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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
AFG
826
Alterity Financial Group
Maine
$558K +$568K +20,094 New
HIA
827
Harbor Investment Advisory
Maryland
$556K +$72.7K +2,574 +15%
TFCP
828
Twin Focus Capital Partners
Massachusetts
$555K -$1.81K -64 -0.3%
AWS
829
AJ Wealth Strategies
New York
$555K
BFA
830
Beacon Financial Advisory
Ohio
$555K +$54K +1,910 +11%
PA
831
Procyon Advisors
Connecticut
$553K +$60.8K +2,152 +12%
SQA
832
Simon Quick Advisors
New Jersey
$553K +$558K +19,764 +11,764%
3LCM
833
3D/L Capital Management
Connecticut
$549K -$9.1K -322 -2%
JHCP
834
Jackson Hole Capital Partners
Oklahoma
$549K +$87.8K +3,106 +19%
BAM
835
Beaumont Asset Management
Texas
$548K +$271K +9,592 +94%
JWBC
836
J.W. Burns & Co
New York
$545K +$86.9K +3,074 +19%
H
837
HoyleCohen
California
$542K +$9.27K +328 +2%
IA
838
IFG Advisory
Georgia
$541K -$130K -4,602 -19%
SG
839
Somerset Group
Minnesota
$541K
1IA
840
1834 Investment Advisors
Wisconsin
$539K +$1.41K +50 +0.3%
JF
841
JSF Financial
California
$539K +$46.4K +1,642 +9%
FPAS
842
Focus Partners Advisor Solutions
Missouri
$539K +$549K +19,416 New
SIAG
843
Safeguard Investment Advisory Group
California
$538K -$29.2K -1,032 -5%
TB
844
Treynor Bancshares
Iowa
$536K +$545K +19,306 New
MIM
845
Marco Investment Management
Georgia
$533K +$43.5K +1,540 +9%
LFAS
846
Level Four Advisory Services
Texas
$532K +$542K +19,176 New
ECG
847
EPIQ Capital Group
California
$523K +$6.72K +238 +1%
LCP
848
Legacy Capital Partners
Wisconsin
$522K +$141K +5,000 +36%
YIA
849
YHB Investment Advisors
Connecticut
$519K -$46.6K -1,650 -8%
MFG
850
Menard Financial Group
Texas
$519K +$9.83K +348 +2%

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.