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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
MYIA
526
Mount Yale Investment Advisors
Colorado
$1.56M +$306K +10,816 +24%
HIP
527
Harrell Investment Partners
Texas
$1.56M -$1.59M -56,238 -50%
AWM
528
Apollon Wealth Management
South Carolina
$1.55M +$325K +11,496 +22%
T
529
TNF
Montana
$1.55M +$32K +1,132 +2%
WPW
530
Waldron Private Wealth
Pennsylvania
$1.54M +$735K +26,000 +88%
RJT
531
Raymond James Trust
Florida
$1.52M +$110K +3,906 +8%
Marshall Wace
532
Marshall Wace
United Kingdom
$1.52M -$28.1M -992,766 -95%
SSB
533
Sandy Spring Bank
Maryland
$1.51M +$160K +5,666 +12%
TFF
534
The Family Firm
Maryland
$1.5M +$85.9K +3,040 +6%
FI
535
Finivi Inc
Massachusetts
$1.5M +$1.52M +53,888 New
AA
536
Ancora Advisors
Ohio
$1.5M -$304K -10,758 -17%
GEM
537
Global Endowment Management
North Carolina
$1.49M +$756K +26,760 +99%
TPCW
538
TD Private Client Wealth
New York
$1.49M -$132K -4,684 -8%
FFP
539
Forbes Financial Planning
Rhode Island
$1.49M +$1.54M +54,384 New
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
$1.49M +$747K +26,446 +97%
AIA
541
Acute Investment Advisory
Arizona
$1.49M +$1.51M +53,500 New
OFS
542
Oldfather Financial Services
Nebraska
$1.48M +$526K +18,612 +76%
TTWM
543
TCV Trust & Wealth Management
Virginia
$1.46M +$5.25K +186 +0.4%
VWA
544
V Wealth Advisors
Kansas
$1.45M -$112K -3,948 -7%
GRP
545
Global Retirement Partners
California
$1.44M +$239K +8,460 +19%
SS
546
Sunbelt Securities
Texas
$1.44M -$483K -17,102 -29%
CC
547
Claybrook Capital
Massachusetts
$1.43M -$254K -9,000 -15%
CWA
548
Clearview Wealth Advisors
Oregon
$1.42M +$37.6K +1,332 +3%
BONH
549
Bank of New Hampshire
New Hampshire
$1.42M +$131K +4,638 +10%
SI
550
Saxon Interests
Texas
$1.42M +$1.27M +45,094 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.