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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
DAS
501
Dynamic Advisor Solutions
Arizona
$1.78M -$1.54M -54,580 -46%
LWM
502
Lyell Wealth Management
California
$1.78M +$212K +7,500 +13%
1832 Asset Management
503
1832 Asset Management
Ontario, Canada
$1.78M -$213K -7,548 -39%
OR
504
Olympiad Research
Connecticut
$1.77M +$717K +25,360 +66%
MAM
505
Meeder Asset Management
Ohio
$1.76M +$470K +16,640 +36%
EFL
506
ERn Financial LLC
Wisconsin
$1.75M +$1.78M +63,086 New
BAM
507
Blueshift Asset Management
New Jersey
$1.75M +$1.25M +44,148 +234%
CSWG
508
Cardinal Strategic Wealth Guidance
Kentucky
$1.74M -$222K -7,846 -11%
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
$1.73M -$395K -13,990 -18%
CFG
510
Citizens Financial Group
Rhode Island
$1.72M -$68.6K -2,428 -4%
BHB
511
Bank Hapoalim BM
Israel
$1.71M +$97.3K +3,442 +6%
PPW
512
Parcion Private Wealth
Washington
$1.7M -$43.3M -1,530,750 -97%
SFS
513
Sowell Financial Services
Arkansas
$1.7M -$40.7K -1,440 -2%
IBOK
514
Independence Bank of Kentucky
Kentucky
$1.69M -$45.2K -1,600 -3%
UBG
515
United Bank (Georgia)
Georgia
$1.67M +$18.6K +658 +1%
JRP
516
Jasper Ridge Partners
California
$1.67M
CAM
517
Cresset Asset Management
Illinois
$1.66M +$445K +15,742 +36%
SFS
518
Starfox Financial Services
Texas
$1.66M +$1.46M +51,612 New
PFPT
519
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.65M +$209K +7,400 +14%
CTC
520
Central Trust Company
Missouri
$1.63M +$215K +7,610 +15%
FFA
521
Founders Financial Alliance
North Carolina
$1.61M +$120K +4,264 +8%
GBT
522
Grove Bank & Trust
Florida
$1.61M -$14.8K -524 -0.9%
WS
523
Wedbush Securities
California
$1.59M +$106K +3,744 +7%
TCOO
524
Trust Company of Oklahoma
Oklahoma
$1.57M -$47.8K -1,692 -3%
AMG
525
Asset Management Group
Connecticut
$1.57M +$18.1K +640 +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.