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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
HNB
726
Huntington National Bank
Ohio
$775K +$31.4K +1,112 +4%
WA
727
Winfield Associates
Ohio
$774K +$788K +27,900 New
TPWA
728
TRUE Private Wealth Advisors
Oregon
$771K -$70K -2,478 -8%
AI
729
AXS Investments
New York
$768K +$782K +27,670 New
PBC
730
Pavion Blue Capital
California
$760K -$674K -23,870 -47%
ICP
731
Interchange Capital Partners
Pennsylvania
$760K +$493K +17,454 +175%
FWP
732
Firethorn Wealth Partners
Georgia
$752K +$766K +27,104 New
RFWA
733
RPg Family Wealth Advisory
Massachusetts
$750K -$16.2K -574 -2%
BTWM
734
Baker Tilly Wealth Management
Wisconsin
$747K -$449K -15,890 -37%
BIM
735
Bridgecreek Investment Management
Oklahoma
$745K
FTUS
736
Flow Traders U.S.
New York
$744K +$758K +26,816 New
SFM
737
Signet Financial Management
New Jersey
$743K +$377K +13,336 +99%
WWM
738
Wolff Wiese Magana
California
$735K -$38K -1,344 -5%
RA
739
RFG Advisory
Alabama
$735K +$277K +9,812 +59%
AWM
740
Altium Wealth Management
New York
$733K +$11.2K +396 +2%
GCP
741
Gill Capital Partners
Colorado
$732K -$610K -21,584 -45%
BAM
742
Berkshire Asset Management
Pennsylvania
$724K
FIM
743
Fernwood Investment Management
Massachusetts
$723K +$53.9K +1,908 +8%
SFG
744
Sowa Financial Group
Rhode Island
$722K +$168K +5,936 +30%
DBIA
745
Dumont & Blake Investment Advisors
New Jersey
$720K +$21.2K +750 +3%
GC
746
Grace Capital
Massachusetts
$715K +$402K +14,240 +169%
GIA
747
Gladstone Institutional Advisory
Florida
$713K +$179K +6,344 +33%
SG
748
StoneX Group
New York
$713K +$166K +5,858 +30%
JCM
749
Jacobi Capital Management
Pennsylvania
$712K -$21.3K -754 -3%
FPS
750
Fieldpoint Private Securities
Connecticut
$706K +$34.3K +1,214 +5%

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.