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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
GWA
1101
GGM Wealth Advisors
Maryland
$235K +$1.13K +40 +0.5%
MCWS
1102
McKinley Carter Wealth Services
West Virginia
$234K -$13.7K -486 -5%
EFS
1103
Essex Financial Services
Connecticut
$234K -$509 -18 -0.2%
GAG
1104
GM Advisory Group
New York
$233K +$237K +8,382 New
JSW
1105
Journey Strategic Wealth
New Jersey
$233K +$237K +8,386 New
LRIA
1106
Leonard Rickey Investment Advisors
Washington
$233K +$237K +8,386 New
BCV
1107
Banque Cantonale Vaudoise
Switzerland
$232K +$105K +3,714 +80%
OPWM
1108
Oxinas Partners Wealth Management
Indiana
$232K +$236K +8,352 New
GEA
1109
Glen Eagle Advisors
New Jersey
$230K +$61.3K +2,170 +35%
MCA
1110
Magnolia Capital Advisors
Mississippi
$228K -$3.39K -120 -1%
NAS
1111
Nicolet Advisory Services
Wisconsin
$228K +$848 +30 +0.4%
AF
1112
Apexium Financial
Texas
$228K +$13.5K +478 +6%
BMCM
1113
Bryn Mawr Capital Management
Pennsylvania
$226K
GW
1114
GW & Wade
Massachusetts
$226K +$9.27K +328 +4%
CBFP
1115
Cedar Brook Financial Partners
Ohio
$225K -$99.8K -3,532 -30%
GC
1116
GFG Capital
Florida
$223K +$227K +8,032 New
AP
1117
Advisors Preferred
Maryland
$222K +$219K +7,762 New
KFI
1118
Key Financial Inc
Pennsylvania
$220K +$2.32K +82 +1%
SWP
1119
Strategic Wealth Partners
Ohio
$220K +$224K +7,928 New
VWM
1120
Valley Wealth Managers
New Jersey
$217K
CHC
1121
City Holding Co
West Virginia
$216K +$110K +3,910 +178%
KWM
1122
Keebeck Wealth Management
Illinois
$216K +$220K +7,782 New
WB
1123
WesBanco Bank
West Virginia
$213K +$217K +7,678 New
PMAM
1124
Picton Mahoney Asset Management
Ontario, Canada
$211K -$17K -600 -7%
AWM
1125
Aspire Wealth Management
Massachusetts
$211K +$215K +7,592 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.