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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
PFA
801
Pathway Financial Advisors
Vermont
$590K +$506K +17,892 New
AR
802
Advisory Research
Illinois
$589K +$27.6K +978 +5%
BCP
803
Berkeley Capital Partners
Georgia
$589K +$77.9K +2,756 +15%
AWA
804
Arkadios Wealth Advisors
Georgia
$587K -$153K -5,408 -20%
CIC
805
Carnegie Investment Counsel
Ohio
$587K +$49.4K +1,748 +9%
DIA
806
Dana Investment Advisors
Wisconsin
$586K +$38.9K +1,376 +7%
B
807
Bailard
California
$585K -$484K -17,144 -45%
MAM
808
MMA Asset Management
Pennsylvania
$583K -$5.65K -200 -0.9%
NB
809
NBT Bank
New York
$579K -$3.62K -128 -0.6%
PP
810
Patten & Patten
Tennessee
$579K +$22.7K +802 +4%
JWA
811
JFS Wealth Advisors
Pennsylvania
$577K +$14.1K +500 +2%
FT
812
Fiduciary Trust
Massachusetts
$577K +$87K +3,080 +17%
ACA
813
Atlas Capital Advisors
Wyoming
$575K +$237K +8,394 +68%
PG
814
Proffitt & Goodson
Tennessee
$573K -$10.6K -374 -2%
KP
815
Keel Point
Alabama
$572K +$582K +20,612 New
CHJWM
816
Carlton Hofferkamp & Jenks Wealth Management
Texas
$569K +$6.16K +218 +1%
WG
817
Welch Group
Alabama
$569K +$260K +9,210 +82%
AWM
818
Aberdeen Wealth Management
Illinois
$566K -$14.1K -500 -2%
MSAGDF
819
Moneda SA Administradora General de Fondos
Chile
$564K
FPCP
820
Fort Point Capital Partners
California
$563K +$44.6K +1,580 +8%
VCA
821
Verdence Capital Advisors
Maryland
$562K +$6.05K +214 +1%
LWP
822
Lumature Wealth Partners
Georgia
$560K +$2.6K +92 +0.5%
MAG
823
Mayfair Advisory Group
Alabama
$560K +$15.8K +560 +3%
PPP
824
Private Portfolio Partners
New Jersey
$560K +$160K +5,646 +39%
NC
825
NBW Capital
Massachusetts
$559K +$5.82K +206 +1%

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.