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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
FMII
1076
Farmers & Merchants Investments Inc
Nebraska
$135K +$25.2K +970 +24%
MM
1077
Main Management
California
$135K +$130K +5,000 New
PVH
1078
Psagot Value Holdings
Israel
$130K -$30.9K -1,190 -20%
BHWM
1079
Bay Harbor Wealth Management
Maryland
$129K -$299K -11,504 -71%
CFO
1080
CVA Family Office
Colorado
$129K
S
1081
SignatureFD
Georgia
$123K -$156 -6 -0.1%
CLOS
1082
Compagnie Lombard Odier SCmA
Switzerland
$119K
SWM
1083
Sugarloaf Wealth Management
Georgia
$115K +$82.7K +3,182 +292%
BCA
1084
Berman Capital Advisors
Georgia
$113K
DOA
1085
D'Orazio & Associates
Virginia
$113K
TH
1086
TCTC Holdings
Texas
$108K -$1.56K -60 -1%
AIM
1087
Axiom Investment Management
New York
$108K
BWM
1088
Baystate Wealth Management
Massachusetts
$108K +$988 +38 +1%
TFO
1089
Tarbox Family Office
California
$108K +$104K +4,000 New
WT
1090
Washington Trust
Rhode Island
$107K +$10.4K +400 +11%
WB
1091
Webster Bank
Connecticut
$105K +$2.86K +110 +3%
TCM
1092
Tradewinds Capital Management
Washington
$103K -$5.36M -206,056 -98%
GI
1093
Gradient Investments
Minnesota
$102K -$34.3K -1,318 -26%
CMBA
1094
C.M. Bidwell & Associates
Hawaii
$96K -$1.46K -56 -2%
TWA
1095
TCI Wealth Advisors
Arizona
$96K +$6.76K +260 +8%
GLLW
1096
Graves Light Lenhart Wealth
Virginia
$93K +$156 +6 +0.2%
OSAM
1097
O'Shaughnessy Asset Management
Connecticut
$91K +$87.5K +3,364 New
HFA
1098
Hoover Financial Advisors
Pennsylvania
$90K +$52.2K +2,006 +149%
SIM
1099
Sonora Investment Management
Arizona
$90K +$82.1K +3,158 +1,579%
AWM
1100
Atticus Wealth Management
Florida
$88K +$50.3K +1,936 +147%

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.