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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
PT
1001
Plimoth Trust
Massachusetts
$250K +$242K +9,288 New
WG
1002
Welch Group
Alabama
$245K -$56.9K -2,190 -19%
MG
1003
Mather Group
Illinois
$245K +$19.1K +734 +9%
FAT
1004
First American Trust
California
$244K -$141K -5,410 -37%
EWM
1005
Executive Wealth Management
Michigan
$244K +$236K +9,070 New
FNBT
1006
FineMark National Bank & Trust
Florida
$243K -$6.29K -242 -3%
MCWS
1007
McKinley Carter Wealth Services
West Virginia
$241K -$26.8K -1,030 -10%
EWM
1008
Empirical Wealth Management
Washington
$239K +$231K +8,878 New
SAM
1009
Strategy Asset Managers
California
$238K +$230K +8,850 New
ICP
1010
Interchange Capital Partners
Pennsylvania
$237K -$550K -21,146 -71%
BPM
1011
Bowling Portfolio Management
Ohio
$237K +$229K +8,800 New
PTP
1012
Platform Technology Partners
New York
$236K +$228K +8,752 New
TC
1013
Tatro Capital
Kentucky
$236K +$228K +8,768 New
XS
1014
XR Securities
Illinois
$236K +$228K +8,770 New
B
1015
Bridgeworth
Alabama
$235K -$2.6K -100 -1%
FAM
1016
Flaharty Asset Management
Florida
$235K
LL
1017
LPWM LLC
Minnesota
$233K
FWIA
1018
Fort Washington Investment Advisors
Ohio
$231K +$5.2K +200 +2%
JFGIW
1019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K -$126K -4,844 -36%
AF
1020
Allworth Financial
California
$227K +$12.5K +480 +6%
RTS
1021
Round Table Services
New Jersey
$226K -$78.3K -3,010 -26%
AF
1022
Arrow Financial
New York
$226K -$66.9K -2,574 -23%
ERWM
1023
Elk River Wealth Management
Colorado
$226K -$15.6K -600 -7%
WCA
1024
Windsor Creek Advisors
Vermont
$226K +$218K +8,400 New
XF
1025
XML Financial
Maryland
$224K +$2.08K +80 +1%

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.