We are live on ! Find out more
XLE icon

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
FFG
851
Fortem Financial Group
California
$389K -$785K -31,700 -68%
PWMAG
852
Pinnacle Wealth Management Advisory Group
New Jersey
$388K -$319K -12,878 -46%
CT
853
Chicago Trust
Illinois
$387K +$42.1K +1,700 +13%
HVP
854
Hudson Value Partners
Florida
$386K
BOS
855
Bank of Stockton
California
$386K +$175K +7,076 +91%
OPCM
856
Osborne Partners Capital Management
California
$385K
CFP
857
Curran Financial Partners
South Carolina
$379K -$56.5K -2,280 -14%
LA
858
Latitude Advisors
Florida
$379K +$102K +4,136 +40%
PPP
859
Private Portfolio Partners
New Jersey
$378K +$60.4K +2,438 +20%
TFS
860
Thoroughbred Financial Services
Tennessee
$378K +$123K +4,954 +52%
CWM
861
Cornerstone Wealth Management
Missouri
$374K -$439K -17,730 -55%
MIC
862
Meridian Investment Counsel
California
$368K +$64.4K +2,600 +23%
T2I
863
Turim 21 Investimentos
Brazil
$367K +$329K +13,278 +1,660%
CTB
864
Country Trust Bank
Illinois
$366K +$1.44K +58 +0.4%
BMCM
865
Black Maple Capital Management
Wisconsin
$365K -$4.21M -170,000 -92%
Belvedere Trading
866
Belvedere Trading
Illinois
$364K +$315K +12,698 New
LCP
867
Legacy Capital Partners
Wisconsin
$360K +$2.82K +114 +0.8%
CIM
868
Contravisory Investment Management
Massachusetts
$360K +$80.9K +3,264 +31%
AWM
869
Atticus Wealth Management
Florida
$359K +$260K +10,508 +323%
IC
870
Intersect Capital
California
$357K +$41K +1,654 +14%
DI
871
Diligent Investors
California
$355K
SAM
872
Strategic Asset Management
Minnesota
$353K +$318K +12,854 New
SFM
873
Signet Financial Management
New Jersey
$350K +$10.5K +422 +3%
JIC
874
Joel Isaacson & Co
New York
$350K +$69K +2,786 +26%
RC
875
Rovin Capital
Arizona
$350K +$333K +13,448 New

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.