We are live on ! Find out more
XLE icon

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
WE
851
Wealth Effects
Massachusetts
$850K +$284K +8,208 +59%
CWM
852
Chesapeake Wealth Management
Virginia
$848K +$24K +694 +3%
AR
853
Apeiron RIA
Texas
$839K -$123K -3,552 -14%
CPA
854
Court Place Advisors
Maryland
$834K
JWA
855
JFS Wealth Advisors
Pennsylvania
$834K +$35.9K +1,036 +5%
CIC
856
Carnegie Investment Counsel
Ohio
$829K +$19.4K +560 +3%
WP
857
WealthPLAN Partners
Nebraska
$827K +$138K +3,996 +22%
WIM
858
WealthPlan Investment Management
Nebraska
$827K +$762K +22,014 New
SAM
859
Strategy Asset Managers
California
$826K +$374K +10,784 +100%
GIM
860
Goelzer Investment Management
Indiana
$825K -$18.6K -536 -2%
SBH
861
Segall Bryant & Hamill
Illinois
$825K +$747K +21,566 New
CFG
862
Citizens Financial Group
Rhode Island
$824K -$1.4M -40,396 -65%
JCM
863
Jacobi Capital Management
Pennsylvania
$824K -$142K -4,100 -16%
HNWAG
864
High Net Worth Advisory Group
Florida
$824K -$39.1K -1,130 -5%
PCA
865
Personal Capital Advisors
California
$820K -$275K -7,940 -27%
TFA
866
Teamwork Financial Advisors
Texas
$818K -$71.3K -2,058 -9%
First Manhattan
867
First Manhattan
New York
$815K -$8.8K -254 -1%
BFA
868
Beacon Financial Advisory
Ohio
$815K +$45.5K +1,314 +7%
KPCM
869
Kings Point Capital Management
New York
$812K +$627K +18,108 +577%
RMC
870
Resources Management Corp
Connecticut
$810K -$53.1K -1,532 -7%
CAG
871
Csenge Advisory Group
Florida
$807K +$281K +8,104 +62%
NB
872
Northwest Bancshares
Pennsylvania
$806K -$90.7K -2,618 -11%
CPIG
873
Chicago Partners Investment Group
Illinois
$806K +$12.5K +362 +2%
BCP
874
Berkeley Capital Partners
Georgia
$804K -$6.93K -200 -0.9%
WA
875
Wealthstar Advisors
Texas
$801K +$122K +3,514 +21%

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.