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State Street Energy Select Sector SPDR ETF

1,885 hedge funds and large institutions have $22.9B invested in State Street Energy Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 709 increasing their positions, 677 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 126

11% more capital invested

Capital invested by funds: $20.6B → $22.9B (+$2.35B)

8% more funds holding

Funds holding: 1,7521,885 (+133)

5% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 677

0.63% more ownership

Funds ownership: 115.27%115.89% (+0.63%)

13% less funds holding in top 10

Funds holding in top 10: 6052 (-8)

40% less call options, than puts

Call options by funds: $4.81B | Put options by funds: $8.03B

Holders
1,885
Holders Change
+133
Holders Change %
+7.59%
% of All Funds
24.83%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.68%
New
296
Increased
709
Reduced
677
Closed
126
Calls
$4.81B
Puts
$8.03B
Net Calls
-$3.23B
Net Calls Change
+$2.43B
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
351
Affinity Capital Advisors
California
$4.78M +$570K +12,546 +13%
AA
352
AlphaMark Advisors
Kentucky
$4.77M +$273K +6,008 +6%
PHS
353
Pekin Hardy Strauss
Illinois
$4.75M -$170K -3,730 -3%
CFD
354
Creative Financial Designs
Indiana
$4.7M -$48.3K -1,062 -1%
IA
355
IMZ Advisory
Florida
$4.68M -$796K -17,512 -14%
GWM
356
Geneos Wealth Management
Colorado
$4.68M -$3.01M -66,138 -38%
AFP
357
Ausdal Financial Partners
Iowa
$4.66M +$7.63K +168 +0.2%
NFC
358
Northeast Financial Consultants
Connecticut
$4.63M -$379K -8,340 -7%
5SA
359
5th Street Advisors
Connecticut
$4.63M +$83.7K +1,842 +2%
RRA
360
Round Rock Advisors
Connecticut
$4.57M +$96.1K +2,114 +2%
WWM
361
Western Wealth Management
Colorado
$4.55M -$523K -11,512 -10%
HH
362
Hilltop Holdings
Texas
$4.54M +$1.54M +33,810 +47%
VST
363
Van Strum & Towne
California
$4.52M +$3.91K +86 +0.1%
PFS
364
Prospera Financial Services
Texas
$4.5M +$39K +858 +0.8%
ABC
365
Associated Banc-Corp
Wisconsin
$4.49M -$248K -5,450 -5%
Credit Agricole
366
Credit Agricole
France
$4.47M +$3.04M +66,864 +178%
PFPT
367
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.47M +$2.15M +47,212 +83%
PBF
368
Petix & Botte Financial
California
$4.45M -$1.38M -30,364 -23%
SWM
369
Segment Wealth Management
Texas
$4.43M -$53.5K -1,178 -1%
CIM
370
Confluence Investment Management
Missouri
$4.42M +$415K +9,136 +10%
JE
371
JMAC Enterprises
Pennsylvania
$4.4M +$336K +7,386 +8%
EFH
372
Eaton Financial Holdings
Florida
$4.39M +$57.8K +1,272 +1%
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$4.39M -$1.37M -30,068 -23%
HHRDM
374
H&H Retirement Design & Management
Nevada
$4.35M -$109K -2,392 -2%
MPM
375
Meritage Portfolio Management
Kansas
$4.35M +$4.62M +101,624 New

XLE Hedge Fund Activity: Q4 2024 in Review

1,885 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2024, worth a combined $22.9B — up 11% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new XLE positions and 126 closed out — a net gain of 170 holders — while 709 added to existing stakes and 677 trimmed.

The largest buyer was UBS Group, adding an estimated $200M. The largest seller was Bank of America, cutting an estimated $917M.

  • 1,885 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2024, up from 1,752 in Q3 2024.
  • Funds reported $22.9B of State Street Energy Select Sector SPDR ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 296 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2024 and 126 closed out, a net change of +170 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2024 was UBS Group, an estimated $200M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2024 was Bank of America, an estimated $917M sold.

Based on aggregated 13F filings for Q4 2024.