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State Street Energy Select Sector SPDR ETF

1,545 hedge funds and large institutions have $59.8B invested in State Street Energy Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 617 increasing their positions, 518 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more capital invested

Capital invested by funds: $15.2B → $59.8B (+$44.6B)

161% more first-time investments, than exits

New positions opened: 295 | Existing positions closed: 113

86% more funds holding in top 10

Funds holding in top 10: 59110 (+51)

19% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 518

12% more funds holding

Funds holding: 1,3821,545 (+163)

3.8% less ownership

Funds ownership: 116.35%112.55% (-3.8%)

57% less call options, than puts

Call options by funds: $3.04B | Put options by funds: $7.11B

Holders
1,545
Holders Change
+163
Holders Change %
+11.79%
% of All Funds
24.37%
Holding in Top 10
110
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+86.44%
% of All Funds
1.74%
New
295
Increased
617
Reduced
518
Closed
113
Calls
$3.04B
Puts
$7.11B
Net Calls
-$4.07B
Net Calls Change
-$2.67B
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
501
FLC Capital Advisors
California
$2.92M +$308K +8,886 +13%
CCFCSB
502
Cape Cod Five Cents Savings Bank
Massachusetts
$2.92M -$128K -3,706 -5%
SIM
503
SSI Investment Management
California
$2.92M +$4.16K +120 +0.2%
HT
504
HighTower Trust
Texas
$2.87M
SL
505
Salomon & Ludwin
Virginia
$2.86M -$226K -6,512 -8%
NFSG
506
Newbridge Financial Services Group
Florida
$2.85M +$274K +7,916 +12%
CWA
507
Clarus Wealth Advisors
Arizona
$2.85M +$471K +13,602 +23%
PCM
508
Prelude Capital Management
New York
$2.84M +$2.04M +58,764 +377%
MCC
509
Money Concepts Capital
Florida
$2.83M +$2.39M +69,114 +1,390%
HA
510
Herold Advisors
New York
$2.82M +$17.9K +518 +0.7%
TA
511
TruWealth Advisors
Louisiana
$2.79M +$2.52M +72,898 New
Capstone Investment Advisors
512
Capstone Investment Advisors
New York
$2.77M -$4.99M -143,994 -66%
TC
513
Titleist Capital
Texas
$2.77M +$874K +25,246 +53%
LBC
514
Lowe Brockenbrough & Co
Virginia
$2.77M -$29.1K -840 -1%
AWM
515
Axxcess Wealth Management
California
$2.76M -$359K -10,374 -13%
RJT
516
Raymond James Trust
Florida
$2.7M +$543K +15,686 +29%
Asset Management One
517
Asset Management One
Japan
$2.7M +$2.45M +70,600 New
PFS
518
Prospera Financial Services
Texas
$2.69M -$144K -4,168 -6%
GM
519
GeoWealth Management
Illinois
$2.69M +$719K +20,750 +42%
PWG
520
Private Wealth Group
Florida
$2.68M +$135K +3,902 +6%
SEA
521
Stegent Equity Advisors
Texas
$2.67M +$755K +21,808 +45%
FMTCOCP
522
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.65M +$26.6K +768 +1%
FFS
523
Founders Financial Securities
Maryland
$2.65M +$1.52M +43,990 +173%
GA
524
GoalVest Advisory
New York
$2.65M +$2.4M +69,272 New
CFD
525
Creative Financial Designs
Indiana
$2.63M +$89.6K +2,586 +4%

XLE Hedge Fund Activity: Q1 2022 in Review

1,545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2022, worth a combined $59.8B — up 294% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 295 funds opened new XLE positions and 113 closed out — a net gain of 182 holders — while 617 added to existing stakes and 518 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $322M. The largest seller was Barclays, cutting an estimated $422M.

  • 1,545 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2022, up from 1,382 in Q4 2021.
  • Funds reported $59.8B of State Street Energy Select Sector SPDR ETF stock for Q1 2022, up 294% quarter-over-quarter.
  • 295 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2022 and 113 closed out, a net change of +182 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $322M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2022 was Barclays, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2022.