We are live on ! Find out more
XLE icon

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
S
1051
SignatureFD
Georgia
$117K -$1.98K -80 -2%
HFA
1052
HC Financial Advisors
California
$115K +$109K +4,400 New
SWM
1053
Sugarloaf Wealth Management
Georgia
$112K +$347 +14 +0.3%
SIC
1054
Salem Investment Counselors
North Carolina
$112K +$32.5K +1,310 +44%
ASBI
1055
American State Bank (Iowa)
Iowa
$111K +$28.4K +1,146 +37%
ACM
1056
Antonetti Capital Management
Florida
$111K +$106K +4,260 New
DOA
1057
D'Orazio & Associates
Virginia
$109K
GI
1058
Gradient Investments
Minnesota
$109K +$9.56K +386 +10%
HWMA
1059
Heritage Wealth Management (Arizona)
Arizona
$105K +$26.4K +1,064 +36%
AIM
1060
Axiom Investment Management
New York
$104K
BWM
1061
Baystate Wealth Management
Massachusetts
$103K -$1.49K -60 -1%
WT
1062
Washington Trust
Rhode Island
$103K
WB
1063
Webster Bank
Connecticut
$102K
CCA
1064
Catalyst Capital Advisors
New York
$98K -$107K -4,300 -53%
TCM
1065
Tradewinds Capital Management
Washington
$98K -$1.14K -46 -1%
CA
1066
Clearstead Advisors
Ohio
$95K +$47.8K +1,930 +112%
CI Investments Inc
1067
CI Investments Inc
Ontario, Canada
$94K +$89.2K +3,600 New
SC
1068
Saltoro Capital
Texas
$94K +$89.2K +3,600 New
HFS
1069
Horizon Financial Services
North Carolina
$93K +$19.9K +802 +29%
TWA
1070
TCI Wealth Advisors
Arizona
$91K -$1.39K -56 -2%
GLLW
1071
Graves Light Lenhart Wealth
Virginia
$91K +$99 +4 +0.1%
PVH
1072
Psagot Value Holdings
Israel
$90K -$33.4K -1,348 -28%
OSAM
1073
O'Shaughnessy Asset Management
Connecticut
$88K
CBT
1074
Central Bank & Trust
Kentucky
$87K -$250K -10,096 -75%
TA
1075
Tectonic Advisors
Texas
$85K -$101K -4,060 -55%

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.