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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
BAM
951
Beaumont Asset Management
Texas
$265K +$5.1K +206 +2%
GWS
952
Glassman Wealth Services
Virginia
$265K +$17K +688 +7%
AO
953
Advisor OS
Illinois
$264K +$66.5K +2,686 +36%
AGA
954
Arkos Global Advisors
Texas
$264K +$251K +10,146 New
RCM
955
RNC Capital Management
California
$263K +$250K +10,100 New
WCM
956
WealthBridge Capital Management
Ohio
$262K -$182K -7,336 -42%
PIA
957
Pinion Investment Advisors
Kansas
$262K +$991 +40 +0.4%
BWA
958
BlueSky Wealth Advisors
North Carolina
$260K
KFP
959
KMG Fiduciary Partners
Ohio
$260K
SIC
960
Schwartz Investment Counsel
Michigan
$260K
ICP
961
Interchange Capital Partners
Pennsylvania
$259K +$28K +1,132 +13%
OBWG
962
Onyx Bridge Wealth Group
New York
$259K +$223K +9,020 New
ML
963
McAdam LLC
Pennsylvania
$256K +$36.8K +1,484 +18%
1WA
964
180 Wealth Advisors
Washington
$254K +$12.6K +510 +6%
MMG
965
Monetary Management Group
Missouri
$252K -$168K -6,800 -41%
KJHP
966
K.J. Harrison & Partners
Ontario, Canada
$251K -$396K -16,000 -63%
BFG
967
Bouchey Financial Group
New York
$251K
HSA
968
HBK Sorce Advisory
Pennsylvania
$250K +$6.84K +276 +3%
TC
969
Tatro Capital
Kentucky
$250K +$20.2K +816 +9%
AWA
970
Arete Wealth Advisors
Illinois
$250K +$235K +9,498 New
LL
971
LPWM LLC
Minnesota
$249K +$10.7K +430 +5%
PGAM
972
Princeton Global Asset Management
New Jersey
$247K
CWA
973
Centennial Wealth Advisory
Michigan
$247K +$32.6K +1,316 +16%
SFP
974
Shepherd Financial Partners
Massachusetts
$246K +$1.19K +48 +0.5%
PFSC
975
Peoples Financial Services Corp
Pennsylvania
$245K -$38.3K -1,546 -14%

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.