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State Street Energy Select Sector SPDR ETF

1,382 hedge funds and large institutions have $15.2B invested in State Street Energy Select Sector SPDR ETF in 2021 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 575 increasing their positions, 393 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 278 | Existing positions closed: 104

46% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 393

28% more funds holding in top 10

Funds holding in top 10: 4659 (+13)

13% more funds holding

Funds holding: 1,2281,382 (+154)

2.15% more ownership

Funds ownership: 114.2%116.35% (+2.1%)

24% less call options, than puts

Call options by funds: $4.35B | Put options by funds: $5.75B

71% less capital invested

Capital invested by funds: $52.3B → $15.2B (-$37.1B)

Holders
1,382
Holders Change
+154
Holders Change %
+12.54%
% of All Funds
21.27%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
0.91%
New
278
Increased
575
Reduced
393
Closed
104
Calls
$4.35B
Puts
$5.75B
Net Calls
-$1.4B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$6.16M +$2.28M +80,650 +57%
UBS AM
227
UBS AM
Illinois
$6.08M +$2.44M +86,196 +65%
APA
228
American Portfolios Advisors
New York
$6.07M +$487K +17,218 +9%
Capstone Investment Advisors
229
Capstone Investment Advisors
New York
$6.01M +$2.29M +80,952 +60%
SCM
230
SOL Capital Management
Maryland
$5.97M -$374K -13,244 -6%
HCM
231
HMS Capital Management
Tennessee
$5.94M -$183K -6,470 -3%
WWG
232
West Wealth Group
California
$5.92M +$6.02M +213,218 New
WP
233
WealthShield Partners
North Carolina
$5.91M +$6.02M +213,090 New
ED
234
Exane Derivatives
France
$5.87M -$110K -3,898 -2%
KWA
235
Kellett Wealth Advisors
Ohio
$5.84M +$5.95M +210,640 New
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$5.82M +$2.93M +103,674 +98%
EF
237
Empowered Funds
Pennsylvania
$5.68M +$5.79M +204,802 New
OC
238
Oppenheimer & Co
New York
$5.59M +$3.97M +140,606 +231%
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$5.57M +$5.67M +200,614 New
OCMI
240
Oaktop Capital Management II
New Jersey
$5.55M
AA
241
Advisory Alpha
Michigan
$5.5M +$1.91M +67,684 +52%
TNB
242
Thomasville National Bank
Georgia
$5.49M -$104K -3,680 -2%
Walleye Trading
243
Walleye Trading
New York
$5.45M -$8.14M -288,142 -59%
BHWM
244
Bar Harbor Wealth Management
New Hampshire
$5.39M +$116K +4,106 +2%
IUHSA
245
Itau Unibanco Holding S.A.
Brazil
$5.37M -$6.35M -224,884 -54%
CFC
246
Client First Capital
California
$5.29M +$5.39M +190,770 New
AWMS
247
Advocacy Wealth Management Services
Georgia
$5.27M +$864K +30,566 +19%
PWS
248
Peterson Wealth Services
Utah
$5.27M +$5.36M +189,858 New
OAG
249
Orbis Allan Gray
Bermuda
$5.25M +$5.34M +189,028 New
PPWP
250
Proquility Private Wealth Partners
Nevada
$5.2M -$1.28M -45,154 -23%

XLE Hedge Fund Activity: Q4 2021 in Review

1,382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2021, worth a combined $15.2B — down 71% from $52.3B a quarter earlier.

Buyers outnumbered sellers: 278 funds opened new XLE positions and 104 closed out — a net gain of 174 holders — while 575 added to existing stakes and 393 trimmed.

The largest buyer was Barclays, adding an estimated $426M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $313M sold.

  • 1,382 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2021, up from 1,228 in Q3 2021.
  • Funds reported $15.2B of State Street Energy Select Sector SPDR ETF stock for Q4 2021, down 71% quarter-over-quarter.
  • 278 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2021 and 104 closed out, a net change of +174 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2021 was Barclays, an estimated $426M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2021.