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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
HI
801
Horizon Investments
North Carolina
$502K +$484K +18,628 New
WPWM
802
Windward Private Wealth Management
Kansas
$500K -$31K -1,192 -6%
GT
803
Glenview Trust
Kentucky
$500K
MOS
804
MGO One Seven
Ohio
$500K +$177K +6,806 +58%
OMC
805
Old Mission Capital
Illinois
$500K +$483K +18,576 New
TCM
806
Towercrest Capital Management
Pennsylvania
$497K
SNT
807
Security National Trust
West Virginia
$496K +$44.4K +1,706 +10%
AIM
808
Aspen Investment Management
Michigan
$494K +$477K +18,342 New
MAS
809
Managed Account Services
Florida
$492K -$25.2K -970 -5%
SFG
810
Summit Financial Group
West Virginia
$490K +$474K +18,220 New
GSWM
811
Golden State Wealth Management
California
$489K +$164K +6,290 +53%
MC
812
Moors & Cabot
Massachusetts
$488K +$188K +7,222 +66%
CTI
813
Community Trust & Investment
Kentucky
$483K
BAM
814
Blueshift Asset Management
New Jersey
$478K +$86.1K +3,312 +23%
SIC
815
Shoker Investment Counsel
Ohio
$476K -$4.89K -188 -1%
TSS
816
Two Sigma Securities
New York
$476K +$3.54K +136 +0.8%
MIM
817
Marco Investment Management
Georgia
$476K +$10.4K +400 +2%
HCP
818
Hexagon Capital Partners
Arkansas
$476K +$85.6K +3,292 +23%
TI
819
Trexquant Investment
Connecticut
$476K +$460K +17,684 New
SAM
820
Seelaus Asset Management
New Jersey
$474K +$457K +17,580 New
PSUF
821
People's United Financial
Connecticut
$473K -$15.6K -600 -3%
WCG
822
Weaver Consulting Group
California
$472K +$88.4K +3,398 +24%
AMIM
823
Aull & Monroe Investment Management
Alabama
$472K +$455K +17,516 New
WCM
824
WealthBridge Capital Management
Ohio
$469K +$142K +5,478 +46%
SFWA
825
Summit Financial Wealth Advisors
Louisiana
$469K +$453K +17,408 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.