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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
SIC
976
Schwartz Investment Counsel
Michigan
$269K
KFP
977
KMG Fiduciary Partners
Ohio
$269K +$260K +10,000 New
SC
978
Shay Capital
New York
$269K +$260K +10,000 New
BAM
979
Beaumont Asset Management
Texas
$268K +$259K +9,978 New
RCAG
980
Rehmann Capital Advisory Group
Michigan
$266K +$8.01K +308 +3%
EWF
981
Epstein & White Financial
California
$265K +$52 +2 +0%
LA
982
LexAurum Advisors
Kansas
$265K +$33.4K +1,284 +15%
IAMOG
983
Investors Asset Management of Georgia
Georgia
$264K +$255K +9,818 New
BWA
984
BlueSky Wealth Advisors
North Carolina
$264K +$260K +10,000 New
SCM
985
Sterneck Capital Management
Missouri
$263K -$72.5K -2,788 -21%
MWM
986
Modera Wealth Management
New Jersey
$261K +$252K +9,700 New
CRCM
987
Corbett Road Capital Management
Virginia
$261K +$252K +9,704 New
BFG
988
Bouchey Financial Group
New York
$260K
CFAM
989
Center For Asset Management
Florida
$259K -$197K -7,564 -44%
TFS
990
Thoroughbred Financial Services
Tennessee
$258K +$12.6K +484 +5%
PGAM
991
Princeton Global Asset Management
New Jersey
$256K
GWS
992
Glassman Wealth Services
Virginia
$256K +$364 +14 +0.1%
CPO
993
Cerity Partners OCIO
New York
$255K +$246K +9,468 New
NWM
994
Northwest Wealth Management
Iowa
$254K +$104 +4 +0%
SF
995
Symphony Financial
Texas
$254K +$27.8K +1,068 +13%
Tudor Investment Corp
996
Tudor Investment Corp
Connecticut
$253K -$36.6M -1,409,358 -99%
Daiwa Securities Group
997
Daiwa Securities Group
Japan
$253K -$10.4K -400 -4%
SFP
998
Shepherd Financial Partners
Massachusetts
$253K +$988 +38 +0.4%
HSA
999
HBK Sorce Advisory
Pennsylvania
$251K -$36.7K -1,412 -13%
HCM
1000
Hengehold Capital Management
Ohio
$250K +$1.56K +60 +0.6%

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.