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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
SCG
1076
Sonata Capital Group
Washington
$257K +$6.05K +214 +2%
IDA
1077
Intelligence Driven Advisers
California
$255K +$221K +7,806 New
ECG
1078
Edge Capital Group
Georgia
$253K -$509 -18 -0.2%
IWA
1079
Intercontinental Wealth Advisors
Texas
$253K +$258K +9,128 New
GFP
1080
Gryphon Financial Partners
Ohio
$252K +$27.6K +976 +12%
ISB
1081
Iowa State Bank
Iowa
$251K -$5.65K -200 -2%
FA
1082
Flagstar Advisors
New York
$250K +$226K +8,016 +797%
CPP
1083
Capasso Planning Partners
South Carolina
$250K +$254K +9,000 New
NCM
1084
Narwhal Capital Management
Georgia
$250K +$254K +9,000 New
Deutsche Bank
1085
Deutsche Bank
Germany
$248K -$928K -32,852 -79%
IFA
1086
Interactive Financial Advisors
Illinois
$247K -$55K -1,948 -18%
CFA
1087
Carroll Financial Associates
North Carolina
$247K +$2.77K +98 +1%
CCM
1088
Ciovacco Capital Management
Georgia
$246K +$11.6K +410 +5%
NC
1089
NovaPoint Capital
Georgia
$245K +$249K +8,822 New
BPM
1090
Bowling Portfolio Management
Ohio
$244K
MG
1091
Mather Group
Illinois
$244K +$5.65K +200 +2%
FWIA
1092
Fort Washington Investment Advisors
Ohio
$243K
Wealth Enhancement Advisory Services
1093
Wealth Enhancement Advisory Services
Minnesota
$241K +$203K +7,202 New
IWN
1094
Independent Wealth Network
Iowa
$241K +$245K +8,670 New
MSAM
1095
Moloney Securities Asset Management
Missouri
$240K +$244K +8,638 New
MCWA
1096
Meadow Creek Wealth Advisors
Georgia
$239K +$244K +8,630 New
MWM
1097
Modera Wealth Management
New Jersey
$238K -$5.03K -178 -2%
JFGIW
1098
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K
ACP
1099
Arcus Capital Partners
Georgia
$236K +$240K +8,488 New
PG
1100
Patten Group
Tennessee
$236K +$241K +8,514 New

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.