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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
PWA
1151
Phoenix Wealth Advisors
North Carolina
$38K
CPFP
1152
Clear Perspectives Financial Planning
Ohio
$38K +$36.4K +1,400 New
BC
1153
Belmont Capital
California
$35K +$31.6K +1,216 +1,520%
CCMW
1154
Cypress Capital Management (Wyoming)
Wyoming
$33K -$208 -8 -0.7%
AWG
1155
Altus Wealth Group
Colorado
$32K
HCM
1156
Highlander Capital Management
New Jersey
$32K
BBL
1157
Beck Bode LLC
Massachusetts
$32K +$30.8K +1,184 New
FNBOSM
1158
First National Bank of South Miami
Florida
$31K
Kayne Anderson Rudnick Investment Management
1159
Kayne Anderson Rudnick Investment Management
California
$31K
EBSAM
1160
Eubel Brady & Suttman Asset Management
Ohio
$31K +$32.8K +1,260 New
PFA
1161
Professional Financial Advisors
Nebraska
$30K +$23.4K +900 +441%
BG
1162
Bollard Group
Massachusetts
$29K +$260 +10 +1%
LWA
1163
Lenox Wealth Advisors
New York
$29K +$1.72K +66 +7%
HS
1164
Horan Securities
United States
$28K +$260 +10 +1%
HHGC
1165
Hunting Hill Global Capital
New York
$27K
HI
1166
Hoey Investments
Pennsylvania
$27K +$23.8K +914 +1,063%
ZB
1167
Zions Bancorporation
Utah
$27K +$26K +1,000 New
MIM
1168
MTM Investment Management
South Carolina
$25K +$208 +8 +0.9%
FA
1169
Fortis Advisors
Pennsylvania
$25K +$23K +884 +2,763%
SCA
1170
Stonebridge Capital Advisors
Minnesota
$23K +$11.2K +432 +100%
GWMIA
1171
Global Wealth Management Investment Advisory
Florida
$22K
T2I
1172
Turim 21 Investimentos
Brazil
$22K +$20.8K +800 New
CT
1173
Caldwell Trust
Florida
$21.3K -$141K -5,440 -87%
RBC
1174
Roble Belko & Company
Pennsylvania
$21K +$52 +2 +0.3%
IP
1175
Isthmus Partners
Wisconsin
$21K +$19.8K +762 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.