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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
CCA
276
Cadent Capital Advisors
Oklahoma
$6.99M +$6.33M +182,804 New
EP
277
Eudaimonia Partners
Tennessee
$6.94M +$6.29M +181,552 New
BHWM
278
Bar Harbor Wealth Management
New Hampshire
$6.93M -$451K -13,012 -7%
CF
279
Clarity Financial
Texas
$6.88M -$4.46M -128,858 -42%
GIA
280
Gladstone Institutional Advisory
Florida
$6.75M +$5.23M +150,942 +588%
CIA
281
Capital Investment Advisors
Georgia
$6.73M +$41K +1,184 +0.7%
CI
282
CX Institutional
Indiana
$6.72M +$1.7M +48,944 +39%
E
283
Ergoteles
New York
$6.67M +$5.52M +159,382 +1,044%
Bank of New York Mellon
284
Bank of New York Mellon
New York
$6.65M +$522K +15,074 +9%
AF
285
Allworth Financial
California
$6.58M +$147K +4,254 +3%
WWG
286
West Wealth Group
California
$6.48M -$1.52M -43,746 -21%
MFS
287
Madrona Financial Services
Washington
$6.48M +$5.8M +167,360 New
JCM
288
Janney Capital Management
Pennsylvania
$6.45M -$14.4M -416,660 -71%
AWM
289
Act Wealth Management
Texas
$6.43M +$5.82M +168,134 New
PCM
290
Poehling Capital Management
Wisconsin
$6.42M +$919K +26,544 +19%
JWCA
291
J.W. Cole Advisors
Florida
$6.4M +$1.78M +51,420 +44%
FFN
292
Focus Financial Network
Minnesota
$6.38M +$4.73M +136,696 +453%
GC
293
Garde Capital
Washington
$6.35M -$647K -18,686 -10%
CFA
294
Camarda Financial Advisors
Florida
$6.32M -$3.03M -87,626 -35%
Credit Agricole
295
Credit Agricole
France
$6.31M -$380K -10,980 -6%
CA
296
Continental Advisors
Utah
$6.31M +$1.59M +46,000 +39%
SB
297
Strategic Blueprint
Georgia
$6.29M -$35.6K -1,028 -0.6%
WANY
298
Wealthspire Advisors (New York)
New York
$6.26M +$459K +13,256 +9%
XSC
299
X-Square Capital
Puerto Rico
$6.24M +$4.38M +126,346 +343%
LWAC
300
Laurel Wealth Advisors (California)
California
$6.21M +$3.95M +114,028 +235%

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.