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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
CPFP
1351
Clear Perspectives Financial Planning
Ohio
-$38K -1,400 Closed
EBSAM
1352
Eubel Brady & Suttman Asset Management
Ohio
-$31K -1,260 Closed
AWG
1353
Altus Wealth Group
Colorado
-$32K -1,200 Closed
BBL
1354
Beck Bode LLC
Massachusetts
-$32K -1,184 Closed
HHGC
1355
Hunting Hill Global Capital
New York
-$27K -1,000 Closed
IP
1356
Isthmus Partners
Wisconsin
-$21K -762 Closed
PSIWM
1357
Paradigm Strategies in Wealth Management
Minnesota
-$17K -630 Closed
FFG
1358
Ford Financial Group
California
-$16K -626 Closed
WLPWM
1359
Walled Lake Planning & Wealth Management
Illinois
-$16K -612 Closed
PWP
1360
Personal Wealth Partners
Minnesota
-$16K -580 Closed
CH
1361
Canton Hathaway
Rhode Island
-$15K -546 Closed
CL
1362
CSS LLC
Illinois
-$11.2K -454 Closed
PGWM
1363
Parisi Gray Wealth Management
New Jersey
-$11K -422 Closed
EI
1364
Ellevest Inc
New York
-$10K -368 Closed
CAM
1365
ClariVest Asset Management
California
-$9K -332 Closed
FM
1366
Family Management
New York
-$5K -180 Closed
MFT
1367
Moisand Fitzgerald Tamayo
Florida
-$3K -116 Closed
TWP
1368
TFO Wealth Partners
Ohio
-$2K -60 Closed
PA
1369
Perennial Advisors
New York
-$1K -50 Closed
CA
1370
Centerpoint Advisors
Massachusetts
+$446 +18 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.