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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
PAM
1051
Private Asset Management
California
$201K -$351K -13,510 -64%
AO
1052
Advisor OS
Illinois
$201K +$194K +7,448 New
BCA
1053
Biltmore Capital Advisors
New Jersey
$201K +$194K +7,470 New
WA
1054
Wealthstar Advisors
Texas
$201K +$196K +7,550 New
TA
1055
Tectonic Advisors
Texas
$198K -$10.6K -406 -5%
HCM
1056
Horrell Capital Management
Arkansas
$197K +$54.2K +2,086 +40%
CC
1057
Cassaday & Co
Virginia
$196K +$1.56K +60 +0.8%
ST
1058
Smithfield Trust
Pennsylvania
$196K +$178K +6,840 +1,583%
KFI
1059
Key Financial Inc
Pennsylvania
$194K +$146K +5,600 +250%
MCM
1060
MV Capital Management
Maryland
$189K +$9.36K +360 +5%
SFSIG
1061
San Francisco Sentry Investment Group
California
$185K -$1.13M -43,352 -86%
AA
1062
AlphaCentric Advisors
Puerto Rico
$182K +$988 +38 +0.6%
EDRH
1063
Edmond de Rothschild Holding
Switzerland
$182K +$90.8K +3,492 +107%
CFN
1064
Cordasco Financial Network
Florida
$179K +$114K +4,400 +197%
PI
1065
PineBridge Investments
New York
$168K -$20.3K -780 -11%
OIA
1066
Optimum Investment Advisors
Illinois
$168K -$9.21K -354 -5%
ACA
1067
Aptus Capital Advisors
Alabama
$168K +$58.8K +2,262 +57%
GEA
1068
Glen Eagle Advisors
New Jersey
$164K +$5.46K +210 +4%
HH
1069
HWG Holdings
Texas
$159K +$153K +5,868 +19,560%
RIM
1070
Rockbridge Investment Management
New York
$155K +$96.6K +3,716 +182%
BDWM
1071
Brewin Dolphin Wealth Management
Ireland
$154K +$13K +500 +10%
RG
1072
Retirement Group
California
$153K -$2.61M -100,218 -95%
HI
1073
Hudock Inc
Pennsylvania
$145K +$19.6K +754 +16%
FP
1074
Financial Perspectives
Minnesota
$140K -$6.44M -247,634 -98%
UFF
1075
USA Financial Formulas
Michigan
$139K -$11.2K -430 -8%

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.