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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
FFS
751
Founders Financial Securities
Maryland
$706K +$104K +3,670 +17%
F4L
752
Fortune 45 LLC
Louisiana
$703K +$716K +25,354 New
SC
753
Sierra Capital
Florida
$701K +$2.54K +90 +0.4%
AR
754
Apeiron RIA
Texas
$700K +$713K +25,228 New
LRPA
755
L. Roy Papp & Associates
Arizona
$698K -$33.9K -1,200 -5%
LIA
756
LS Investment Advisors
Michigan
$697K -$1.44M -51,108 -67%
MWM
757
Minot Wealth Management
Massachusetts
$696K
BWM
758
BNC Wealth Management
Oregon
$688K +$29.3K +1,036 +4%
EWM
759
Edge Wealth Management
New York
$686K
CPIG
760
Chicago Partners Investment Group
Illinois
$666K +$3K +106 +0.6%
Renaissance Technologies
761
Renaissance Technologies
New York
$666K +$678K +24,000 New
PA
762
PFG Advisors
Arizona
$662K +$99.3K +3,514 +17%
SA
763
Strategic Advisors
New York
$660K
NB
764
Northwest Bancshares
Pennsylvania
$658K -$112K -3,954 -14%
TA
765
TrueWealth Advisors
Alabama
$656K -$370K -13,106 -36%
AWM
766
Aries Wealth Management
Maine
$653K -$14.1K -500 -2%
IA
767
Insight Advisors
Pennsylvania
$651K -$28.4K -1,004 -4%
TFA
768
Teamwork Financial Advisors
Texas
$651K +$164K +5,804 +33%
AO
769
Advisor OS
Illinois
$649K +$374K +13,240 +131%
FNC
770
First National Corp
Massachusetts
$648K +$163K +5,770 +33%
NHC
771
Nicholas Hoffman & Company
Georgia
$645K +$56.7K +2,008 +9%
KPW
772
Kore Private Wealth
New York
$644K -$547K -19,354 -45%
WAP
773
Wealthcare Advisory Partners
Pennsylvania
$644K +$103K +3,642 +19%
SFM
774
Stack Financial Management
Montana
$638K +$650K +22,994 New
CT
775
Caldwell Trust
Florida
$635K

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.