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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
ATC
1126
Adirondack Trust Company
New York
$28K -$23.5K -950 -50%
BG
1127
Bollard Group
Massachusetts
$28K +$149 +6 +0.6%
HI
1128
Hoey Investments
Pennsylvania
$26K
ZB
1129
Zions Bancorporation
Utah
$26K
VCM
1130
Vigilant Capital Management
Maine
$26K +$16.7K +674 +220%
FA
1131
Flagstar Advisors
New York
$26K +$24.9K +1,006 New
MIM
1132
MTM Investment Management
South Carolina
$25K +$297 +12 +1%
FA
1133
Fortis Advisors
Pennsylvania
$24K +$297 +12 +1%
OC
1134
Oakworth Capital
Alabama
$22K -$18K -726 -46%
GWMIA
1135
Global Wealth Management Investment Advisory
Florida
$20K -$1.73K -70 -8%
RBC
1136
Roble Belko & Company
Pennsylvania
$20K +$99 +4 +0.5%
TCWA
1137
Ten Capital Wealth Advisors
Washington
$19K -$3.44M -138,720 -99%
TAM
1138
Townsend Asset Management
North Carolina
$19K -$32.4K -1,306 -64%
AFIA
1139
America First Investment Advisors
Nebraska
$19K
MA
1140
MCF Advisors
Kentucky
$19K +$198 +8 +1%
BMD
1141
Better Money Decisions
New Mexico
$19K +$3.02K +122 +20%
SL
1142
Savior LLC
Massachusetts
$18K -$20.9K -842 -54%
RCA
1143
Ranch Capital Advisors
Florida
$18K +$16.9K +684 New
MHR
1144
Matthew Hamilton Rosenberg
$17K +$149 +6 +0.9%
JGIA
1145
Jackson Grant Investment Advisers
Connecticut
$17K +$198 +8 +1%
ADL
1146
Asset Dedication LLC
California
$16K
APWA
1147
Atlas Private Wealth Advisors
New Jersey
$16K
BC
1148
Barnett & Company
Tennessee
$16K
HPC
1149
HM Payson & Co
Maine
$16K +$50 +2 +0.3%
NC
1150
NewSquare Capital
Pennsylvania
$16K +$14.9K +600 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.