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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
JF
1301
Jump Financial
Illinois
-$926K -37,768 Closed
PWAG
1302
Polaris Wealth Advisory Group
California
-$733K -30,406 Closed
GSEP
1303
Golden State Equity Partners
California
-$719K -29,302 Closed
PG
1304
Prostatis Group
Maryland
-$695K -28,322 Closed
PFMU
1305
Privium Fund Management (UK)
United Kingdom
-$662K -27,000 Closed
AIM
1306
Alhambra Investment Management
Florida
-$582K -23,736 Closed
CWM
1307
CIBC World Markets
New York
-$530K -21,600 Closed
RCM
1308
Regency Capital Management
Hawaii
-$503K -20,490 Closed
PP
1309
Peconic Partners
New York
-$491K -20,000 Closed
TI
1310
tru Independence
Oregon
-$468K -18,764 Closed
NR
1311
Newfound Research
Massachusetts
-$436K -17,764 Closed
FMWA
1312
Forvis Mazars Wealth Advisors
Missouri
-$401K -16,334 Closed
SCA
1313
Sage Capital Advisors
South Dakota
-$379K -15,436 Closed
Qube Research & Technologies (QRT)
1314
Qube Research & Technologies (QRT)
United Kingdom
-$369K -14,200 Closed
CCM
1315
Carlson Capital Management
Minnesota
-$348K -14,190 Closed
WJWM
1316
Williams Jones Wealth Management
New York
-$339K -13,818 Closed
OBWG
1317
Onyx Bridge Wealth Group
New York
-$332K -13,544 Closed
SCM
1318
Symons Capital Management
Pennsylvania
-$329K -13,406 Closed
EP
1319
Edgestream Partners
New Jersey
-$313K -12,748 Closed
CA
1320
Calton & Associates
Florida
-$249K -10,152 Closed
AWA
1321
Arete Wealth Advisors
Illinois
-$241K -9,754 Closed
NCM
1322
Novare Capital Management
North Carolina
-$228K -9,278 Closed
MWP
1323
Meridian Wealth Partners
Pennsylvania
-$104K -4,220 Closed
NIC
1324
Northwest Investment Counselors
Oregon
-$99K -4,052 Closed
AWC
1325
Abundance Wealth Counselors
Pennsylvania
-$99K -4,020 Closed

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.