We are live on ! Find out more
XLE icon

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
HA
351
HYA Advisors
Missouri
$3.31M +$1.31M +46,428 +64%
CA
352
Continental Advisors
Utah
$3.3M -$1.13M -40,000 -25%
RT
353
Rockland Trust
Massachusetts
$3.29M -$306K -10,840 -8%
LRWA
354
Long Run Wealth Advisors
New York
$3.27M +$3.36M +118,964 New
EVM
355
Eaton Vance Management
Massachusetts
$3.24M +$1.75M +61,874 +113%
JWCA
356
J.W. Cole Advisors
Florida
$3.22M +$3.28M +115,972 New
PWA
357
Physician Wealth Advisors
Utah
$3.2M +$12.7K +450 +0.4%
RSWM
358
Robertson Stephens Wealth Management
California
$3.19M +$1.23M +43,464 +61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
359
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.19M
IRC
360
Investors Research Corp
Georgia
$3.19M +$439K +15,534 +16%
AC
361
ASB Consultores
Florida
$3.19M +$3.24M +114,780 New
TCA
362
Transcend Capital Advisors
New Jersey
$3.16M -$584K -20,664 -15%
GLA
363
Good Life Advisors
Pennsylvania
$3.15M +$3.21M +113,606 New
BCA
364
Bray Capital Advisors
Florida
$3.15M -$777K -27,500 -20%
WP
365
WealthSource Partners
California
$3.14M -$207K -7,316 -6%
BWM
366
BigSur Wealth Management
Florida
$3.12M +$483K +17,090 +18%
EFS
367
Econ Financial Services
Pennsylvania
$3.12M +$3.17M +112,320 New
OPOWM
368
One Plus One Wealth Management
Florida
$3.1M -$23.8K -842 -0.7%
T
369
TCWP
Ohio
$3.09M +$3.15M +111,364 New
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$3.09M -$10.3M -366,276 -77%
Man Group
371
Man Group
United Kingdom
$3.09M -$10.6M -375,882 -77%
ZIG
372
Zurich Insurance Group
Switzerland
$3.08M +$413K +14,600 +15%
CA
373
CoreCap Advisors
Michigan
$3.07M +$3.13M +110,696 New
AIM
374
AMI Investment Management
Indiana
$3.06M +$18.6K +658 +0.6%
ACI
375
Alpha Cubed Investments
California
$3.05M +$278K +9,834 +10%

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.