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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
ASFA
1301
All Season Financial Advisors
Colorado
-$611K -22,676 Closed
TF
1302
TIAA FSB
Florida
-$599K -22,256 Closed
IAA
1303
Independent Advisor Alliance
North Carolina
-$586K -21,740 Closed
SIA
1304
Strategic Investment Advisors
Michigan
-$575K -21,338 Closed
T. Rowe Price Associates
1305
T. Rowe Price Associates
Maryland
-$544K -20,200 Closed
OMC
1306
Old Mission Capital
Illinois
-$500K -18,576 Closed
SNT
1307
Security National Trust
West Virginia
-$496K -18,400 Closed
AIM
1308
Aspen Investment Management
Michigan
-$494K -18,342 Closed
TI
1309
Trexquant Investment
Connecticut
-$476K -17,684 Closed
SAM
1310
Seelaus Asset Management
New Jersey
-$474K -17,580 Closed
LNWWM
1311
Laird Norton Wetherby Wealth Management
California
-$428K -15,886 Closed
CAG
1312
Csenge Advisory Group
Florida
-$357K -13,018 Closed
NPT
1313
Nixon Peabody Trust
Massachusetts
-$350K -13,000 Closed
GP
1314
Geneva Partners
Wisconsin
-$342K -12,700 Closed
CT
1315
Cambridge Trust
Massachusetts
-$320K -11,896 Closed
WIA
1316
World Investment Advisors
California
-$312K -11,592 Closed
SAM
1317
Secure Asset Management
Michigan
-$305K -11,324 Closed
WDC
1318
Woodward Diversified Capital
California
-$301K -11,174 Closed
Cerity Partners
1319
Cerity Partners
New York
-$293K -10,892 Closed
PMG
1320
ProVise Management Group
Florida
-$276K -10,264 Closed
WWM
1321
WJ Wealth Management
Arizona
-$273K -10,130 Closed
MWA
1322
Meridian Wealth Advisors
Texas
-$272K -10,098 Closed
W
1323
WealthOne
New York
-$271K -10,078 Closed
CMI
1324
Clare Market Investments
Texas
-$270K -10,010 Closed
SC
1325
Shay Capital
New York
-$269K -10,000 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.