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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
VCM
1126
Viewpoint Capital Management
Washington
$211K +$215K +7,600 New
CFN
1127
Cordasco Financial Network
Florida
$208K
OLA
1128
Oliver Luxxe Assets
New Jersey
$208K +$212K +7,498 New
KHLMTHM
1129
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$206K +$209K +7,406 New
PCA
1130
Peddock Capital Advisors
Massachusetts
$206K +$210K +7,440 New
HCM
1131
Horrell Capital Management
Arkansas
$205K
RG
1132
Retirement Group
California
$205K +$47.9K +1,696 +30%
TH
1133
TCTC Holdings
Texas
$205K +$55.9K +1,980 +37%
C
1134
Certuity
Florida
$204K -$84.3K -2,982 -29%
CA
1135
Cornerstone Advisory
Maryland
$204K +$208K +7,360 New
Betterment LLC
1136
Betterment LLC
New York
$203K +$206K +7,308 New
PWM
1137
PBMares Wealth Management
Virginia
$203K +$207K +7,314 New
CT
1138
Cambridge Trust
Massachusetts
$202K +$205K +7,266 New
RF
1139
RHS Financial
California
$201K -$25.4K -900 -11%
HI
1140
Hudock Inc
Pennsylvania
$201K +$71.5K +2,530 +54%
VCM
1141
Virtue Capital Management
Tennessee
$201K +$205K +7,246 New
WCM
1142
WealthBridge Capital Management
Ohio
$200K -$80.3K -2,842 -28%
MCM
1143
MV Capital Management
Maryland
$199K +$2.32K +82 +1%
RCA
1144
Riverview Capital Advisers
Massachusetts
$198K +$202K +7,140 New
SMA
1145
Sage Mountain Advisors
Georgia
$195K +$565 +20 +0.3%
AWA
1146
Aquire Wealth Advisors
Utah
$192K +$196K +6,936 New
AWM
1147
Activest Wealth Management
Florida
$188K +$122K +4,308 +176%
RIM
1148
Rockbridge Investment Management
New York
$187K -$1.41K -50 -0.7%
ACA
1149
Aptus Capital Advisors
Alabama
$180K +$14.1K +500 +8%
CFB
1150
Cullen/Frost Bankers
Texas
$174K -$113K -3,992 -39%

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.