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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
EFA
476
Evernest Financial Advisors
Indiana
$1.99M +$1.35M +47,762 New
NFC
477
Northeast Financial Consultants
Connecticut
$1.98M +$1.25M +44,180 +164%
DI
478
DFPG Investments
Utah
$1.97M -$338K -11,968 -16%
GCP
479
GSA Capital Partners
United Kingdom
$1.97M -$901K -31,892 -31%
CF
480
Centaurus Financial
California
$1.96M -$1.38M -48,894 -41%
FANJ
481
Financial Architects (New Jersey)
New Jersey
$1.93M -$334K -11,810 -15%
HIIFS
482
Harel Insurance Investments & Financial Services
Israel
$1.92M +$1.36M +48,086 +223%
HNW
483
High Note Wealth
Minnesota
$1.92M +$240K +8,494 +14%
SPI
484
Sutton Place Investors
New York
$1.91M +$1.95M +68,868 New
CWA
485
Clarus Wealth Advisors
Arizona
$1.91M +$283K +10,006 +20%
FMTCOCP
486
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.91M +$136K +4,800 +8%
FCA
487
FLC Capital Advisors
California
$1.88M +$1.18M +41,760 +162%
BS
488
Boenning & Scattergood
Pennsylvania
$1.87M -$47.2K -1,672 -2%
JCA
489
January Capital Advisors
California
$1.86M +$1.89M +67,062 New
NFSG
490
Newbridge Financial Services Group
Florida
$1.85M +$115K +4,064 +6%
SFG
491
SNS Financial Group
Minnesota
$1.85M -$579K -20,506 -24%
CFD
492
Creative Financial Designs
Indiana
$1.84M +$234K +8,286 +14%
PWG
493
Private Wealth Group
Florida
$1.84M -$217K -7,676 -10%
CI
494
Conning Inc
Connecticut
$1.83M
GM
495
Granger Management
New York
$1.82M
MOS
496
MGO One Seven
Ohio
$1.81M +$1.22M +43,020 +194%
GA
497
GFS Advisors
Texas
$1.81M +$49.7K +1,760 +3%
GSIS
498
Global Strategic Investment Solutions
Arizona
$1.8M +$4.52K +160 +0.2%
Chevy Chase Trust
499
Chevy Chase Trust
Maryland
$1.8M +$240K +8,504 +15%
PIA
500
Perennial Investment Advisors
California
$1.79M +$294K +10,412 +19%

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.