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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
ACM
1076
Alpha Capital Management
Texas
$440K +$901 +26 +0.2%
SAM
1077
Strategic Asset Management
Minnesota
$439K -$128K -3,688 -24%
FFG
1078
Frisch Financial Group
New York
$438K -$24.6K -710 -6%
BPWM
1079
Badgley Phelps Wealth Managers
Washington
$438K +$397K +11,470 New
ECA
1080
Elevated Capital Advisors
Utah
$436K +$395K +11,402 New
BHIC
1081
Bassett Hargrove Investment Counsel
Delaware
$435K
OWA
1082
Octavia Wealth Advisors
Ohio
$433K -$63.4K -1,830 -14%
APW
1083
Acima Private Wealth
Virginia
$432K -$13.2K -380 -3%
MMG
1084
Monetary Management Group
Missouri
$432K -$3.46K -100 -0.9%
TW
1085
Towerpoint Wealth
California
$432K
FMN
1086
Financial Management Network
California
$430K +$20K +578 +5%
RIA
1087
RPG Investment Advisory
California
$427K -$21.8K -628 -5%
Betterment LLC
1088
Betterment LLC
New York
$426K +$133K +3,846 +53%
BMWM
1089
Brown Miller Wealth Management
Virginia
$426K +$386K +11,136 New
CM
1090
Crestline Management
Texas
$423K +$383K +11,068 New
SWM
1091
Southern Wealth Management
Texas
$423K +$384K +11,080 New
CRCM
1092
Corbett Road Capital Management
Virginia
$422K +$383K +11,048 New
CAM
1093
Concorde Asset Management
Michigan
$421K -$590K -17,028 -61%
RW
1094
REDW Wealth
New Mexico
$421K +$381K +11,006 New
BA
1095
Bluesphere Advisors
Pennsylvania
$421K +$381K +11,012 New
GIA
1096
Guyasuta Investment Advisors
Pennsylvania
$419K +$32.1K +928 +9%
CG
1097
Colony Group
Massachusetts
$418K -$42K -1,212 -10%
RWA
1098
Roberts Wealth Advisors
California
$416K -$12.5K -362 -3%
SWA
1099
SFMG Wealth Advisors
Texas
$416K +$377K +10,882 New
IAS
1100
Investment Advisory Services
Texas
$415K +$554 +16 +0.1%

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.