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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
SIC
926
Salem Investment Counselors
North Carolina
$700K +$36.2K +1,044 +6%
FA
927
Flagstar Advisors
New York
$700K +$323K +9,314 +103%
EWM
928
Edge Wealth Management
New York
$698K -$224K -6,470 -26%
GEA
929
Glen Eagle Advisors
New Jersey
$695K +$343K +9,904 +119%
WCG
930
Weaver Consulting Group
California
$695K -$15.1K -436 -2%
CHJWM
931
Carlton Hofferkamp & Jenks Wealth Management
Texas
$693K +$139 +4 +0%
AFM
932
Andesa Financial Management
Pennsylvania
$692K
PFBT
933
Parkside Financial Bank & Trust
Missouri
$688K
SWM
934
Scissortail Wealth Management
Oklahoma
$688K +$600K +17,332 New
BOM
935
Bank of Marin
California
$687K +$76.5K +2,208 +14%
CTI
936
Community Trust & Investment
Kentucky
$686K
YIA
937
YHB Investment Advisors
Connecticut
$685K -$27.6K -798 -4%
PWM
938
Purus Wealth Management
California
$685K +$620K +17,910 New
PFA
939
Pathway Financial Advisors
Vermont
$684K
IGWM
940
ICA Group Wealth Management
Colorado
$682K +$529K +15,264 New
PWMAG
941
Pinnacle Wealth Management Advisory Group
New Jersey
$676K +$88.3K +2,550 +17%
AI
942
AXS Investments
New York
$673K -$349K -10,070 -36%
AWA
943
Alta Wealth Advisors
Massachusetts
$673K +$610K +17,610 New
LAM
944
LifePro Asset Management
California
$672K +$166K +4,784 +37%
CFG
945
Cooper Financial Group
California
$671K +$201K +5,796 +49%
GGS
946
Galvin Gaustad & Stein
Arizona
$670K +$10.8K +312 +2%
TI
947
tru Independence
Oregon
$669K -$8.24K -238 -1%
S
948
SignatureFD
Georgia
$669K +$61.8K +1,784 +11%
AWMS
949
Advocacy Wealth Management Services
Georgia
$667K -$5.98M -172,560 -91%
LWP
950
Lumature Wealth Partners
Georgia
$667K -$94.1K -2,716 -13%

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.