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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
KWM
1201
Keebeck Wealth Management
Illinois
$297K -$831 -24 -0.3%
HI
1202
Hudock Inc
Pennsylvania
$295K +$17.1K +494 +7%
CHC
1203
City Holding Co
West Virginia
$294K +$55.1K +1,590 +26%
BMCM
1204
Bryn Mawr Capital Management
Pennsylvania
$292K -$16.6K -480 -6%
AIM
1205
AHL Investment Management
Florida
$291K -$137K -3,964 -34%
VCM
1206
Viewpoint Capital Management
Washington
$290K
DACS
1207
Dymon Asia Capital (Singapore)
Singapore
$290K +$263K +7,600 New
RG
1208
Retirement Group
California
$288K +$5.13K +148 +2%
BZWA
1209
Blue Zone Wealth Advisors
California
$288K +$261K +7,536 New
JGC
1210
J. Goldman & Co
New York
$287K -$5.52M -159,348 -96%
MCA
1211
Magnolia Capital Advisors
Mississippi
$287K -$23.9K -690 -8%
IDA
1212
Intelligence Driven Advisers
California
$287K -$13.2K -380 -5%
PFS
1213
Physicians Financial Services
North Carolina
$286K +$259K +7,490 New
SMA
1214
Sage Mountain Advisors
Georgia
$285K +$15.2K +440 +6%
ACP
1215
Arcus Capital Partners
Georgia
$284K -$36.9K -1,064 -13%
OLA
1216
Oliver Luxxe Assets
New Jersey
$283K -$3.46K -100 -1%
TH
1217
TCTC Holdings
Texas
$283K
IC
1218
Inverness Counsel
New York
$282K
CFS
1219
CRA Financial Services
New Jersey
$282K +$255K +7,366 New
VWM
1220
Valley Wealth Managers
New Jersey
$281K -$16.3K -470 -6%
KHLMTHM
1221
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$281K
HFS
1222
Horizon Financial Services
North Carolina
$281K +$62.7K +1,810 +33%
PWM
1223
PBMares Wealth Management
Virginia
$280K
LFA
1224
Laraway Financial Advisors
Minnesota
$278K +$252K +7,280 New
MCM
1225
MV Capital Management
Maryland
$276K +$2.08K +60 +0.8%

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.