We are live on ! Find out more
XLE icon

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
LNC
301
Lincoln National Corp
Pennsylvania
$6.17M +$2.52M +72,680 +82%
CA
302
CoreCap Advisors
Michigan
$6.15M +$1.74M +50,228 +45%
VIA
303
Vickerman Investment Advisors
Washington
$6.14M +$349K +10,076 +7%
DCM
304
Donaldson Capital Management
Indiana
$6.1M +$492K +14,200 +10%
WIP
305
WealthCare Investment Partners
Rhode Island
$6.1M +$763K +22,034 +17%
CAWM
306
Capital Advisors Wealth Management
Washington
$6.09M +$302K +8,716 +6%
PCMM
307
Piedmont Capital Management (Montana)
Montana
$6.04M +$5.42M +156,632 New
FWCM
308
Ferguson Wellman Capital Management
Oregon
$6.03M -$173K -4,986 -3%
GT
309
Glenmede Trust
Pennsylvania
$6.02M -$52.4K -1,514 -1%
FA
310
Fagan Associates
New York
$6.01M +$1.96M +56,576 +56%
RWA
311
Redhawk Wealth Advisors
Minnesota
$5.99M +$5.43M +156,712 New
SCP
312
Stamos Capital Partners
California
$5.96M -$4.61M -133,100 -46%
MPCG
313
Matrix Private Capital Group
New York
$5.94M +$673K +19,432 +14%
LCWP
314
Legacy Capital Wealth Partners
Arkansas
$5.91M +$5.35M +154,532 New
SPW
315
Surience Private Wealth
Washington
$5.9M +$5.35M +154,418 New
National Bank of Canada
316
National Bank of Canada
Quebec, Canada
$5.88M -$1.62M -46,706 -23%
PWAC
317
Private Wealth Advisors (California)
California
$5.84M -$465K -13,430 -8%
ETI
318
Enterprise Trust & Investment
California
$5.8M -$797K -23,000 -13%
SA
319
Scarborough Advisors
Maryland
$5.79M +$1.6M +46,208 +44%
NL
320
NWAM LLC
Washington
$5.68M +$618K +17,848 +14%
BIM
321
Bullseye Investment Management
Ohio
$5.68M -$779K -22,480 -13%
SF
322
Synovus Financial
Georgia
$5.67M -$44.3K -1,278 -0.9%
AFS
323
Aft Forsyth & Sober
Florida
$5.66M +$4.83M +139,400 +1,584%
TF
324
Trek Financial
Arizona
$5.65M +$749K +21,628 +17%
TFA
325
Toth Financial Advisory
Virginia
$5.62M +$878K +25,364 +21%

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.