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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
OMC
876
Overbrook Management Corp
New York
$801K +$726K +20,960 New
FFA
877
Fairfield Financial Advisors
Massachusetts
$801K +$725K +20,944 New
NB
878
NBT Bank
New York
$800K +$2.77K +80 +0.4%
MPPLM
879
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$800K +$725K +20,938 New
MAM
880
MMA Asset Management
Pennsylvania
$796K -$9.35K -270 -1%
MW
881
MBL Wealth
North Carolina
$796K +$722K +20,836 New
PP
882
Patten & Patten
Tennessee
$795K -$1.8K -52 -0.2%
JWBC
883
J.W. Burns & Co
New York
$794K +$39.8K +1,148 +6%
Allianz Asset Management
884
Allianz Asset Management
Germany
$792K -$284K -8,200 -28%
DI
885
Diligent Investors
California
$792K +$83.1K +2,400 +13%
WAAG
886
Wealth Alliance Advisory Group
Kansas
$790K +$281K +8,106 +64%
FPCP
887
Fort Point Capital Partners
California
$785K +$9.14K +264 +1%
LAM
888
L2 Asset Management
Massachusetts
$780K -$4.64M -133,990 -87%
9WM
889
9258 Wealth Management
Ohio
$780K -$58.5K -1,688 -8%
LWANC
890
Laurel Wealth Advisors (North Carolina)
North Carolina
$779K +$210K +6,072 +42%
PA
891
Procyon Advisors
Connecticut
$778K +$14.1K +406 +2%
WWP
892
WR Wealth Planners
Missouri
$777K +$704K +20,334 New
MSAGDF
893
Moneda SA Administradora General de Fondos
Chile
$777K
AWM
894
Aberdeen Wealth Management
Illinois
$776K -$3.46K -100 -0.5%
AW
895
ACG Wealth
Georgia
$773K -$1.97M -56,750 -74%
SQA
896
Simon Quick Advisors
New Jersey
$772K +$9.01K +260 +1%
BOS
897
Bank of Stockton
California
$772K +$92.8K +2,680 +15%
NC
898
NBW Capital
Massachusetts
$765K -$4.99K -144 -0.7%
AWS
899
AJ Wealth Strategies
New York
$764K
LGA
900
Lebenthal Global Advisors
New York
$763K -$10.6M -305,638 -94%

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.