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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
WIC
851
Woodmont Investment Counsel
Tennessee
$429K +$415K +15,940 New
FT
852
Fiduciary Trust
Massachusetts
$428K
LNWWM
853
Laird Norton Wetherby Wealth Management
California
$428K +$413K +15,886 New
FPCP
854
Fort Point Capital Partners
California
$427K -$31.2K -1,198 -7%
CHJWM
855
Carlton Hofferkamp & Jenks Wealth Management
Texas
$421K -$1.82K -70 -0.4%
MAG
856
Mayfair Advisory Group
Alabama
$420K +$405K +15,578 New
HA
857
HYA Advisors
Missouri
$419K +$148K +5,678 +57%
AR
858
Advisory Research
Illinois
$417K -$40.2K -1,546 -9%
SL
859
Stevard LLC
Illinois
$417K +$403K +15,498 New
BHIC
860
Bassett Hargrove Investment Counsel
Delaware
$417K +$591K +22,714 New
PA
861
PFG Advisors
Arizona
$414K +$120K +4,628 +43%
AIP
862
Almanack Investment Partners
Pennsylvania
$414K +$400K +15,372 New
Jane Street
863
Jane Street
New York
$413K -$31.6M -1,215,350 -99%
KFA
864
Kelleher Financial Advisors
New York
$412K -$374K -14,372 -48%
AGM
865
Alpine Global Management
New York
$412K +$397K +15,284 New
WP
866
WealthPLAN Partners
Nebraska
$410K +$215K +8,264 +102%
SFC
867
SYM Financial Corp
Indiana
$409K +$27.6K +1,062 +8%
JF
868
JSF Financial
California
$409K +$48.6K +1,870 +14%
WJA
869
Willis Johnson & Associates
Texas
$403K +$2.39K +92 +0.6%
PIA
870
Powell Investment Advisors
Florida
$403K +$66.2K +2,546 +21%
JAG
871
Journey Advisory Group
Kentucky
$400K -$32.7K -1,258 -8%
HVP
872
Hudson Value Partners
Florida
$399K +$386K +14,830 New
OPCM
873
Osborne Partners Capital Management
California
$398K -$366K -14,080 -49%
IC
874
Iconiq Capital
California
$397K
BAIA
875
Bel Air Investment Advisors
California
$397K +$383K +14,728 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.