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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
BFA
576
Brendel Financial Advisors
New Hampshire
$1.32M -$90.9K -3,218 -6%
Comerica Bank
577
Comerica Bank
Texas
$1.32M -$127K -4,486 -10%
BHCM
578
Brevan Howard Capital Management
Jersey
$1.31M +$1.34M +47,266 New
TC
579
Titleist Capital
Texas
$1.31M +$1.34M +47,278 New
ANTB
580
AMG National Trust Bank
Colorado
$1.29M +$49.1K +1,738 +4%
GFS
581
GYL Financial Synergies
Connecticut
$1.29M -$54.3K -1,922 -4%
JSL
582
JT Stratford LLC
Georgia
$1.29M +$15.7K +556 +1%
JIP
583
Jaffetilchin Investment Partners
Florida
$1.29M +$27K +956 +2%
TPWM
584
Twelve Points Wealth Management
Massachusetts
$1.29M +$1.31M +46,370 New
VFA
585
Valeo Financial Advisors
Indiana
$1.28M -$8.98K -318 -0.7%
Jennison Associates
586
Jennison Associates
New York
$1.28M +$484K +17,120 +59%
NL
587
NVWM LLC
Pennsylvania
$1.27M +$487K +17,244 +60%
VanEck Associates
588
VanEck Associates
New York
$1.27M +$536K +18,982 +71%
BCI
589
Brinker Capital Investments
Pennsylvania
$1.27M -$2.67M -94,514 -67%
EGA
590
E&G Advisors
Texas
$1.26M +$74K +2,620 +6%
TSS
591
Two Sigma Securities
New York
$1.26M -$3.84M -135,972 -75%
KCFA
592
Key Client Fiduciary Advisors
New Jersey
$1.25M +$1.27M +45,084 New
CC
593
Cadinha & Co
Hawaii
$1.24M -$188K -6,670 -13%
SC
594
Stolper & Co
Oklahoma
$1.24M +$32.8K +1,162 +3%
FTA
595
Financial & Tax Architects
Missouri
$1.24M +$211K +7,454 +20%
CWMGP
596
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.24M +$1.26M +44,540 New
CICI
597
Capital Investment Counsel Inc
North Carolina
$1.23M -$109K -3,850 -8%
BWA
598
BDO Wealth Advisors
Florida
$1.23M -$136K -4,804 -10%
SW
599
Simplicity Wealth
New Jersey
$1.22M +$1.25M +44,112 New
CB
600
Commerce Bank
Missouri
$1.22M +$192K +6,792 +18%

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.