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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
RBFC
826
Roman Butler Fullerton & Co
Missouri
$469K +$453K +17,428 New
Simplex Trading
827
Simplex Trading
Illinois
$461K -$3.97M -152,644 -90%
JHCP
828
Jackson Hole Capital Partners
Oklahoma
$457K +$120K +4,616 +37%
BPA
829
Beacon Pointe Advisors
California
$454K +$438K +16,850 New
BIM
830
Bridgecreek Investment Management
Oklahoma
$454K +$438K +16,850 New
MFG
831
Menard Financial Group
Texas
$452K +$436K +16,782 New
CFP
832
Curran Financial Partners
South Carolina
$450K -$143K -5,518 -25%
GWSG
833
GPS Wealth Strategies Group
Colorado
$450K +$25.8K +992 +6%
BFA
834
Beacon Financial Advisory
Ohio
$447K +$180K +6,932 +72%
JWBC
835
J.W. Burns & Co
New York
$446K -$23K -886 -5%
MMG
836
Monetary Management Group
Missouri
$444K -$10.4K -400 -2%
HCMT
837
Highland Capital Management (Tennessee)
Tennessee
$444K +$4.68K +180 +1%
MWC
838
MBM Wealth Consultants
Missouri
$444K +$10.1K +388 +2%
CPIG
839
Chicago Partners Investment Group
Illinois
$444K +$26K +1,000 +6%
ATFA
840
All Terrain Financial Advisors
Minnesota
$444K +$428K +16,472 New
ST
841
Spinnaker Trust
Maine
$442K
FH
842
FWG Holdings
Florida
$441K +$425K +16,356 New
KLCM
843
KG&L Capital Management
Louisiana
$438K +$5.25K +202 +1%
VWA
844
Visionary Wealth Advisors
Illinois
$436K -$290K -11,146 -41%
IFAM
845
Institutional & Family Asset Management
Colorado
$436K +$16.7K +642 +4%
GIA
846
Gladstone Institutional Advisory
Florida
$435K +$33.2K +1,278 +9%
RIA
847
Realta Investment Advisors
Delaware
$433K -$317K -12,194 -43%
GC
848
Grace Capital
Massachusetts
$432K +$165K +6,340 +302%
VM
849
VPR Management
Texas
$431K
KCM
850
Kanawha Capital Management
Virginia
$431K +$4.68K +180 +1%

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.