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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
NWM
976
Northwest Wealth Management
Iowa
$245K +$99 +4 +0%
HCM
977
Hengehold Capital Management
Ohio
$245K +$2.77K +112 +1%
ISB
978
Iowa State Bank
Iowa
$241K -$31.8K -1,282 -12%
ATC
979
Argent Trust Co
Tennessee
$238K +$25K +1,010 +12%
ECG
980
Edge Capital Group
Georgia
$238K +$226K +9,140 New
WA
981
Wealthstar Advisors
Texas
$237K +$39.1K +1,580 +21%
CA
982
CGN Advisors
Kansas
$237K +$226K +9,108 New
AAS
983
Annex Advisory Services
Wisconsin
$236K -$130K -5,258 -37%
SCG
984
Sonata Capital Group
Washington
$236K +$225K +9,064 New
JAWM
985
J. Arnold Wealth Management
Ohio
$235K -$450K -18,166 -67%
SAM
986
SignalPoint Asset Management
Missouri
$235K +$35.4K +1,428 +19%
MCWS
987
McKinley Carter Wealth Services
West Virginia
$232K +$149 +6 +0.1%
EWM
988
Executive Wealth Management
Michigan
$231K -$4.71K -190 -2%
BPM
989
Bowling Portfolio Management
Ohio
$229K
FWIA
990
Fort Washington Investment Advisors
Ohio
$229K +$4.96K +200 +2%
MWM
991
Modera Wealth Management
New Jersey
$228K -$23.3K -942 -10%
CFA
992
Carroll Financial Associates
North Carolina
$227K -$57.4K -2,318 -21%
B
993
Bridgeworth
Alabama
$227K
CMO
994
Covenant Multifamily Offices
Texas
$227K +$205K +8,258 New
GIA
995
Guyasuta Investment Advisors
Pennsylvania
$226K +$215K +8,660 New
PT
996
Plimoth Trust
Massachusetts
$225K -$16.3K -658 -7%
PMFA
997
Plante Moran Financial Advisors
Michigan
$225K +$152K +6,126 +242%
MG
998
Mather Group
Illinois
$224K -$11.8K -476 -5%
Credit Agricole
999
Credit Agricole
France
$223K -$4.66M -188,214 -96%
JFGIW
1000
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K

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.