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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
SFI
626
SPC Financial Inc
Maryland
$1.11M +$8.48K +300 +0.8%
CAIMH
627
Central Asset Investments & Management Holdings
Hong Kong
$1.11M -$1.55M -55,000 -58%
OPS
628
Orion Portfolio Solutions
Nebraska
$1.11M -$87.5K -3,096 -7%
BCFS
629
Butensky & Cohen Financial Security
Florida
$1.09M -$22.1K -782 -2%
DLHL
630
Donald L. Hagan LLC
Florida
$1.09M -$234K -8,270 -17%
EL
631
Essex LLC
Illinois
$1.09M +$90.1K +3,190 +9%
EDRH
632
Edmond de Rothschild Holding
Switzerland
$1.09M -$1.26M -44,596 -53%
TW
633
Transform Wealth
Colorado
$1.08M +$571K +20,204 +109%
SIA
634
Strategic Investment Advisors
Michigan
$1.08M +$1.1M +38,774 New
BWM
635
BlackDiamond Wealth Management
New York
$1.08M +$1.1M +38,788 New
FCI
636
Financial Counselors Inc
Kansas
$1.07M +$149K +5,270 +16%
BFA
637
Beaumont Financial Advisors
Massachusetts
$1.07M +$1.09M +38,558 New
MWM
638
Marion Wealth Management
Pennsylvania
$1.07M +$1.09M +38,400 New
BA
639
Ballew Advisors
Mississippi
$1.06M -$976K -34,540 -51%
TC
640
Trust Company
Kansas
$1.04M -$87.9K -3,110 -8%
WPC
641
White Pine Capital
Minnesota
$1.04M +$17.5K +620 +2%
AFO
642
Allie Family Office
Florida
$1.04M +$1.06M +37,426 New
CAM
643
CenterStar Asset Management
Illinois
$1.03M
CC
644
Copperleaf Capital
North Carolina
$1.03M +$150K +5,310 +17%
MSFS
645
Main Street Financial Solutions
Pennsylvania
$1.03M +$95.5K +3,380 +10%
TCPWM
646
Traverso Chambers Private Wealth Management
California
$1.02M +$509 +18 +0%
XSC
647
X-Square Capital
Puerto Rico
$1.02M -$64.3K -2,274 -6%
PAMS
648
Pictet Asset Management (Switzerland)
Switzerland
$1.02M -$560K -19,820 -35%
MFW
649
Meristem Family Wealth
Minnesota
$1.02M +$6.27K +222 +0.6%
CS
650
Comerica Securities
Michigan
$1.02M +$116K +4,114 +13%

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.