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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
IAS
1026
Investment Advisory Services
Texas
$301K +$306K +10,832 New
SAM
1027
Strategy Asset Managers
California
$300K -$32.7K -1,156 -10%
PMA
1028
Prudent Man Advisors
Illinois
$296K +$301K +10,666 New
AWC
1029
Adamsbrown Wealth Consultants
Kansas
$295K +$300K +10,634 New
BFS
1030
Bard Financial Services
Connecticut
$294K -$18.4K -650 -6%
CWM
1031
Cranbrook Wealth Management
Michigan
$293K +$5.42K +192 +2%
SDAM
1032
Shulman DeMeo Asset Management
New York
$292K +$297K +10,504 New
OMC
1033
Old Mission Capital
Illinois
$292K +$297K +10,510 New
AF
1034
Arrow Financial
New York
$290K -$11.6K -410 -4%
SCM
1035
Sterneck Capital Management
Missouri
$290K -$4.35K -154 -1%
CWA
1036
Centennial Wealth Advisory
Michigan
$288K +$25.3K +894 +9%
SHGA
1037
Sand Hill Global Advisors
California
$286K
CCG
1038
Capital CS Group
California
$286K +$291K +10,302 New
PFSC
1039
Peoples Financial Services Corp
Pennsylvania
$284K +$22.6K +800 +9%
CRWM
1040
Castle Rock Wealth Management
California
$284K +$257K +9,102 New
GWS
1041
Glassman Wealth Services
Virginia
$283K
1WA
1042
180 Wealth Advisors
Washington
$283K +$5.93K +210 +2%
JGGDR
1043
JGP Global Gestao de Recursos
Brazil
$282K -$34.5M -1,220,256 -99%
AGA
1044
Arkos Global Advisors
Texas
$282K
MA
1045
MKT Advisors
California
$282K +$245K +8,656 New
SYBT
1046
Stock Yards Bank & Trust
Kentucky
$279K -$84.5K -2,992 -23%
HSA
1047
HBK Sorce Advisory
Pennsylvania
$279K +$13.6K +480 +5%
GIA
1048
Guyasuta Investment Advisors
Pennsylvania
$279K +$38.9K +1,378 +16%
DJSG
1049
D.J. St. Germain
Massachusetts
$278K -$309K -10,934 -52%
KFP
1050
KMG Fiduciary Partners
Ohio
$278K

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.