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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
CCG
1101
Capital CS Group
California
$415K +$19.3K +556 +5%
JFGLC
1102
Johnson Financial Group LLC (Colorado)
Colorado
$414K
RCM
1103
RNC Capital Management
California
$413K -$115K -3,320 -24%
OAM
1104
Oppenheimer Asset Management
New York
$413K +$375K +10,818 New
AWC
1105
Adamsbrown Wealth Consultants
Kansas
$406K
LA
1106
Legacy Advisors
Pennsylvania
$405K +$367K +10,600 New
CFP
1107
Curran Financial Partners
South Carolina
$401K -$61.4K -1,772 -14%
SDAM
1108
Shulman DeMeo Asset Management
New York
$401K -$69 -2 -0%
MSAM
1109
Moloney Securities Asset Management
Missouri
$401K +$64.4K +1,860 +22%
OPCM
1110
Osborne Partners Capital Management
California
$400K -$135K -3,900 -27%
BOTW
1111
Bank of the West
California
$395K -$120K -3,452 -25%
IC
1112
IEQ Capital
California
$395K +$20.9K +602 +6%
SHGA
1113
Sand Hill Global Advisors
California
$394K
AIM
1114
Aspen Investment Management
Michigan
$394K +$357K +10,310 New
IA
1115
Insight Advisors
Pennsylvania
$393K -$457K -13,196 -56%
MGIA
1116
Moneta Group Investment Advisors
Missouri
$393K +$356K +10,282 New
GWS
1117
Glassman Wealth Services
Virginia
$389K +$69 +2 +0%
FSA
1118
Fort Sheridan Advisors
Illinois
$388K -$41.3K -1,192 -11%
SYBT
1119
Stock Yards Bank & Trust
Kentucky
$388K +$3.46K +100 +1%
MA
1120
MKT Advisors
California
$384K +$50.1K +1,446 +17%
BBL
1121
Beck Bode LLC
Massachusetts
$384K +$348K +10,052 New
KFP
1122
KMG Fiduciary Partners
Ohio
$382K
GCM
1123
Goldstream Capital Management
Hong Kong
$382K +$346K +10,000 New
SC
1124
Skylands Capital
Wisconsin
$382K +$346K +10,000 New
SAM
1125
SignalPoint Asset Management
Missouri
$381K -$139 -4 -0%

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.