We are live on ! Find out more
XLE icon

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
OCPWS
876
One Charles Private Wealth Services
Massachusetts
$482K -$61.9K -2,192 -11%
KLCM
877
KG&L Capital Management
Louisiana
$482K +$31.6K +1,118 +7%
SIC
878
Salem Investment Counselors
North Carolina
$480K +$367K +12,990 +303%
KIG
879
Kessler Investment Group
Indiana
$479K -$64.9K -2,296 -12%
GGS
880
Galvin Gaustad & Stein
Arizona
$478K -$477K -16,882 -50%
TCB
881
Texas Capital Bancshares
Texas
$478K -$82.4K -2,916 -14%
MC
882
Moors & Cabot
Massachusetts
$476K +$107K +3,772 +28%
WJA
883
Willis Johnson & Associates
Texas
$473K +$57.4K +2,032 +14%
CWM
884
Cornerstone Wealth Management
Missouri
$473K +$78K +2,760 +19%
WA
885
Wealthstar Advisors
Texas
$471K +$221K +7,804 +85%
JSAM
886
J. Safra Asset Management
New York
$470K +$1.11M +39,208 +301%
AAS
887
Annex Advisory Services
Wisconsin
$468K +$220K +7,790 +86%
CCM
888
Chiron Capital Management
Florida
$466K -$107K -3,794 -18%
CAAS
889
Capital Asset Advisory Services
Michigan
$466K +$138K +4,888 +41%
CFAM
890
Center For Asset Management
Florida
$461K +$469K +16,614 New
ST
891
Spinnaker Trust
Maine
$460K
GWSG
892
GPS Wealth Strategies Group
Colorado
$459K -$3.33K -118 -0.7%
DIP
893
DT Investment Partners
Pennsylvania
$459K
WIC
894
Woodmont Investment Counsel
Tennessee
$458K
SL
895
Stevard LLC
Illinois
$458K +$43.9K +1,552 +10%
CIM
896
Contravisory Investment Management
Massachusetts
$458K +$75.7K +2,680 +19%
SMC
897
Smith, Moore & Co
Missouri
$456K +$20.3K +718 +5%
IFAM
898
Institutional & Family Asset Management
Colorado
$456K +$38.9K +1,378 +9%
SWM
899
SeaCrest Wealth Management
New York
$453K +$86.5K +3,060 +23%
CG
900
Caprock Group
Idaho
$451K +$460K +16,264 New

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.