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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
BCM
426
Brookstone Capital Management
Illinois
$2.39M +$848K +30,022 +63%
MFG
427
Magnus Financial Group
New York
$2.38M +$245K +8,684 +11%
FHA
428
Flagship Harbor Advisors
Massachusetts
$2.38M -$260K -9,214 -10%
Franklin Resources
429
Franklin Resources
California
$2.37M +$45.4K +1,608 +2%
ARG
430
Advisory Resource Group
Oklahoma
$2.37M +$312K +11,054 +18%
MIAN
431
Mariner Independent Advisor Network
Kansas
$2.36M -$2.54M -89,940 -52%
RC
432
Roundview Capital
New Jersey
$2.35M +$223K +7,908 +10%
M&T Bank
433
M&T Bank
New York
$2.31M +$220K +7,800 +10%
PCS
434
Personal CFO Solutions
New Jersey
$2.3M +$1.04M +36,918 +80%
AWM
435
Axxcess Wealth Management
California
$2.29M +$2.34M +82,694 New
FNT
436
First National Trust
Pennsylvania
$2.29M +$22.7K +804 +1%
IMC Chicago
437
IMC Chicago
Illinois
$2.29M -$792K -28,014 -25%
SFP
438
Sweet Financial Partners
Minnesota
$2.29M +$2.33M +82,474 New
FMC
439
First Merchants Corp
Indiana
$2.28M +$26.7K +946 +1%
SL
440
Salomon & Ludwin
Virginia
$2.26M +$48.4K +1,714 +2%
BFG
441
Beacon Financial Group
Texas
$2.25M -$20.9K -740 -0.9%
TS
442
Tamar Securities
California
$2.24M +$83K +2,936 +4%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$2.22M +$2.26M +80,152 New
CCFCSB
444
Cape Cod Five Cents Savings Bank
Massachusetts
$2.22M -$10.8K -384 -0.5%
AGAM
445
Audent Global Asset Management
California
$2.22M +$2.26M +79,878 New
BFEC
446
Benjamin F. Edwards & Company
Missouri
$2.21M -$44.5K -1,576 -2%
ABC
447
Associated Banc-Corp
Wisconsin
$2.21M +$3.79K +134 +0.2%
PWW
448
Pettyjohn Wood & White
Virginia
$2.21M +$40.1K +1,420 +2%
JIC
449
Johnson Investment Counsel
Ohio
$2.21M -$123K -4,338 -5%
UB
450
UMB Bank
Missouri
$2.2M +$1.26M +44,704 +129%

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.