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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
PCM
376
Parsons Capital Management
Rhode Island
$3.01M -$2.2K -78 -0.1%
OWA
377
One Wealth Advisors
California
$3M +$306K +10,846 +11%
IWM
378
IHT Wealth Management
Illinois
$3M -$862K -30,496 -22%
EP
379
Edgestream Partners
New Jersey
$2.98M +$2.53M +89,570 +506%
VST
380
Van Strum & Towne
California
$2.96M -$25.4K -900 -0.8%
SA
381
Scarborough Advisors
Maryland
$2.92M +$2.98M +105,342 New
APW
382
Austin Private Wealth
Texas
$2.92M -$1.13K -40 -0%
VAS
383
Valicenti Advisory Services
New York
$2.9M -$1.52M -53,620 -34%
GPFA
384
Game Plan Financial Advisors
Ohio
$2.89M +$36.7K +1,300 +1%
RFC
385
Regions Financial Corp
Alabama
$2.88M +$976K +34,552 +50%
BRM
386
Boston Research & Management
Massachusetts
$2.87M
ACM
387
AlphaStar Capital Management
North Carolina
$2.84M -$376K -13,310 -13%
SCA
388
Stillwater Capital Advisors
Pennsylvania
$2.81M -$229K -8,096 -7%
KF
389
Krilogy Financial
Missouri
$2.81M -$968K -34,258 -25%
KPWS
390
Kestra Private Wealth Services
Texas
$2.8M +$491K +17,366 +21%
FA
391
Fagan Associates
New York
$2.79M +$652K +23,090 +30%
VWA
392
Visionary Wealth Advisors
Illinois
$2.79M +$1.09M +38,454 +62%
KFBMI
393
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.77M +$1.13M +40,000 +67%
PAS
394
Park Avenue Securities
New York
$2.71M +$797K +28,204 +41%
C1AG
395
Client 1st Advisory Group
Florida
$2.71M +$24.5K +866 +0.9%
F
396
F3Logic
Minnesota
$2.69M -$408K -14,456 -13%
OSNBOA
397
Old Second National Bank of Aurora
Illinois
$2.69M +$33.7K +1,192 +0.9%
SIC
398
Sigma Investment Counselors
Michigan
$2.69M +$136K +4,800 +5%
BHWA
399
Beacon Harbor Wealth Advisors
Virginia
$2.67M +$2.72M +96,238 New
IC
400
Innealta Capital
Texas
$2.66M -$134K -4,732 -5%

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.