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
MA
926
MBA Advisors
Pennsylvania
$296K -$31.4K -1,268 -10%
CWC
927
Carolinas Wealth Consulting
North Carolina
$296K +$3.27K +132 +1%
TW
928
Towerpoint Wealth
California
$294K -$50.5K -2,038 -15%
WG
929
Welch Group
Alabama
$294K +$54.1K +2,182 +24%
RWA
930
Roberts Wealth Advisors
California
$294K +$280K +11,306 New
BFS
931
Bard Financial Services
Connecticut
$293K
BPA
932
Beacon Pointe Advisors
California
$285K -$146K -5,904 -35%
BA
933
Bristlecone Advisors
Washington
$284K -$85.3K -3,442 -24%
AG
934
Appleton Group
Wisconsin
$284K +$17.4K +702 +7%
AF
935
Arrow Financial
New York
$284K +$62.2K +2,510 +30%
MW
936
Marcum Wealth
Ohio
$283K -$85.7K -3,460 -24%
IFA
937
Interactive Financial Advisors
Illinois
$283K -$77.3K -3,122 -22%
SIC
938
Shoker Investment Counsel
Ohio
$282K -$170K -6,842 -39%
JFGLC
939
Johnson Financial Group LLC (Colorado)
Colorado
$282K
PAM
940
Private Asset Management
California
$277K +$78.1K +3,152 +42%
SCM
941
Sterneck Capital Management
Missouri
$276K +$545 +22 +0.2%
TWM
942
Tradition Wealth Management
Minnesota
$275K -$20.3K -820 -7%
LA
943
LexAurum Advisors
Kansas
$273K +$16.2K +654 +7%
CWM
944
Cranbrook Wealth Management
Michigan
$270K +$297 +12 +0.1%
SHGA
945
Sand Hill Global Advisors
California
$269K +$256K +10,316 New
C
946
Certuity
Florida
$269K +$256K +10,322 New
Tudor Investment Corp
947
Tudor Investment Corp
Connecticut
$268K +$22.2K +898 +10%
QWM
948
Quaker Wealth Management
New Jersey
$268K +$255K +10,276 New
CFB
949
Cullen/Frost Bankers
Texas
$267K -$13.6K -550 -5%
ACM
950
Azimuth Capital Management
Michigan
$265K -$22.3K -900 -8%

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.