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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
First Manhattan
726
First Manhattan
New York
$567K +$490K +19,760 +969%
CPIG
727
Chicago Partners Investment Group
Illinois
$556K +$35.1K +1,416 +8%
WT
728
Whittier Trust
California
$555K -$2.58K -104 -0.5%
MAM
729
MMA Asset Management
Pennsylvania
$553K -$6.69K -270 -1%
NHC
730
Nicholas Hoffman & Company
Georgia
$553K +$15.7K +632 +3%
EW
731
Evoke Wealth
California
$551K -$880K -35,528 -63%
HIIFS
732
Harel Insurance Investments & Financial Services
Israel
$550K -$202K -8,174 -27%
DCM
733
Dimension Capital Management
Florida
$550K -$89.2K -3,600 -15%
PG
734
Proffitt & Goodson
Tennessee
$547K -$3.91K -158 -0.7%
DJSG
735
D.J. St. Germain
Massachusetts
$546K -$105K -4,226 -17%
NB
736
NBT Bank
New York
$546K -$5.35K -216 -1%
WI
737
Wintrust Investments
Illinois
$545K -$36.9K -1,488 -7%
AWM
738
Aberdeen Wealth Management
Illinois
$545K -$18.6K -750 -3%
BWM
739
Birchcreek Wealth Management
Ohio
$545K -$4.21K -170 -0.8%
SF
740
Summit Financial
New Jersey
$540K +$514K +20,746 New
BRWM
741
B. Riley Wealth Management
Tennessee
$539K +$175K +7,060 +52%
CCM
742
Chiron Capital Management
Florida
$536K +$10.1K +406 +2%
SAS
743
Sage Advisory Services
Texas
$536K +$510K +20,570 New
LGA
744
Lebenthal Global Advisors
New York
$536K +$510K +20,580 New
SIAG
745
Safeguard Investment Advisory Group
California
$531K -$50.2K -2,028 -9%
YIA
746
YHB Investment Advisors
Connecticut
$530K -$39.9K -1,612 -7%
MSAGDF
747
Moneda SA Administradora General de Fondos
Chile
$530K
PA
748
PFG Advisors
Arizona
$530K +$123K +4,968 +32%
JWA
749
JFS Wealth Advisors
Pennsylvania
$529K +$168K +6,772 +50%
AR
750
Advisory Research
Illinois
$527K +$118K +4,764 +31%

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.