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State Street Energy Select Sector SPDR ETF

1,545 hedge funds and large institutions have $59.8B invested in State Street Energy Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 617 increasing their positions, 518 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more capital invested

Capital invested by funds: $15.2B → $59.8B (+$44.6B)

161% more first-time investments, than exits

New positions opened: 295 | Existing positions closed: 113

86% more funds holding in top 10

Funds holding in top 10: 59110 (+51)

19% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 518

12% more funds holding

Funds holding: 1,3821,545 (+163)

3.8% less ownership

Funds ownership: 116.35%112.55% (-3.8%)

57% less call options, than puts

Call options by funds: $3.04B | Put options by funds: $7.11B

Holders
1,545
Holders Change
+163
Holders Change %
+11.79%
% of All Funds
24.37%
Holding in Top 10
110
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+86.44%
% of All Funds
1.74%
New
295
Increased
617
Reduced
518
Closed
113
Calls
$3.04B
Puts
$7.11B
Net Calls
-$4.07B
Net Calls Change
-$2.67B
Name Holding Trade Value Shares
Change
Change in
Stake
CF
251
Centaurus Financial
California
$7.71M +$4.54M +131,158 +186%
ARC
252
Advisor Resource Council
Texas
$7.68M -$22.5M -650,078 -76%
MHS
253
M Holdings Securities
Oregon
$7.62M +$6.91M +199,436 New
CA
254
Cetera Advisors
Colorado
$7.62M +$1.03M +29,812 +18%
MD
255
Money Design
Japan
$7.61M -$1.59M -45,818 -19%
KWA
256
Kellett Wealth Advisors
Ohio
$7.6M -$408K -11,790 -6%
GRP
257
Global Retirement Partners
California
$7.49M +$4.36M +125,960 +243%
TNB
258
Thomasville National Bank
Georgia
$7.48M -$76.9K -2,220 -1%
PCIA
259
Prime Capital Investment Advisors
Kansas
$7.42M -$122K -3,520 -1%
WH
260
Whitcomb & Hess
Ohio
$7.42M +$105K +3,024 +2%
IWM
261
IHT Wealth Management
Illinois
$7.3M +$2.88M +83,042 +77%
Janus Henderson Group
262
Janus Henderson Group
United Kingdom
$7.29M -$662K -19,120 -9%
KWM
263
Kingsview Wealth Management
Oregon
$7.29M -$13.1M -377,892 -66%
GWM
264
Geneos Wealth Management
Colorado
$7.27M +$3.33M +96,138 +102%
Vontobel Holding
265
Vontobel Holding
Switzerland
$7.26M -$2.9M -83,782 -31%
SWA
266
Stratos Wealth Advisors
Ohio
$7.23M -$1.57M -45,426 -19%
PWS
267
Peterson Wealth Services
Utah
$7.18M -$69.3K -2,002 -1%
CI
268
Cavalier Investments
Georgia
$7.18M +$497K +14,338 +8%
SAMC
269
Spectrum Asset Management (California)
California
$7.17M +$96.1K +2,776 +2%
NCM
270
Northwest Capital Management
Oregon
$7.14M -$89.6K -2,588 -1%
EWA
271
Evolution Wealth Advisors
Florida
$7.12M +$3.22M +92,860 +99%
AI
272
Atria Investments
North Carolina
$7.07M +$66.8K +1,930 +1%
MAG
273
MRA Advisory Group
New Jersey
$7.06M +$580K +16,742 +10%
WP
274
WealthShield Partners
North Carolina
$7.03M -$1.01M -29,106 -14%
BCM
275
Beaumont Capital Management
Massachusetts
$6.99M -$2.16M -62,244 -25%

XLE Hedge Fund Activity: Q1 2022 in Review

1,545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2022, worth a combined $59.8B — up 294% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 295 funds opened new XLE positions and 113 closed out — a net gain of 182 holders — while 617 added to existing stakes and 518 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $322M. The largest seller was Barclays, cutting an estimated $422M.

  • 1,545 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2022, up from 1,382 in Q4 2021.
  • Funds reported $59.8B of State Street Energy Select Sector SPDR ETF stock for Q1 2022, up 294% quarter-over-quarter.
  • 295 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2022 and 113 closed out, a net change of +182 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $322M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2022 was Barclays, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2022.