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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
PPP
926
Private Portfolio Partners
New Jersey
$325K +$31.9K +1,228 +11%
IC
927
Intersect Capital
California
$325K +$36.2K +1,392 +13%
ECG
928
EPIQ Capital Group
California
$325K +$313K +12,052 New
CT
929
Cambridge Trust
Massachusetts
$320K +$309K +11,896 New
AAM
930
Augustine Asset Management
Florida
$319K
CBFP
931
Cedar Brook Financial Partners
Ohio
$316K +$9.1K +350 +3%
ACA
932
Atlas Capital Advisors
Wyoming
$316K +$16.1K +620 +6%
Neuberger Berman Group
933
Neuberger Berman Group
New York
$312K -$147K -5,670 -33%
WIA
934
World Investment Advisors
California
$312K -$1.98K -76 -0.7%
MIC
935
Meridian Investment Counsel
California
$311K +$300K +11,540 New
CCM
936
Cox Capital Management
Massachusetts
$309K -$7.23K -278 -2%
IC
937
IEQ Capital
California
$308K -$119K -4,592 -29%
TWM
938
Tradition Wealth Management
Minnesota
$306K +$57.4K +2,208 +24%
SAM
939
Secure Asset Management
Michigan
$305K +$294K +11,324 New
FFS
940
Founders Financial Securities
Maryland
$304K +$293K +11,268 New
CWC
941
Carolinas Wealth Consulting
North Carolina
$303K -$17.1K -658 -6%
BFS
942
Bard Financial Services
Connecticut
$303K
WDC
943
Woodward Diversified Capital
California
$301K -$125K -4,792 -30%
BCA
944
Bay Colony Advisors
Massachusetts
$300K +$11.5K +442 +4%
SVWAG
945
Sound View Wealth Advisors Group
Georgia
$299K +$289K +11,100 New
ACM
946
Azimuth Capital Management
Michigan
$298K
RIA
947
RPG Investment Advisory
California
$298K +$6.29K +242 +2%
CFA
948
Carroll Financial Associates
North Carolina
$297K +$57.9K +2,228 +25%
CP
949
Cumberland Partners
Ontario, Canada
$296K +$286K +11,000 New
PFSC
950
Peoples Financial Services Corp
Pennsylvania
$295K +$1.3K +50 +0.5%

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.