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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
PCA
1226
Providence Capital Advisors
North Carolina
$5K
TF
1227
TimeScale Financial
Massachusetts
$5K
FA
1228
Faithward Advisors
Pennsylvania
$5K +$4.58K +176 +1,257%
FM
1229
Family Management
New York
$5K +$4.68K +180 New
FMP
1230
Financial Management Professionals
Texas
$5K +$5.2K +200 New
NWM
1231
Navigation Wealth Management
Colorado
$5K +$5.3K +204 New
AIP
1232
Ameritas Investment Partners
Nebraska
$4K -$1.3K -50 -25%
TFA
1233
Transamerica Financial Advisors
Florida
$4K -$1.25K -48 -26%
BAM
1234
Bellevue Asset Management
Washington
$4K
LS
1235
Leelyn Smith
Illinois
$4K
MFT
1236
Moisand Fitzgerald Tamayo
Florida
$3K +$3.02K +116 New
SFPG
1237
Stonebridge Financial Planning Group
Florida
$3K +$3.38K +130 New
BC
1238
Bartlett & Co
Ohio
$2K
GTAM
1239
Global Trust Asset Management
Florida
$2K
MIM
1240
Macroview Investment Management
Maryland
$2K
PP
1241
Pacifica Partners
Canada
$2K
VCM
1242
Versant Capital Management
Arizona
$2K
WOC
1243
West Oak Capital
California
$2K
BWL
1244
Bogart Wealth LLC
Virginia
$2K +$260 +10 +12%
TWP
1245
TFO Wealth Partners
Ohio
$2K +$1.56K +60 New
JWM
1246
Janiczek Wealth Management
Colorado
$2K +$2.18K +84 New
BCWM
1247
Bartlett & Co Wealth Management
Ohio
$1.89K
RFA
1248
Reilly Financial Advisors
California
$1K -$39.3K -1,512 -99%
HR
1249
Howe & Rusling
New York
$1K -$1.25K -48 -55%
CWA
1250
Carolina Wealth Advisors
South Carolina
$1K

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.