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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
MWM
776
Maltin Wealth Management
New Jersey
$1.1M +$3.33K +96 +0.3%
RIA
777
Regal Investment Advisors
Michigan
$1.09M +$2.77K +80 +0.3%
AIM
778
Acropolis Investment Management
Missouri
$1.09M -$8.04K -232 -0.8%
SIA
779
Schechter Investment Advisors
Michigan
$1.08M -$3.67M -105,852 -79%
SWA
780
Sax Wealth Advisors
New Jersey
$1.08M +$762 +22 +0.1%
SFA
781
Source Financial Advisors
New York
$1.07M +$528K +15,242 +119%
CWM
782
Cornerstone Wealth Management
Missouri
$1.07M +$380K +10,970 +64%
MCM
783
Monument Capital Management
Virginia
$1.07M +$971K +28,044 New
ACM
784
Allred Capital Management
Texas
$1.07M +$225K +6,490 +30%
Marshall Wace
785
Marshall Wace
United Kingdom
$1.06M -$938K -27,072 -49%
EWM
786
Evercore Wealth Management
New York
$1.06M +$961K +27,742 New
MAC
787
Mason & Associates (California)
California
$1.05M +$409K +11,820 +75%
CAIMH
788
Central Asset Investments & Management Holdings
Hong Kong
$1.05M -$429K -12,384 -31%
AWM
789
Avondale Wealth Management
Texas
$1.05M +$949K +27,400 New
PBC
790
Pavion Blue Capital
California
$1.04M -$1.73K -50 -0.2%
MM
791
Main Management
California
$1.04M +$520K +15,000 +123%
PWM
792
Perigon Wealth Management
California
$1.04M -$112K -3,226 -11%
HIIFS
793
Harel Insurance Investments & Financial Services
Israel
$1.03M -$1.44M -41,686 -60%
AFP
794
Ausdal Financial Partners
Iowa
$1.03M -$76.8K -2,218 -8%
BIM
795
Bridgecreek Investment Management
Oklahoma
$1.03M
AWA
796
Arkadios Wealth Advisors
Georgia
$1.02M +$188K +5,422 +26%
AWM
797
Altium Wealth Management
New York
$1.01M +$1.32K +38 +0.1%
CPO
798
Cerity Partners OCIO
New York
$1.01M -$135K -3,904 -13%
WCM
799
Washburn Capital Management
Florida
$1M +$911K +26,290 New
KPW
800
Kore Private Wealth
New York
$1M +$106K +3,062 +13%

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.