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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
CFSG
1276
Clark Financial Services Group
Missouri
-$1.66M -61,790 Closed
PFA
1277
Peak Financial Advisors
Colorado
-$1.6M -59,568 Closed
SAM
1278
Stringer Asset Management
Tennessee
-$1.59M -59,230 Closed
MPPLM
1279
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$1.57M -58,240 Closed
CCA
1280
Cadent Capital Advisors
Oklahoma
-$1.22M -45,278 Closed
HR
1281
Hayden Royal
North Carolina
-$1.15M -42,568 Closed
BFA
1282
Beaumont Financial Advisors
Massachusetts
-$1.14M -42,290 Closed
SSA
1283
Schonfeld Strategic Advisors
New York
-$1.11M -41,290 Closed
T
1284
TRUADVICE
Florida
-$901K -36,564 Closed
AI
1285
AXS Investments
New York
-$983K -36,490 Closed
CSS
1286
Cubist Systematic Strategies
Connecticut
-$944K -35,044 Closed
SAM
1287
Sequent Asset Management
Texas
-$940K -34,886 Closed
SDAM
1288
Shulman DeMeo Asset Management
New York
-$921K -34,180 Closed
WAM
1289
Weiss Asset Management
Massachusetts
-$845K -34,124 Closed
HFA
1290
High Falls Advisors
New York
-$889K -33,012 Closed
KWILP
1291
Kiwi Wealth Investments Limited Partnership
New Zealand
-$868K -32,220 Closed
LFAS
1292
Level Four Advisory Services
Texas
-$860K -31,920 Closed
GLA
1293
Good Life Advisors
Pennsylvania
-$844K -31,336 Closed
OPWM
1294
Oxinas Partners Wealth Management
Indiana
-$778K -28,892 Closed
KP
1295
Keel Point
Alabama
-$754K -28,000 Closed
CM
1296
Caption Management
Oklahoma
-$717K -26,600 Closed
RM
1297
Resource Management
Louisiana
-$713K -26,454 Closed
BPGAM
1298
BTG Pactual Global Asset Management
Bermuda
-$700K -26,000 Closed
DAM
1299
Deltec Asset Management
New York
-$700K -26,000 Closed
WAM
1300
Wolverine Asset Management
Illinois
-$615K -24,832 Closed

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.