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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
CAL
1201
Capital Analysts LLC
Pennsylvania
$4K +$3.47K +140 New
CFFP
1202
Center for Financial Planning
Michigan
$4K +$3.57K +144 New
LFASL
1203
Lugano Financial Advisors SA (LFA)
Switzerland
$4K +$3.57K +144 New
TCWM
1204
Total Clarity Wealth Management
Illinois
$4K +$3.77K +152 New
AAP
1205
Arax Advisory Partners
Colorado
$3K -$35.7K -1,442 -93%
AIP
1206
Ameritas Investment Partners
Nebraska
$3K -$495 -20 -13%
BWM
1207
BerganKDV Wealth Management
Minnesota
$3K +$3.07K +124 New
BC
1208
Bartlett & Co
Ohio
$2K
BWL
1209
Bogart Wealth LLC
Virginia
$2K
GTAM
1210
Global Trust Asset Management
Florida
$2K
JWM
1211
Janiczek Wealth Management
Colorado
$2K
PP
1212
Pacifica Partners
Canada
$2K
VCM
1213
Versant Capital Management
Arizona
$2K
WOC
1214
West Oak Capital
California
$2K
BCWM
1215
Bartlett & Co Wealth Management
Ohio
$1.82K
BU
1216
BBVA USA
Alabama
$1K -$53.9K -2,176 -98%
MIM
1217
Macroview Investment Management
Maryland
$1K -$842 -34 -38%
CWA
1218
Carolina Wealth Advisors
South Carolina
$1K
HR
1219
Howe & Rusling
New York
$1K
IWP
1220
IAG Wealth Partners
Wisconsin
$1K
IWMA
1221
Ironwood Wealth Management (Arizona)
Arizona
$1K
PFBT
1222
Parkside Financial Bank & Trust
Missouri
$1K
RFA
1223
Reilly Financial Advisors
California
$1K
VNA
1224
Valley National Advisers
Pennsylvania
$1K
DWA
1225
Dougherty Wealth Advisers
Minnesota
$1K +$991 +40 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.