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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
AllianceBernstein
401
AllianceBernstein
Tennessee
$2.66M -$4.08M -144,396 -60%
SFA
402
Sequoia Financial Advisors
Ohio
$2.66M +$1.84M +65,016 +211%
MCM
403
MAI Capital Management
Ohio
$2.65M +$833K +29,466 +45%
AIP
404
ARS Investment Partners
New York
$2.65M +$27.7K +980 +1%
KA
405
Kovack Advisors
Florida
$2.65M +$340K +12,018 +14%
OLVIG
406
Oliver Lagore Vanvalin Investment Group
Michigan
$2.62M +$2.67M +94,540 New
GWM
407
Geneos Wealth Management
Colorado
$2.61M +$306K +10,818 +13%
PFA
408
Pettinga Financial Advisors
Indiana
$2.57M +$714K +25,270 +38%
HIM
409
Hanlon Investment Management
New Jersey
$2.56M
W
410
WorthPointe
California
$2.56M +$2.68M +94,974 New
EWM
411
EPG Wealth Management
Georgia
$2.53M +$398K +14,090 +18%
WWM
412
Windsor Wealth Management
Indiana
$2.52M -$816K -28,884 -25%
CCM
413
Covington Capital Management
California
$2.51M +$55.9K +1,980 +2%
CPA
414
Cardiff Park Advisors
California
$2.5M +$2.55M +90,204 New
AC
415
Amia Capital
United Kingdom
$2.5M +$2.54M +90,000 New
SGI
416
Summit Global Investments
Utah
$2.48M +$1.39M +49,122 +123%
LNC
417
Lincoln National Corp
Pennsylvania
$2.47M -$218K -7,704 -8%
HG
418
Herbst Group
Connecticut
$2.47M +$2.51M +88,882 New
GC
419
Grimes & Company
Massachusetts
$2.46M +$1.4M +49,592 +127%
CPA
420
Clear Perspective Advisors
Illinois
$2.45M +$237K +8,396 +11%
AFS
421
Aft Forsyth & Sober
Florida
$2.44M -$2.24M -79,200 -90%
LWM
422
Laidlaw Wealth Management
New York
$2.42M +$84.7K +2,998 +4%
EA
423
Eudaimonia Advisors
Tennessee
$2.41M +$2.45M +86,722 New
NFG
424
Nations Financial Group
Iowa
$2.4M +$1.26M +44,646 +106%
WAS
425
WESPAC Advisors SoCal
California
$2.39M +$26.3K +930 +1%

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.