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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
MBTD
726
Mechanics Bank - Trust Department
California
$1.28M -$43.8K -1,264 -4%
AC
727
Abbrea Capital
California
$1.28M -$34.5K -996 -3%
MSFS
728
Main Street Financial Solutions
Pennsylvania
$1.27M -$130K -3,752 -10%
GFS
729
GYL Financial Synergies
Connecticut
$1.26M -$466K -13,452 -29%
TFGT
730
TS Financial Group (TSFG)
Illinois
$1.26M -$55.3K -1,598 -5%
ACA
731
Atlas Capital Advisors
Wyoming
$1.25M +$417K +12,046 +58%
EDRH
732
Edmond de Rothschild Holding
Switzerland
$1.25M -$225K -6,492 -17%
SFG
733
Sowa Financial Group
Rhode Island
$1.25M +$230K +6,642 +26%
ECML
734
Eagle Capital Management (Louisiana)
Louisiana
$1.24M +$49K +1,414 +5%
TCB
735
Texas Capital Bancshares
Texas
$1.23M +$521K +15,038 +87%
AMG
736
Advisors Management Group
Wisconsin
$1.23M -$26K -750 -2%
PAG
737
Private Advisory Group
Washington
$1.23M +$1.11M +32,142 New
NFP
738
Narus Financial Partners
Utah
$1.23M +$1.11M +32,082 New
LWM
739
Loveless Wealth Management
Montana
$1.22M +$104K +3,010 +10%
LSA
740
L & S Advisors
California
$1.21M -$12M -346,104 -92%
CIA
741
Cladis Investment Advisory
Montana
$1.21M -$107K -3,100 -9%
WCM
742
Windsor Capital Management
Arizona
$1.21M -$4.09K -118 -0.4%
BWM
743
BNC Wealth Management
Oregon
$1.21M +$235K +6,776 +27%
SFG
744
Summit Financial Group
West Virginia
$1.2M +$317K +9,140 +41%
JIC
745
Joel Isaacson & Co
New York
$1.2M +$498K +14,370 +94%
JPLA
746
Joseph P. Lucia & Associates
New York
$1.2M +$1.09M +31,384 New
ICP
747
Interchange Capital Partners
Pennsylvania
$1.2M +$135K +3,910 +14%
MFA
748
Mayflower Financial Advisors
Massachusetts
$1.2M +$312K +9,012 +40%
AIM
749
Allen Investment Management
New York
$1.19M +$1.08M +31,100 New
RA
750
RFG Advisory
Alabama
$1.19M +$159K +4,578 +17%

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.