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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
BCP
76
Blue Chip Partners
Michigan
$24.4M +$425K +15,042 +2%
AIL
77
AGF Investments LLC
Ontario, Canada
$24.1M +$16.2M +572,952 +194%
AII
78
AGF Investments Inc
Ontario, Canada
$24.1M +$16.2M +572,868 +194%
TAM
79
Tocqueville Asset Management
New York
$24M +$32.8K +1,160 +0.1%
ARC
80
Advisor Resource Council
Texas
$23.6M +$18.3M +646,178 +315%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$23.4M -$1.61M -56,916 -6%
PI
82
Putnam Investments
Massachusetts
$23.4M
EW
83
Evoke Wealth
California
$23.3M +$23.2M +819,576 +3,874%
PAG
84
Private Advisor Group
New Jersey
$23.3M -$8.65M -306,154 -27%
MERSOM
85
Municipal Employees' Retirement System of Michigan
Michigan
$23M +$1.63M +57,776 +7%
CTC (Chicago Trading Company)
86
CTC (Chicago Trading Company)
Illinois
$22.6M +$23M +815,052 New
CA
87
Cornerstone Advisors
North Carolina
$22.4M
AWM
88
AE Wealth Management
Kansas
$22.4M +$5.47M +193,418 +32%
AA
89
ALPS Advisors
Colorado
$20M -$844K -29,870 -4%
MW
90
Marks Wealth
Maryland
$19.5M +$9.14M +323,378 +85%
Lido Advisors
91
Lido Advisors
California
$19.3M +$217K +7,684 +1%
MWM
92
Meridian Wealth Management
Kentucky
$18.9M -$208K -7,368 -1%
CAN
93
Cetera Advisor Networks
California
$18.4M +$5.76M +203,726 +44%
CWM
94
Cadence Wealth Management
Massachusetts
$18.4M -$3.2M -113,172 -15%
MML Investors Services
95
MML Investors Services
Massachusetts
$18.1M +$682K +24,136 +4%
CA
96
Cumberland Advisors
Florida
$17.8M +$339K +12,000 +2%
HWA
97
HCR Wealth Advisors
California
$17.8M -$6.78M -240,004 -27%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$17.7M +$17M +600,000 +1,606%
RIG
99
RiverFront Investment Group
Virginia
$17.6M +$559K +19,788 +3%
HF
100
HRT Financial
New York
$17.5M +$12.3M +436,842 +227%

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.