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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
AIA
326
Arrow Investment Advisors
Maryland
$5.62M +$5.09M +147,082 New
PPWP
327
Proquility Private Wealth Partners
Nevada
$5.59M -$306K -8,848 -6%
PI
328
PFS Investments
Georgia
$5.59M +$5.06M +146,222 New
IWP
329
Innova Wealth Partners
Pennsylvania
$5.57M -$1.36M -39,382 -21%
CAL
330
Capital Advisors Ltd
Ohio
$5.54M +$288K +8,318 +6%
ATPW
331
Ashton Thomas Private Wealth
Arizona
$5.53M +$456K +13,158 +10%
LWA
332
Lowe Wealth Advisors
Maryland
$5.5M +$287K +8,296 +6%
LWM
333
Laidlaw Wealth Management
New York
$5.45M +$1.91M +55,204 +63%
VA
334
Valmark Advisers
Ohio
$5.35M +$370K +10,692 +8%
AAS
335
Ameritas Advisory Services
Nebraska
$5.35M +$576K +16,636 +13%
FWM
336
Focused Wealth Management
New York
$5.34M -$4.14M -119,524 -46%
PBF
337
Petix & Botte Financial
California
$5.33M +$2.31M +66,666 +92%
FWM
338
Frontier Wealth Management
Missouri
$5.25M -$16.3M -471,878 -78%
SFBLI
339
Southern Farm Bureau Life Insurance
Mississippi
$5.25M
HGWM
340
Horst & Graben Wealth Management
Oregon
$5.24M -$515K -14,860 -10%
VFPI
341
Vantage Financial Partners (Illinois)
Illinois
$5.22M +$4.73M +136,580 New
AIC
342
Ayalon Insurance Company
Israel
$5.2M +$311K +8,990 +7%
JGCM
343
Joseph Group Capital Management
Ohio
$5.19M -$950K -27,440 -17%
LJCM
344
Lee Johnson Capital Management
Texas
$5.18M -$4.57M -131,982 -49%
PF
345
Phoenix Financial
Israel
$5.18M -$55.7M -1,609,544 -92%
AA
346
Advisory Alpha
Michigan
$5.13M -$2.22M -64,156 -32%
PIA
347
Perennial Investment Advisors
California
$5.1M +$2.39M +68,890 +107%
CIP
348
Capital Insight Partners
Arizona
$5.09M -$264K -7,634 -5%
VDI
349
Vaughan David Investments
Illinois
$5.09M -$98.4K -2,842 -2%
AIP
350
Ahrens Investment Partners
Louisiana
$5.09M +$4.09M +118,018 +779%

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.