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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
WA
1
WestEnd Advisors
North Carolina
$61.8B -$53.5M -2,057,096 Closed
Bank of America
2
Bank of America
North Carolina
$2.47B +$167M +6,417,562 +8%
Morgan Stanley
3
Morgan Stanley
New York
$790M +$5.21M +200,210 +0.7%
SF
4
Synovus Financial
Georgia
$447M +$428M +16,446,714 +10,598%
UBS Group
5
UBS Group
Switzerland
$430M -$268M -10,308,946 -39%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$424M +$301M +11,590,944 +279%
Wells Fargo
7
Wells Fargo
California
$398M +$11.4M +439,302 +3%
Citigroup
8
Citigroup
New York
$378M +$165M +6,339,322 +82%
Goldman Sachs
9
Goldman Sachs
New York
$351M -$322M -12,392,646 -49%
Barclays
10
Barclays
United Kingdom
$317M +$109M +4,209,978 +56%
JP Morgan Chase
11
JP Morgan Chase
New York
$295M +$74.1M +2,848,526 +35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$293M +$64.2M +2,467,676 +29%
Ameriprise
13
Ameriprise
Minnesota
$288M +$7.43M +285,758 +3%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$260M -$63.5M -2,440,200 -20%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$255M -$3.88M -149,220 -2%
Bessemer Group
16
Bessemer Group
New Jersey
$233M +$51.8M +1,993,804 +30%
Parallax Volatility Advisers
17
Parallax Volatility Advisers
California
$225M +$62.1M +2,386,550 +40%
LPL Financial
18
LPL Financial
California
$223M +$24.5M +943,664 +13%
HC
19
Hamilton Capital
Ohio
$180M +$1.87M +71,906 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$164M +$16.8M +644,902 +12%
CM
21
Churchill Management
California
$146M +$4.19M +161,016 +3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$145M +$3.05M +117,460 +2%
CI
23
Clal Insurance
Israel
$145M -$1.72M -66,000 -1%
Truist Financial
24
Truist Financial
North Carolina
$140M +$11.4M +440,076 +9%
RJA
25
Raymond James & Associates
Florida
$139M +$11.7M +449,846 +10%

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.