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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
FBFS
551
First Business Financial Services
Wisconsin
$1.41M +$297K +10,500 +26%
SPAS
552
Spectrum Planning & Advisory Services
California
$1.41M -$50.5K -1,786 -3%
MA
553
MUFG Americas
New York
$1.41M -$139K -4,908 -9%
CL
554
CSS LLC
Illinois
$1.41M +$1.43M +50,648 New
OIA
555
OneDigital Investment Advisors
Kansas
$1.4M -$149K -5,260 -9%
KFGK
556
Keystone Financial Group (Kentucky)
Kentucky
$1.4M +$12.9K +458 +0.9%
APSI
557
Asset Planning Services Inc
Louisiana
$1.39M
Brown Advisory
558
Brown Advisory
Maryland
$1.38M -$486K -17,204 -26%
IWA
559
IBEX Wealth Advisors
New Jersey
$1.38M -$30.1K -1,066 -2%
IFWM
560
Institute for Wealth Management
Colorado
$1.38M +$113K +3,986 +9%
GM
561
GeoWealth Management
Illinois
$1.38M -$137K -4,854 -9%
FFWM
562
Future Financial Wealth Management
Ohio
$1.36M +$1.35M +47,660 New
IP
563
Intellectus Partners
California
$1.36M -$150K -5,300 -10%
FTC
564
Farmers Trust Company
Ohio
$1.36M +$9.44K +334 +0.7%
ST
565
Sageworth Trust
Pennsylvania
$1.35M
ST
566
Sabal Trust
Florida
$1.35M +$177K +6,272 +15%
EGA
567
Eagle Global Advisors
Texas
$1.35M -$59.3K -2,100 -4%
LWAC
568
Laurel Wealth Advisors (California)
California
$1.35M +$459K +16,248 +50%
WAM
569
WNY Asset Management
New York
$1.35M +$53.3K +1,888 +4%
LSPW
570
Lake Street Private Wealth
Illinois
$1.34M +$1.37M +48,464 New
GTCM
571
Gyon Technologies Capital Management
New Jersey
$1.34M -$298K -10,560 -18%
SCA
572
Snowden Capital Advisors
New York
$1.34M +$666K +23,580 +95%
BSW
573
Buckingham Strategic Wealth
Missouri
$1.33M -$72.1K -2,550 -5%
SEA
574
Stegent Equity Advisors
Texas
$1.33M +$1.36M +48,128 New
ACS
575
Archford Capital Strategies
Illinois
$1.33M -$56.9K -2,014 -4%

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.