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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
AWM
901
Altavista Wealth Management
North Carolina
$450K +$7.35K +260 +2%
PIA
902
Powell Investment Advisors
Florida
$447K +$31.3K +1,106 +7%
AWA
903
Arete Wealth Advisors
Illinois
$446K +$177K +6,256 +66%
VM
904
VPR Management
Texas
$444K
BHIC
905
Bassett Hargrove Investment Counsel
Delaware
$443K
HCMT
906
Highland Capital Management (Tennessee)
Tennessee
$439K -$22.6K -800 -5%
BOM
907
Bank of Marin
California
$438K -$8.48K -300 -2%
MAC
908
Mason & Associates (California)
California
$437K +$445K +15,750 New
HVP
909
Hudson Value Partners
Florida
$436K +$25.4K +900 +6%
S
910
SignatureFD
Georgia
$436K +$317K +11,212 +249%
HH
911
Hilltop Holdings
Texas
$435K -$6.29M -222,636 -93%
AC
912
Anson Capital
Georgia
$434K +$471K +16,660 New
PCM
913
Prelude Capital Management
New York
$432K -$62.7K -2,218 -12%
ATFA
914
All Terrain Financial Advisors
Minnesota
$432K -$25.3K -896 -5%
QPWM
915
Quadrant Private Wealth Management
Pennsylvania
$432K +$440K +15,564 New
P
916
&Partners
Tennessee
$431K +$108K +3,830 +33%
WBCM
917
Wilson & Boucher Capital Management
California
$431K +$438K +15,518 New
SWM
918
Silverlake Wealth Management
Vermont
$428K +$436K +15,434 New
KFA
919
Kelleher Financial Advisors
New York
$425K -$353K -12,500 -45%
Neuberger Berman Group
920
Neuberger Berman Group
New York
$425K -$16.4K -580 -4%
EWM
921
Executive Wealth Management
Michigan
$425K +$182K +6,442 +73%
BWM
922
Birchcreek Wealth Management
Ohio
$424K -$160K -5,650 -27%
E
923
Ergoteles
New York
$424K +$431K +15,270 New
DCM
924
Dimension Capital Management
Florida
$423K -$166K -5,888 -28%
KCM
925
Kanawha Capital Management
Virginia
$423K -$2.54K -90 -0.6%

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.