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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
GL
251
Graypoint LLC
New York
$5.15M +$955K +33,810 +22%
IWP
252
Innova Wealth Partners
Pennsylvania
$5.13M +$255K +9,026 +5%
SAMC
253
Spectrum Asset Management (California)
California
$5.13M +$174K +6,160 +3%
GC
254
Garde Capital
Washington
$5.13M -$287K -10,146 -5%
AI
255
Atria Investments
North Carolina
$5.08M -$3.64M -128,738 -41%
FF
256
Friedenthal Financial
New Jersey
$5M +$5.09M +180,218 New
Natixis Advisors
257
Natixis Advisors
Massachusetts
$4.96M -$295K -10,446 -6%
MTC
258
Matrix Trust Company
Colorado
$4.92M +$1.8M +63,736 +56%
Credit Agricole
259
Credit Agricole
France
$4.89M +$4.74M +167,606 +1,955%
FS
260
Ferguson Shapiro
Georgia
$4.85M -$396K -14,008 -7%
CIA
261
Capital Investment Advisors
Georgia
$4.85M -$100K -3,540 -2%
ETI
262
Enterprise Trust & Investment
California
$4.85M -$66.9K -2,368 -1%
AP
263
Appleton Partners
Massachusetts
$4.82M +$573K +20,294 +13%
CI
264
Cavalier Investments
Georgia
$4.82M +$879K +31,124 +22%
MCM
265
Murphy Capital Management
New Jersey
$4.77M +$261K +9,244 +6%
NAM
266
NorthCrest Asset Manangement
Minnesota
$4.77M +$7.31M +258,662 New
BIM
267
Bullseye Investment Management
Ohio
$4.75M +$4.83M +170,996 New
RCP
268
Rothschild Capital Partners
New York
$4.73M +$1M +35,406 +26%
TWC
269
TD Waterhouse Canada
Ontario, Canada
$4.7M +$4.34M +153,608 New
CA
270
Cetera Advisors
Colorado
$4.7M +$87.3K +3,088 +2%
GCM
271
Glaxis Capital Management
Florida
$4.69M +$1.26M +44,692 +36%
AWE
272
Avidian Wealth Enterprises
Texas
$4.67M +$2.97M +105,062 +166%
MAG
273
MRA Advisory Group
New Jersey
$4.66M -$17.3K -614 -0.4%
AF
274
Allworth Financial
California
$4.66M +$4.09M +144,768 +629%
JGC
275
J. Goldman & Co
New York
$4.63M +$4.71M +166,848 New

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.