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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
PI
1151
PineBridge Investments
New York
$173K
Amundi
1152
Amundi
France
$170K +$153K +5,400 New
WB
1153
Webster Bank
Connecticut
$164K +$56.5K +2,000 +51%
AIM
1154
Anchor Investment Management
South Carolina
$161K +$2.43K +86 +2%
CSWM
1155
Cassady Schiller Wealth Management
Ohio
$161K +$164K +5,810 New
BDWM
1156
Brewin Dolphin Wealth Management
Ireland
$158K
FMII
1157
Farmers & Merchants Investments Inc
Nebraska
$154K +$7.91K +280 +5%
HFS
1158
Horizon Financial Services
North Carolina
$154K +$55.7K +1,972 +55%
CC
1159
Cassaday & Co
Virginia
$151K -$11.9K -420 -7%
SWM
1160
Sugarloaf Wealth Management
Georgia
$149K +$31.1K +1,100 +26%
AA
1161
AlphaCentric Advisors
Puerto Rico
$148K -$61.3K -2,168 -29%
FP
1162
Financial Perspectives
Minnesota
$148K +$1.92K +68 +1%
Daiwa Securities Group
1163
Daiwa Securities Group
Japan
$139K -$22.6K -800 -14%
MCC
1164
Money Concepts Capital
Florida
$138K +$140K +4,972 New
OSAM
1165
O'Shaughnessy Asset Management
Connecticut
$134K +$41.1K +1,456 +43%
CFO
1166
CVA Family Office
Colorado
$133K
NF
1167
Norwood Financial
Pennsylvania
$131K +$133K +4,710 New
PCMC
1168
Paragon Capital Management (Colorado)
Colorado
$129K +$131K +4,644 New
CCM
1169
Chilton Capital Management
Texas
$127K +$129K +4,574 New
HBT
1170
Hills Bank & Trust
Iowa
$126K +$129K +4,554 New
OFG
1171
Oxford Financial Group
Indiana
$123K +$80.2K +2,838 +176%
ASBI
1172
American State Bank (Iowa)
Iowa
$119K
WT
1173
Washington Trust
Rhode Island
$115K +$4.8K +170 +4%
OIA
1174
Optimum Investment Advisors
Illinois
$112K -$53K -1,874 -32%
WOSD
1175
WFA of San Diego
California
$112K +$114K +4,040 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.