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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
IC
926
Iconiq Capital
California
$423K +$5.42K +192 +1%
JIC
927
Joel Isaacson & Co
New York
$422K +$50.5K +1,788 +13%
SAM
928
Strategic Asset Management
Minnesota
$421K +$65.3K +2,310 +18%
PWMAG
929
Pinnacle Wealth Management Advisory Group
New Jersey
$420K +$7.06K +250 +2%
CTB
930
Country Trust Bank
Illinois
$420K +$31K +1,098 +8%
AIP
931
Ahrens Investment Partners
Louisiana
$420K +$103K +3,636 +32%
VAFP
932
Vahanian & Associates Financial Planning
New York
$418K +$426K +15,068 New
IC
933
Intersect Capital
California
$413K +$32.9K +1,164 +8%
FIA
934
Foundations Investment Advisors
Arizona
$410K +$38.7K +1,370 +12%
TWM
935
Titus Wealth Management
California
$409K -$45.8K -1,620 -10%
MIC
936
Meridian Investment Counsel
California
$406K +$14.1K +500 +4%
WPWM
937
Windward Private Wealth Management
Kansas
$405K -$112K -3,948 -21%
PWP
938
Pursue Wealth Partners
California
$405K +$413K +14,608 New
CT
939
Chicago Trust
Illinois
$404K -$8.14K -288 -2%
FH
940
FWG Holdings
Florida
$404K +$4.01K +142 +1%
BCA
941
Bay Colony Advisors
Massachusetts
$403K +$70.2K +2,484 +21%
HCP
942
Hexagon Capital Partners
Arkansas
$402K -$119K -4,212 -23%
OPCM
943
Osborne Partners Capital Management
California
$399K -$11.3K -400 -3%
LWANC
944
Laurel Wealth Advisors (North Carolina)
North Carolina
$397K +$42.4K +1,500 +12%
IP
945
Investment Partners
Ohio
$396K -$135K -4,774 -25%
LA
946
Latitude Advisors
Florida
$395K -$9.27K -328 -2%
GT
947
Glenview Trust
Kentucky
$393K -$124K -4,394 -24%
AAM
948
Augustine Asset Management
Florida
$393K +$64.7K +2,290 +19%
RHP
949
Royal Harbor Partners
Texas
$392K -$366K -12,962 -48%
RCM
950
RNC Capital Management
California
$392K +$114K +4,020 +40%

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.