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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
BAM
1001
Berkshire Asset Management
Pennsylvania
$558K -$398K -11,484 -44%
SBIA
1002
Sheaff Brock Investment Advisors
Indiana
$558K +$49.8K +1,438 +11%
CT
1003
Chicago Trust
Illinois
$556K
CWM
1004
Cedar Wealth Management
California
$550K +$36.4K +1,050 +8%
LG
1005
Leuthold Group
Minnesota
$550K +$51.6K +1,490 +12%
B
1006
Bensler
Washington
$546K +$495K +14,288 New
TGAM
1007
TBH Global Asset Management
Tennessee
$545K +$73.6K +2,124 +18%
PCA
1008
Pallas Capital Advisors
Massachusetts
$544K -$191K -5,526 -29%
MC
1009
Mathes Company
New York
$543K -$125K -3,600 -20%
PWPS
1010
Pinnacle Wealth Planning Services
Ohio
$541K -$3.75M -108,400 -88%
GT
1011
Glenview Trust
Kentucky
$539K -$2.35K -68 -0.5%
OCPWS
1012
One Charles Private Wealth Services
Massachusetts
$537K -$114K -3,294 -19%
RHP
1013
Royal Harbor Partners
Texas
$537K -$3.39K -98 -0.7%
IFS
1014
Ifrah Financial Services
Arkansas
$534K +$2.49K +72 +0.5%
RFO
1015
RiverGlades Family Offices
Florida
$529K -$6.93K -200 -1%
OCM
1016
Objective Capital Management
Ohio
$528K +$71.6K +2,068 +18%
CTB
1017
Country Trust Bank
Illinois
$527K -$46.6K -1,346 -9%
AWM
1018
Avitas Wealth Management
California
$526K +$476K +13,756 New
HCP
1019
Hexagon Capital Partners
Arkansas
$525K -$26.5K -764 -5%
SFM
1020
Signet Financial Management
New Jersey
$523K -$453K -13,092 -49%
LNWWM
1021
Laird Norton Wetherby Wealth Management
California
$522K +$473K +13,670 New
MW
1022
Marcum Wealth
Ohio
$521K +$78.6K +2,268 +20%
CS
1023
Capital Square
Tennessee
$520K -$102K -2,948 -18%
PP
1024
Patron Partners
Texas
$519K +$10.8K +312 +2%
NR
1025
Newfound Research
Massachusetts
$517K +$469K +13,530 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.