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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
CPO
701
Cerity Partners OCIO
New York
$841K +$432K +15,280 +102%
CGA
702
Crescent Grove Advisors
Illinois
$839K +$79.6K +2,818 +10%
FFN
703
Focus Financial Network
Minnesota
$837K +$3.39K +120 +0.4%
NEAM
704
New England Asset Management
Connecticut
$837K
AMM
705
American Money Management
California
$837K +$7.86K +278 +0.9%
FFG
706
Fortem Financial Group
California
$831K +$424K +15,006 +100%
CC
707
Callan Capital
California
$830K +$1.64K +58 +0.2%
BF
708
BOK Financial
Oklahoma
$827K +$47.8K +1,690 +6%
RWA
709
River Wealth Advisors
Pennsylvania
$826K +$2.32K +82 +0.3%
FC
710
FCA Corp
Texas
$823K -$226K -7,986 -21%
FNBT
711
FineMark National Bank & Trust
Florida
$819K +$615K +21,774 +281%
MAM
712
Marquette Asset Management
Minnesota
$816K
PCA
713
Personal Capital Advisors
California
$814K -$148K -5,250 -15%
AFP
714
Ausdal Financial Partners
Iowa
$809K -$2.69M -95,096 -77%
LWM
715
Loveless Wealth Management
Montana
$805K +$54.9K +1,944 +7%
BP
716
BBR Partners
New York
$802K -$786K -27,812 -49%
Allianz Asset Management
717
Allianz Asset Management
Germany
$801K
AIM
718
Acropolis Investment Management
Missouri
$797K +$6.22K +220 +0.8%
PAM
719
Palisade Asset Management
Minnesota
$796K +$353K +12,500 +77%
CCT
720
Country Club Trust
Missouri
$795K -$252K -8,920 -24%
RIA
721
Regal Investment Advisors
Michigan
$793K -$68.9K -2,440 -8%
MWM
722
Maltin Wealth Management
New Jersey
$793K +$32.9K +1,166 +4%
VCM
723
Vivaldi Capital Management
Illinois
$791K -$6.39K -226 -0.8%
SWA
724
Sax Wealth Advisors
New Jersey
$784K +$13.3K +472 +2%
CAM
725
Concorde Asset Management
Michigan
$778K +$76.6K +2,710 +11%

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.