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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
WAM
1201
WFA Asset Management
Wisconsin
$69.8K +$71K +2,514 New
RCG
1202
Rock Creek Group
District of Columbia
$69K -$2.66K -94 -4%
PCFFS
1203
Pacific Center for Financial Services
California
$68K +$226 +8 +0.3%
ACK
1204
Andrew C. Karlinski
$68K +$69.2K +2,450 New
DSC
1205
Duncker Streett & Co
Missouri
$67K +$170 +6 +0.3%
FA
1206
Faithward Advisors
Pennsylvania
$67K +$58.8K +2,080 +608%
AIC
1207
Archer Investment Corporation
Indiana
$66.2K +$678 +24 +1%
RCM
1208
Raleigh Capital Management
North Carolina
$62K +$62.4K +2,208 New
PIMH
1209
Prudence Investment Management (HK)
Hong Kong
$61K +$62.2K +2,200 New
FCFS
1210
First Command Financial Services
Texas
$60K
FAG
1211
Fortitude Advisory Group
Washington
$58K +$60.2K +2,130 New
FCB
1212
First Command Bank
Texas
$57K
Bank Julius Baer & Co
1213
Bank Julius Baer & Co
Switzerland
$57K +$3.05K +108 +6%
AWM
1214
Avior Wealth Management
Nebraska
$56K -$10.2K -360 -15%
HWM
1215
HighMark Wealth Management
Minnesota
$56K +$283 +10 +0.5%
Federated Hermes
1216
Federated Hermes
Pennsylvania
$56K +$57.4K +2,032 New
WPA
1217
West Paces Advisors
Georgia
$55.5K
AWA
1218
Amplius Wealth Advisors
Pennsylvania
$55K +$56.4K +1,996 New
LPWM
1219
Lake Point Wealth Management
Texas
$53K
MPWT
1220
MassMutual Private Wealth & Trust
Connecticut
$53K +$45.2K +1,600 +533%
PMFA
1221
Plante Moran Financial Advisors
Michigan
$51K -$193K -6,826 -79%
CA
1222
Continuum Advisory
Idaho
$51K
Optiver Holding
1223
Optiver Holding
Netherlands
$51K +$51.9K +1,838 New
WTC
1224
WhitTier Trust Company
Nevada
$50K
LFG
1225
Larson Financial Group
Missouri
$49K +$1.47K +52 +3%

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.