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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
CC
1101
Corsicana & Co
Texas
$88K +$85.3K +3,280 New
AP
1102
Advisors Preferred
Maryland
$86K +$25.7K +990 +46%
JSAM
1103
J. Safra Asset Management
New York
$85K -$24.6K -946 -18%
ASBI
1104
American State Bank (Iowa)
Iowa
$84.2K
COCM
1105
Charter Oak Capital Management
New Hampshire
$81K +$4.26K +164 +6%
LWCFA
1106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81K +$78K +3,000 New
SIC
1107
Salem Investment Counselors
North Carolina
$80K
HWMA
1108
Heritage Wealth Management (Arizona)
Arizona
$80K +$76.9K +2,958 New
WAS
1109
Winch Advisory Services
Wisconsin
$76K -$3.12M -119,822 -98%
PP
1110
Paloma Partners
Connecticut
$76K -$187K -7,178 -72%
Asset Management One
1111
Asset Management One
Japan
$75K +$72.8K +2,800 New
HFS
1112
Horizon Financial Services
North Carolina
$74K +$71.8K +2,760 New
KFS
1113
Kelly Financial Services
Massachusetts
$73K +$203K +7,822 New
AW
1114
Avion Wealth
Texas
$71K +$1.66K +64 +2%
AWM
1115
Avior Wealth Management
Nebraska
$71K +$32.7K +1,258 +91%
DSC
1116
Duncker Streett & Co
Missouri
$70K +$104 +4 +0.2%
CWM
1117
Cedar Wealth Management
California
$69K +$24.7K +950 +59%
PMFA
1118
Plante Moran Financial Advisors
Michigan
$68K
AWM
1119
Activest Wealth Management
Florida
$66K +$21.1K +810 +49%
AW
1120
Alaethes Wealth
Nevada
$66K +$63.5K +2,442 New
AIC
1121
Archer Investment Corporation
Indiana
$64.1K +$468 +18 +0.8%
JPLA
1122
Joseph P. Lucia & Associates
New York
$63K +$11.4K +440 +23%
AFG
1123
Albion Financial Group
Utah
$61K +$58.6K +2,254 New
QCG
1124
Quadrant Capital Group
Ohio
$60K
BU
1125
BBVA USA
Alabama
$60K +$58K +2,230 New

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.