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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
RWB
851
RMR Wealth Builders
New Jersey
$519K +$106K +3,734 +25%
WCG
852
Weaver Consulting Group
California
$516K +$57.2K +2,026 +12%
RIA
853
Realta Investment Advisors
Delaware
$513K +$31K +1,096 +6%
TCM
854
Towercrest Capital Management
Pennsylvania
$512K
VPW
855
Vericrest Private Wealth
Pennsylvania
$512K +$521K +18,448 New
EHC
856
Everett Harris & Co
California
$509K +$22.6K +800 +5%
DI
857
Diligent Investors
California
$509K +$146K +5,150 +39%
CFCI
858
Comprehensive Financial Consultants Institutional
Indiana
$509K +$418K +14,786 New
WIA
859
World Investment Advisors
California
$509K +$420K +14,876 New
CSPAM
860
Cary Street Partners Asset Management
Virginia
$508K +$517K +18,312 New
GSWM
861
Golden State Wealth Management
California
$506K -$8.19K -290 -2%
EWM
862
Endurance Wealth Management
Rhode Island
$506K -$5.59K -198 -1%
LDB
863
Lee, Danner & Bass
Tennessee
$505K -$1.12M -39,528 -68%
AFM
864
Andesa Financial Management
Pennsylvania
$502K +$69.8K +2,470 +16%
AMIM
865
Aull & Monroe Investment Management
Alabama
$500K
PFBT
866
Parkside Financial Bank & Trust
Missouri
$500K +$508K +17,968 +47,284%
WA
867
WESPAC Advisors
California
$499K -$2.78M -98,488 -85%
CTI
868
Community Trust & Investment
Kentucky
$498K
MC
869
Mathes Company
New York
$494K -$28.3K -1,000 -5%
AFS
870
AFG Fiduciary Services
Massachusetts
$494K +$503K +17,788 New
TI
871
tru Independence
Oregon
$493K +$7.06K +250 +1%
PSUF
872
People's United Financial
Connecticut
$491K +$3.96K +140 +0.8%
CS
873
Capital Square
Tennessee
$489K -$140K -4,946 -23%
CMS
874
Capital Market Strategies
Florida
$488K +$497K +17,592 New
BOS
875
Bank of Stockton
California
$486K +$76K +2,690 +18%

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.