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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
KPCM
1076
Kings Point Capital Management
New York
$82K +$63.5K +2,562 +445%
MWC
1077
MBM Wealth Consultants
Missouri
$78K -$334K -13,492 -82%
SIM
1078
Sonora Investment Management
Arizona
$78K -$8.62K -348 -10%
LWCFA
1079
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K
CMBA
1080
C.M. Bidwell & Associates
Hawaii
$77K -$15.3K -618 -17%
COCM
1081
Charter Oak Capital Management
New Hampshire
$75K -$3.96K -160 -5%
WAS
1082
Winch Advisory Services
Wisconsin
$74K +$198 +8 +0.3%
CFO
1083
CVA Family Office
Colorado
$72K
AW
1084
Alaethes Wealth
Nevada
$72K +$7.53K +304 +12%
AW
1085
Avion Wealth
Texas
$69K
RCG
1086
Rock Creek Group
District of Columbia
$67K +$9.61K +388 +18%
LWM
1087
Liberty Wealth Management
California
$67K +$53.1K +2,142 +520%
AWM
1088
Activest Wealth Management
Florida
$64K
PCFFS
1089
Pacific Center for Financial Services
California
$64K +$10K +404 +20%
AWM
1090
Avior Wealth Management
Nebraska
$62K -$6.44K -260 -10%
DSC
1091
Duncker Streett & Co
Missouri
$62K -$4.86K -196 -8%
AIC
1092
Archer Investment Corporation
Indiana
$61.5K -$446 -18 -0.8%
QCG
1093
Quadrant Capital Group
Ohio
$58K
JPLA
1094
Joseph P. Lucia & Associates
New York
$57K -$3.47K -140 -6%
FCB
1095
First Command Bank
Texas
$57K
FCFS
1096
First Command Financial Services
Texas
$57K
CHC
1097
City Holding Co
West Virginia
$57K +$11.1K +450 +26%
WPA
1098
West Paces Advisors
Georgia
$52.1K
FGAM
1099
Financial Gravity Asset Management
Texas
$52K -$38.4K -1,548 -50%
HWM
1100
HighMark Wealth Management
Minnesota
$52K +$248 +10 +0.5%

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.