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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
BDAM
451
Blue Door Asset Management
Connecticut
$2.18M +$2.22M +78,600 New
CCFM
452
Clear Creek Financial Management
Washington
$2.18M -$34.7K -1,228 -2%
SFS
453
Solitude Financial Services
Virginia
$2.18M +$245K +8,682 +12%
AW
454
ACG Wealth
Georgia
$2.14M -$86.1K -3,046 -4%
ECM
455
Evergreen Capital Management
Washington
$2.12M +$9.55K +338 +0.4%
SIM
456
SSI Investment Management
California
$2.11M -$1.04M -36,846 -33%
WAOI
457
Wealth Advisors of Iowa
Iowa
$2.11M -$830K -29,368 -28%
EWA
458
EP Wealth Advisors
California
$2.11M +$447K +15,822 +26%
SW
459
SVB Wealth
Massachusetts
$2.08M -$1.38M -48,962 -39%
HT
460
HighTower Trust
Texas
$2.08M
NFG
461
Next Financial Group
Texas
$2.07M +$305K +10,782 +17%
TC
462
TownSquare Capital
Utah
$2.07M -$345K -12,216 -14%
PFS
463
Prospera Financial Services
Texas
$2.07M +$469K +16,606 +29%
BPC
464
Banque Pictet & Cie
Switzerland
$2.06M -$10.1K -358 -0.5%
FIM
465
Freedom Investment Management
Connecticut
$2.05M -$1.7M -60,062 -45%
NCM
466
Nelson Capital Management
California
$2.05M -$50.1K -1,774 -2%
CFGS
467
Concourse Financial Group Securities
Alabama
$2.05M +$116K +4,118 +6%
TFS
468
TrustCore Financial Services
Tennessee
$2.05M +$373K +13,210 +22%
IFG
469
Independent Financial Group
California
$2.04M +$695K +24,580 +50%
HA
470
Herold Advisors
New York
$2.04M +$117K +4,124 +6%
LBC
471
Lowe Brockenbrough & Co
Virginia
$2.03M
PBF
472
Petix & Botte Financial
California
$2.02M -$1.5M -52,982 -42%
CB
473
Community Bank
New York
$2.01M -$17.5K -620 -0.8%
AF
474
Advisornet Financial
Minnesota
$2M +$2.32K +82 +0.1%
GB
475
Gunma Bank
Japan
$2M +$2.03M +72,000 New

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.