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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
BW
701
Bison Wealth
Georgia
$1.4M +$91.8K +2,650 +8%
WJA
702
Willis Johnson & Associates
Texas
$1.39M +$665K +19,204 +113%
PWLP
703
Prio Wealth Limited Partnership
Massachusetts
$1.38M
CGA
704
Crescent Grove Advisors
Illinois
$1.38M +$203K +5,850 +19%
FAB
705
First American Bank
Illinois
$1.38M
CS
706
Cannell & Spears
New York
$1.38M
MP
707
McDonald Partners
Ohio
$1.38M +$1.24M +35,926 +74,846%
MWM
708
Marion Wealth Management
Pennsylvania
$1.37M -$87.1K -2,514 -7%
HCWM
709
Harrison & Co Wealth Management
Virginia
$1.37M +$55.5K +1,602 +5%
FWP
710
FAS Wealth Partners
Kansas
$1.36M +$18.4K +532 +2%
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M -$282K -8,152 -19%
BA
712
Ballew Advisors
Mississippi
$1.36M +$46.3K +1,336 +4%
UIA
713
Ulland Investment Advisors
Minnesota
$1.35M +$1.22M +35,350 New
APW
714
Aurora Private Wealth
New Jersey
$1.34M -$45.3K -1,308 -4%
DLHL
715
Donald L. Hagan LLC
Florida
$1.34M -$150K -4,324 -11%
CHA
716
Carmichael Hill & Associates
Maryland
$1.34M -$5.89K -170 -0.5%
CL
717
COWA LLC
Oklahoma
$1.34M +$115K +3,316 +10%
SS
718
Sunbelt Securities
Texas
$1.33M -$271K -7,820 -19%
BFA
719
Brendel Financial Advisors
New Hampshire
$1.33M -$443K -12,780 -27%
NL
720
NVWM LLC
Pennsylvania
$1.33M -$389K -11,220 -24%
NCM
721
Nelson Capital Management
California
$1.32M -$1.37M -39,514 -53%
Deutsche Bank
722
Deutsche Bank
Germany
$1.31M +$880K +25,408 +285%
FA
723
FDx Advisors
Illinois
$1.3M +$87.1K +2,514 +8%
JGGDR
724
JGP Global Gestao de Recursos
Brazil
$1.29M +$820K +23,670 +233%
TFS
725
TrustCore Financial Services
Tennessee
$1.29M -$1.39M -40,192 -54%

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.