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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
RFN
1051
Redwood Financial Network
Ohio
$473K +$428K +12,362 New
CWA
1052
Centennial Wealth Advisory
Michigan
$471K +$67.5K +1,950 +19%
PT
1053
Plimoth Trust
Massachusetts
$469K +$33.5K +968 +9%
CCG
1054
Coastwise Capital Group
California
$469K +$425K +12,268 New
MCA
1055
MSH Capital Advisors
Arizona
$465K +$422K +12,170 New
PIA
1056
Pinion Investment Advisors
Kansas
$465K -$5.96K -172 -1%
PAMP
1057
Polar Asset Management Partners
Ontario, Canada
$464K +$420K +12,132 New
IF
1058
Integrity Financial
Wyoming
$463K -$10.9K -316 -3%
LA
1059
Latitude Advisors
Florida
$459K -$76.8K -2,218 -16%
BFS
1060
Bard Financial Services
Connecticut
$459K +$49.2K +1,420 +13%
WJWM
1061
Williams Jones Wealth Management
New York
$454K +$412K +11,888 New
AAM
1062
Augustine Asset Management
Florida
$453K -$79.3K -2,290 -16%
SVWAG
1063
Sound View Wealth Advisors Group
Georgia
$452K +$79.2K +2,288 +24%
HGERS
1064
Householder Group Estate & Retirement Specialist
Arizona
$451K +$74.9K +2,162 +22%
AWM
1065
Avior Wealth Management
Nebraska
$449K +$338K +9,746 +482%
CCM
1066
Cox Capital Management
Massachusetts
$448K +$831 +24 +0.2%
JAG
1067
Journey Advisory Group
Kentucky
$447K +$6.93K +200 +2%
CAN
1068
Claraphi Advisory Network
United States
$445K +$403K +11,642 New
FFA
1069
First Foundation Advisors
California
$445K +$404K +11,652 New
CFC
1070
Client First Capital
California
$441K -$6.21M -179,242 -94%
BWM
1071
Birchcreek Wealth Management
Ohio
$441K -$130K -3,762 -25%
AGA
1072
Arkos Global Advisors
Texas
$441K +$48.1K +1,388 +14%
LC
1073
Lindbrook Capital
California
$441K +$389K +11,226 +3,553%
NF
1074
Nikulski Financial
Iowa
$440K -$11.8K -340 -3%
WHC
1075
Wulff, Hansen & Co
California
$440K

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.