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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
WANY
301
Wealthspire Advisors (New York)
New York
$4.18M -$29.9K -1,058 -0.7%
FTS
302
Fifth Third Securities
Ohio
$4.17M -$2.78M -98,240 -40%
SF
303
Synovus Financial
Georgia
$4.16M -$3.29M -116,556 -44%
VFM
304
Vivid Financial Management
California
$4.1M +$374K +13,252 +10%
CWP
305
Capital Wealth Planning
Florida
$4.09M +$1.42M +50,246 +81%
P
306
Pariax
California
$4.04M +$4.12M +145,778 New
BRWA
307
B. Riley Wealth Advisors
Florida
$4.04M +$244K +8,648 +6%
DCM
308
Donaldson Capital Management
Indiana
$4.04M +$150K +5,296 +4%
WWM
309
Western Wealth Management
Colorado
$4M +$4.06M +143,596 New
SFS
310
Security Financial Services
Indiana
$3.98M +$4.05M +143,386 New
PCM
311
Poehling Capital Management
Wisconsin
$3.93M -$34K -1,204 -0.8%
CIP
312
Capital Insight Partners
Arizona
$3.91M +$48.9K +1,732 +1%
APW
313
Atlantic Private Wealth
North Carolina
$3.89M +$3.96M +140,162 New
NFG
314
Norris Financial Group
South Carolina
$3.86M -$583K -20,620 -13%
CCM
315
Cullen Capital Management
New York
$3.84M +$3.56M +126,030 +1,012%
VIA
316
Vickerman Investment Advisors
Washington
$3.83M -$96.1K -3,402 -2%
SFBLI
317
Southern Farm Bureau Life Insurance
Mississippi
$3.81M +$141K +5,000 +4%
CAL
318
Capital Advisors Ltd
Ohio
$3.79M +$250K +8,834 +7%
DWA
319
Delos Wealth Advisors
Texas
$3.79M +$54.3K +1,920 +1%
VDI
320
Vaughan David Investments
Illinois
$3.77M +$258K +9,148 +7%
MPCG
321
Matrix Private Capital Group
New York
$3.77M +$664K +23,484 +21%
LWA
322
Lowe Wealth Advisors
Maryland
$3.76M +$194K +6,850 +5%
SIA
323
Schechter Investment Advisors
Michigan
$3.73M +$3.79M +134,228 New
JFS
324
JD Financial Services
Pennsylvania
$3.67M +$3.73M +132,082 New
ATPW
325
Ashton Thomas Private Wealth
Arizona
$3.65M +$255K +9,032 +7%

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.