Illinois
$620K +$345K +13,258 +136%
GIM
746
Goelzer Investment Management
Indiana
$618K +$3.23K +124 +0.5%
IA
747
IFG Advisory
Georgia
$618K +$108K +4,164 +22%
WAP
748
Wealthcare Advisory Partners
Pennsylvania
$616K +$128K +4,930 +28%
OIS
749
Okabena Investment Services
Minnesota
$611K
ASFA
750
All Season Financial Advisors
Colorado
$611K +$590K +22,676 New

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.