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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
Bank Julius Baer & Co
1101
Bank Julius Baer & Co
Switzerland
$51K -$152K -6,146 -76%
LPWM
1102
Lake Point Wealth Management
Texas
$50K
CA
1103
Continuum Advisory
Idaho
$50K +$1.16M +47,018 New
CFA
1104
Cahill Financial Advisors
Minnesota
$49K +$46.7K +1,884 New
KIG
1105
Kowal Investment Group
Wisconsin
$49K +$46.9K +1,892 New
WTC
1106
WhitTier Trust Company
Nevada
$47K -$2.23K -90 -5%
CC
1107
Centiva Capital
New York
$47K +$44.6K +1,802 New
LFG
1108
Larson Financial Group
Missouri
$44K
TCM
1109
TD Capital Management
Tennessee
$44K
BC
1110
Belmont Capital
California
$44K +$9.91K +400 +31%
MG
1111
MilWealth Group
Wisconsin
$43.5K +$41.4K +1,670 New
OFG
1112
Oxford Financial Group
Indiana
$42K +$39.9K +1,612 New
HWA
1113
HHM Wealth Advisors
Tennessee
$41K
BEI
1114
Benjamin Edwards Inc
Missouri
$40K -$321K -12,952 -89%
PWA
1115
Phoenix Wealth Advisors
North Carolina
$37K
LWA
1116
Lenox Wealth Advisors
New York
$36K +$8.27K +334 +31%
BFO
1117
Biltmore Family Office
North Carolina
$34K +$32.1K +1,296 New
GKWIM
1118
Gerber Kawasaki Wealth & Investment Management
California
$33K +$31.4K +1,268 New
CCMW
1119
Cypress Capital Management (Wyoming)
Wyoming
$31K -$99 -4 -0.3%
HCM
1120
Highlander Capital Management
New Jersey
$31K
WWMSC
1121
Wagner Wealth Management (South Carolina)
South Carolina
$31K +$9.91K +400 +60%
FNBOSM
1122
First National Bank of South Miami
Florida
$30K
Kayne Anderson Rudnick Investment Management
1123
Kayne Anderson Rudnick Investment Management
California
$30K
PFA
1124
Professional Financial Advisors
Nebraska
$29K +$149 +6 +0.5%
ODG
1125
O'Dell Group
Ohio
$29K +$27.3K +1,100 New

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.