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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
CA
676
Claro Advisors
Massachusetts
$924K +$164K +5,814 +21%
CAC
677
Certified Advisory Corp
Florida
$920K +$4.41K +156 +0.5%
BIA
678
Benchmark Investment Advisors
Illinois
$917K +$934K +33,044 New
EH
679
EMG Holdings
Connecticut
$916K +$932K +33,000 New
PI
680
PEAK6 Investments
Illinois
$915K -$5.34M -189,004 -85%
AMG
681
Advisors Management Group
Wisconsin
$913K -$24.5K -868 -3%
APA
682
Astoria Portfolio Advisors
New York
$910K +$926K +32,776 New
ACP
683
Aviance Capital Partners
Florida
$906K -$581K -20,552 -39%
FA
684
Fermata Advisors
California
$901K -$1.33M -47,016 -59%
RWA
685
Redmont Wealth Advisors
Illinois
$897K +$914K +32,340 New
American Century Companies
686
American Century Companies
Missouri
$888K
WCM
687
Windsor Capital Management
Arizona
$882K +$41.1K +1,456 +5%
CL
688
COWA LLC
Oklahoma
$879K -$147K -5,214 -14%
SF
689
Summit Financial
New Jersey
$878K +$308K +10,904 +53%
FEM
690
Fulcrum Equity Management
Texas
$878K -$12.2K -432 -1%
SDWIA
691
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$877K -$11.3K -400 -1%
BAS
692
Brown Advisory Securities
Maryland
$875K -$198K -7,000 -18%
GCA
693
Greenwood Capital Associates
South Carolina
$875K +$891K +31,536 New
FA
694
FDx Advisors
Illinois
$874K -$41.3K -1,462 -4%
EPA
695
Element Pointe Advisors
Florida
$874K
ECML
696
Eagle Capital Management (Louisiana)
Louisiana
$864K +$36.3K +1,284 +4%
BCM
697
BTR Capital Management
California
$862K
FMBTD
698
First Midwest Bank Trust Division
Illinois
$857K +$116K +4,116 +15%
VDBMI
699
Van Den Berg Management I
Texas
$850K +$22.4K +792 +3%
PWM
700
Perigon Wealth Management
California
$842K +$79.1K +2,798 +10%

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.