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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
BA
576
Bellwether Advisors
Nebraska
$2.11M -$10.2M -293,460 -84%
TCOO
577
Trust Company of Oklahoma
Oklahoma
$2.1M -$56K -1,616 -3%
TFF
578
The Family Firm
Maryland
$2.06M +$2.08K +60 +0.1%
BONH
579
Bank of New Hampshire
New Hampshire
$2.05M +$85.3K +2,462 +5%
BRWM
580
B. Riley Wealth Management
Tennessee
$2.04M +$594K +17,142 +47%
PAS
581
Park Avenue Securities
New York
$2.04M -$1.54M -44,328 -45%
VFA
582
Valeo Financial Advisors
Indiana
$2.01M +$224K +6,456 +14%
LSPW
583
Lake Street Private Wealth
Illinois
$1.99M +$125K +3,620 +7%
FBFS
584
First Business Financial Services
Wisconsin
$1.98M +$31.2K +900 +2%
SS
585
Simplicity Solutions
Minnesota
$1.98M +$1.79M +51,804 New
TTWM
586
TCV Trust & Wealth Management
Virginia
$1.98M -$25.4K -734 -1%
KP
587
Keel Point
Alabama
$1.97M +$1.07M +30,870 +150%
IBOK
588
Independence Bank of Kentucky
Kentucky
$1.96M -$337K -9,720 -16%
RCAG
589
Rehmann Capital Advisory Group
Michigan
$1.96M +$1.78M +51,278 New
HH
590
Hilltop Holdings
Texas
$1.95M +$1.23M +35,434 +226%
EWA
591
EP Wealth Advisors
California
$1.95M -$868K -25,062 -33%
CWMGP
592
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.95M +$221K +6,376 +14%
IWA
593
IBEX Wealth Advisors
New Jersey
$1.92M +$18.1K +522 +1%
MA
594
MUFG Americas
New York
$1.92M -$15.8K -456 -0.9%
BSW
595
Buckingham Strategic Wealth
Missouri
$1.91M +$69.1K +1,996 +4%
TI
596
Telemetry Investments
New York
$1.91M +$1.73M +50,000 New
IFWM
597
Institute for Wealth Management
Colorado
$1.9M +$2.91K +84 +0.2%
QFA
598
Quattro Financial Advisors
Texas
$1.9M +$195K +5,632 +13%
OPWM
599
Oxinas Partners Wealth Management
Indiana
$1.89M +$1.43M +41,208 +493%
BHIA
600
Birch Hill Investment Advisors
Massachusetts
$1.89M +$216K +6,240 +14%

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.