We are live on ! Find out more
XLE icon

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
TAM
76
Tocqueville Asset Management
New York
$23.3M
MIM
77
Morningstar Investment Management
Illinois
$23M -$12.6M -484,654 -36%
BCP
78
Blue Chip Partners
Michigan
$23M +$257K +9,894 +1%
5L
79
55I LLC
Massachusetts
$22.3M +$7.73M +297,252 +56%
BFP
80
Briaud Financial Planning
Texas
$22.3M -$393K -15,106 -2%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$22.2M -$70.9M -2,727,224 -77%
CS
82
Credit Suisse
Switzerland
$21.8M -$35M -1,345,208 -62%
MFM
83
MD Financial Management
Ontario, Canada
$21.5M +$20.8M +799,796 New
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$21.1M -$2.09M -80,400 -9%
MERSOM
85
Municipal Employees' Retirement System of Michigan
Michigan
$20.8M
LCM
86
Laurion Capital Management
New York
$20.6M -$10.8M -413,600 -35%
MML Investors Services
87
MML Investors Services
Massachusetts
$19.2M +$1.52M +58,628 +9%
AA
88
ALPS Advisors
Colorado
$19.2M +$422K +16,216 +2%
MWM
89
Meridian Wealth Management
Kentucky
$19M -$425K -16,362 -2%
CAC
90
Cowen and Company
New York
$18.9M +$18.2M +700,000 New
Lido Advisors
91
Lido Advisors
California
$18.8M +$15.8M +606,652 +672%
AssetMark Inc
92
AssetMark Inc
California
$18.5M -$3.33M -128,124 -16%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$18.3M +$2.08M +79,822 +13%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$18.1M +$6.05M +232,472 +53%
CWM
95
Cadence Wealth Management
Massachusetts
$18M +$3.66M +140,770 +27%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$17.7M +$5.99M +230,322 +54%
PI
97
PEAK6 Investments
Illinois
$17.4M +$16.8M +644,816 New
Twin Tree Management
98
Twin Tree Management
Texas
$17.3M +$14.9M +572,398 +805%
AWM
99
AE Wealth Management
Kansas
$17.1M +$4.55M +175,018 +38%
VSI
100
Verde Servicos Internacionais
Brazil
$17.1M -$5.05M -194,128 -23%

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.