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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
RMC
776
Resources Management Corp
Connecticut
$631K +$17.4K +616 +3%
HNWAG
777
High Net Worth Advisory Group
Florida
$630K +$641K +22,700 New
HCM
778
Hollencrest Capital Management
California
$625K
WI
779
Wintrust Investments
Illinois
$623K +$42.7K +1,512 +7%
HI
780
Horizon Investments
North Carolina
$623K +$82.8K +2,932 +15%
TSWM
781
Tyler-Stone Wealth Management
Ohio
$623K +$634K +22,448 New
SFG
782
Summit Financial Group
West Virginia
$620K +$112K +3,950 +21%
MFA
783
Mayflower Financial Advisors
Massachusetts
$619K +$235K +8,326 +60%
EC
784
Estate Counselors
Wisconsin
$616K -$668K -23,640 -52%
GIM
785
Goelzer Investment Management
Indiana
$614K -$4.63K -164 -0.7%
9WM
786
9258 Wealth Management
Ohio
$613K +$180K +6,378 +41%
CP
787
Cumberland Partners
Ontario, Canada
$611K +$198K +7,000 +47%
CPA
788
Court Place Advisors
Maryland
$606K -$6.5K -230 -1%
WT
789
Whittier Trust
California
$604K +$12.7K +448 +2%
First Manhattan
790
First Manhattan
New York
$599K -$5.65K -200 -0.9%
FCC
791
Florin Court Capital
United Kingdom
$599K +$136K +4,800 +29%
PCA
792
Pallas Capital Advisors
Massachusetts
$598K -$300K -10,610 -36%
Jane Street
793
Jane Street
New York
$597K -$6.29M -222,626 -91%
CWM
794
Chesapeake Wealth Management
Virginia
$596K +$60.8K +2,152 +11%
MWM
795
Maripau Wealth Management
Indiana
$595K +$491K +17,380 New
SC
796
Solstein Capital
California
$594K -$2.92M -103,250 -83%
WP
797
WealthPLAN Partners
Nebraska
$594K +$54.8K +1,940 +12%
UWM
798
Udine Wealth Management
Florida
$594K +$605K +21,402 New
ACM
799
Allred Capital Management
Texas
$593K +$51.7K +1,830 +9%
MS
800
Maven Securities
Jersey
$591K +$602K +21,302 New

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.