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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
UFF
1176
USA Financial Formulas
Michigan
$105K -$41.5K -1,470 -28%
TCM
1177
Tradewinds Capital Management
Washington
$105K +$57 +2 +0.1%
ACM
1178
Antonetti Capital Management
Florida
$104K -$15K -530 -12%
BWM
1179
Baystate Wealth Management
Massachusetts
$102K -$7.97K -282 -7%
GLLW
1180
Graves Light Lenhart Wealth
Virginia
$97K +$170 +6 +0.2%
NIC
1181
Northwest Investment Counselors
Oregon
$96K +$97.3K +3,444 New
TWA
1182
TCI Wealth Advisors
Arizona
$92K -$5.48K -194 -6%
PA
1183
PSI Advisors
Florida
$89K -$41.5K -1,468 -31%
GI
1184
Gradient Investments
Minnesota
$88K -$28K -990 -24%
KPCM
1185
Kings Point Capital Management
New York
$87K
RP
1186
Rice Partnership
Hawaii
$85K +$86.3K +3,056 New
WAS
1187
Winch Advisory Services
Wisconsin
$84K +$5.2K +184 +6%
LWCFA
1188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K
CWS
1189
Confluence Wealth Services
Pennsylvania
$83K +$84.7K +2,998 New
WPWM
1190
Western Pacific Wealth Management
Illinois
$83K +$84.8K +3,000 New
CMBA
1191
C.M. Bidwell & Associates
Hawaii
$82K +$113 +4 +0.1%
COCM
1192
Charter Oak Capital Management
New Hampshire
$82K +$2.66K +94 +3%
AW
1193
Alaethes Wealth
Nevada
$81K +$5.37K +190 +7%
OA
1194
Operose Advisors
Wisconsin
$79K +$80.2K +2,840 New
CA
1195
Clearstead Advisors
Ohio
$78K -$23.7K -840 -23%
MWC
1196
MBM Wealth Consultants
Missouri
$78K
TIM
1197
Tevis Investment Management
Texas
$77K +$78.2K +2,768 New
AW
1198
Avion Wealth
Texas
$73K +$57 +2 +0.1%
CBT
1199
Central Bank & Trust
Kentucky
$71K -$22K -778 -23%
C
1200
Covestor
United Kingdom
$70K +$71.3K +2,522 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.