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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
CWM
951
C2C Wealth Management
Arizona
$391K +$398K +14,080 New
PTP
952
Platform Technology Partners
New York
$391K +$399K +14,104 New
RFO
953
RiverGlades Family Offices
Florida
$389K +$39.8K +1,410 +11%
WE
954
Wealth Effects
Massachusetts
$389K +$396K +14,020 New
IFS
955
Ifrah Financial Services
Arkansas
$386K -$344K -12,184 -47%
BOTW
956
Bank of the West
California
$383K +$34.1K +1,208 +10%
Jones Financial Companies
957
Jones Financial Companies
Missouri
$376K +$43.9K +1,554 +13%
XS
958
XR Securities
Illinois
$376K +$382K +13,532 New
AG
959
Ascent Group
Virginia
$374K +$339K +11,984 New
SAF
960
Smith Anglin Financial
Texas
$371K +$377K +13,356 New
CWM
961
Cedar Wealth Management
California
$370K +$172K +6,100 +84%
MCCP
962
Mission Creek Capital Partners
California
$369K -$565 -20 -0.2%
PP
963
Patron Partners
Texas
$368K -$115K -4,080 -24%
AWM
964
Atticus Wealth Management
Florida
$368K -$13.4K -474 -3%
SBIA
965
Sheaff Brock Investment Advisors
Indiana
$365K -$170 -6 -0%
OWA
966
Octavia Wealth Advisors
Ohio
$365K +$372K +13,166 New
JFG
967
JMG Financial Group
Illinois
$363K +$1.92K +68 +0.5%
MRC
968
Millburn Ridgefield Corp
New York
$362K -$687K -24,300 -65%
FRM
969
Fox Run Management
Connecticut
$361K -$2.25M -79,800 -86%
BBA
970
BLB&B Advisors
Pennsylvania
$361K -$2.32K -82 -0.6%
PB
971
Pinnacle Bancorp
Nebraska
$361K
SCM
972
Southport Capital Management
Tennessee
$358K +$6.55K +232 +2%
LG
973
Leuthold Group
Minnesota
$358K +$365K +12,906 New
SFA
974
Source Financial Advisors
New York
$357K -$12.1K -428 -3%
CAG
975
Csenge Advisory Group
Florida
$357K +$368K +13,018 New

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.