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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
EIA
901
Eldridge Investment Advisors
New Hampshire
$762K +$691K +19,950 New
PWP
902
Pursue Wealth Partners
California
$759K +$173K +5,000 +34%
GCP
903
Gill Capital Partners
Colorado
$757K -$227K -6,568 -25%
MAG
904
Mayfair Advisory Group
Alabama
$755K +$22.7K +656 +3%
FPAS
905
Focus Partners Advisor Solutions
Missouri
$752K +$8.17K +236 +1%
WBCM
906
Wilson & Boucher Capital Management
California
$750K +$142K +4,108 +26%
MIM
907
Marco Investment Management
Georgia
$748K +$11.8K +342 +2%
CSPAM
908
Cary Street Partners Asset Management
Virginia
$746K +$42.1K +1,216 +7%
WG
909
Winton Group
United Kingdom
$745K -$16.9M -488,802 -96%
SG
910
Somerset Group
Minnesota
$745K
PG
911
Proffitt & Goodson
Tennessee
$744K -$40.5K -1,168 -6%
KTA
912
Keeley-Teton Advisors
Illinois
$744K +$674K +19,474 New
BTWM
913
Baker Tilly Wealth Management
Wisconsin
$740K -$262K -7,560 -28%
Fiera Capital (Canada)
914
Fiera Capital (Canada)
Quebec, Canada
$739K +$670K +19,344 New
PTP
915
Platform Technology Partners
New York
$738K +$180K +5,208 +37%
SSG
916
Summit Securities Group
New York
$726K -$7.75M -223,800 -92%
AR
917
Advisory Research
Illinois
$725K -$78.1K -2,254 -11%
SWM
918
Silverlake Wealth Management
Vermont
$721K +$119K +3,426 +22%
AWA
919
Aaron Wealth Advisors
Illinois
$720K +$3.81M +110,072 New
LCP
920
Legacy Capital Partners
Wisconsin
$719K
LDB
921
Lee, Danner & Bass
Tennessee
$708K +$11.4K +330 +2%
TCM
922
Towercrest Capital Management
Pennsylvania
$705K
VPW
923
Vericrest Private Wealth
Pennsylvania
$705K
IC
924
Intersect Capital
California
$703K +$122K +3,528 +24%
DWMG
925
DB Wealth Management Group
California
$702K +$636K +18,370 New

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.