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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
CC
801
Cedar Capital
Illinois
$461K -$48.3K -1,948 -10%
EP
802
Edgestream Partners
New Jersey
$461K +$439K +17,714 New
WP
803
WealthPLAN Partners
Nebraska
$460K -$7.23K -292 -2%
MIM
804
Marco Investment Management
Georgia
$460K
TFA
805
Teamwork Financial Advisors
Texas
$460K +$171K +6,914 +64%
FNC
806
First National Corp
Massachusetts
$458K +$70K +2,824 +19%
PSUF
807
People's United Financial
Connecticut
$457K
EHC
808
Everett Harris & Co
California
$457K +$435K +17,540 New
HWA
809
Hillcrest Wealth Advisors
New Jersey
$456K -$114K -4,600 -21%
Public Sector Pension Investment Board (PSP Investments)
810
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$456K +$433K +17,492 New
HIA
811
Harbor Investment Advisory
Maryland
$455K -$167K -6,748 -28%
TI
812
tru Independence
Oregon
$455K +$433K +17,486 New
RIA
813
Realta Investment Advisors
Delaware
$453K +$32.8K +1,324 +8%
PP
814
Patron Partners
Texas
$451K +$67.8K +2,736 +19%
FCC
815
Florin Court Capital
United Kingdom
$438K -$8.81M -355,800 -95%
RA
816
RFG Advisory
Alabama
$435K -$71.9K -2,904 -15%
JHCP
817
Jackson Hole Capital Partners
Oklahoma
$435K -$6.79K -274 -2%
GWSG
818
GPS Wealth Strategies Group
Colorado
$433K -$1.54K -62 -0.4%
HCMT
819
Highland Capital Management (Tennessee)
Tennessee
$433K +$2.73K +110 +0.7%
WCG
820
Weaver Consulting Group
California
$432K -$23.4K -946 -5%
ST
821
Spinnaker Trust
Maine
$432K +$4.11K +166 +1%
JWBC
822
J.W. Burns & Co
New York
$431K
DIP
823
DT Investment Partners
Pennsylvania
$431K +$143K +5,788 +54%
WIC
824
Woodmont Investment Counsel
Tennessee
$430K +$14.2K +572 +4%
ATFA
825
All Terrain Financial Advisors
Minnesota
$429K +$50 +2 +0%

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.