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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
SIC
1051
Schwartz Investment Counsel
Michigan
$278K
EL
1052
EMFO LLC
Florida
$278K +$283K +10,000 New
SAM
1053
SignalPoint Asset Management
Missouri
$276K +$26.6K +942 +10%
DG
1054
Doman Group
New York
$272K +$277K +9,798 New
HFA
1055
High Falls Advisors
New York
$272K +$277K +9,810 New
IC
1056
IEQ Capital
California
$270K -$409K -14,462 -60%
RTS
1057
Round Table Services
New Jersey
$270K +$37.5K +1,328 +16%
MIAS
1058
Mason Investment Advisory Services
Virginia
$268K +$273K +9,670 New
SIC
1059
Shoker Investment Counsel
Ohio
$268K -$33.7K -1,192 -11%
BFG
1060
Bouchey Financial Group
New York
$268K
HGERS
1061
Householder Group Estate & Retirement Specialist
Arizona
$268K +$273K +9,648 New
DWP
1062
Destiny Wealth Partners
Florida
$268K +$273K +9,660 New
SVWAG
1063
Sound View Wealth Advisors Group
Georgia
$265K -$55.2K -1,954 -17%
SF
1064
Symphony Financial
Texas
$265K +$260K +9,218 New
CH
1065
Canton Hathaway
Rhode Island
$265K +$270K +9,546 New
PGAM
1066
Princeton Global Asset Management
New Jersey
$264K
PWM
1067
PRW Wealth Management
Massachusetts
$264K +$40.7K +1,440 +18%
SFP
1068
Shepherd Financial Partners
Massachusetts
$263K +$1.47K +52 +0.6%
BAAM
1069
Baker Avenue Asset Management
California
$263K +$30.1K +1,064 +13%
SAM
1070
Secure Asset Management
Michigan
$263K +$268K +9,480 New
HCM
1071
Hengehold Capital Management
Ohio
$262K +$791 +28 +0.3%
NWM
1072
Northwest Wealth Management
Iowa
$261K +$113 +4 +0%
FCM
1073
Firestone Capital Management
Florida
$260K -$84.7K -2,996 -24%
LL
1074
LPWM LLC
Minnesota
$257K
ATC
1075
Argent Trust Co
Tennessee
$257K +$3.39K +120 +1%

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.