We are live on ! Find out more
XLE icon

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
FWM
101
Frontier Wealth Management
Missouri
$16.8M +$377K +13,358 +2%
MIM
102
Morningstar Investment Management
Illinois
$16.7M -$8.38M -296,650 -33%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$16.6M +$2.34M +82,646 +16%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$16.5M +$138K +4,882 +0.8%
JCM
105
Janney Capital Management
Pennsylvania
$16.2M +$680K +24,058 +4%
KWM
106
Kingsview Wealth Management
Oregon
$15.8M +$6.02M +213,042 +60%
MCM
107
MKP Capital Management
New York
$15.6M -$25.8M -911,860 -62%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$15.5M -$1.6M -56,690 -9%
QA
109
Quantitative Advantage
Minnesota
$15M +$15.3M +540,668 New
Invesco
110
Invesco
Georgia
$14.8M
VC
111
Vestor Capital
Illinois
$14.5M +$2.5M +88,498 +20%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$14.2M +$689K +24,394 +5%
AAS
113
Avantax Advisory Services
Texas
$14.2M +$1.48M +52,228 +11%
JHU
114
Johns Hopkins University
Maryland
$14.1M
WG
115
Winton Group
United Kingdom
$14.1M -$1.04M -36,916 -7%
GP
116
Girard Partners
Pennsylvania
$14M +$168K +5,952 +1%
SPIA
117
Steward Partners Investment Advisory
New York
$14M +$1.41M +49,814 +11%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$14M +$5.71M +202,142 +64%
SCM
119
Stevens Capital Management
Pennsylvania
$13.8M -$18.4M -650,000 -57%
RWM
120
Rezny Wealth Management
Florida
$13.8M +$367K +12,994 +3%
MMA
121
Miracle Mile Advisors
California
$13.7M +$13.9M +492,854 New
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$13.5M +$13.8M +487,212 New
QIM
123
Quantitative Investment Management
Virginia
$13.3M -$5.16M -182,604 -28%
KAS
124
Kestra Advisory Services
Texas
$13.2M +$1.67M +59,200 +14%
DWM
125
Doyle Wealth Management
Florida
$12.7M -$207K -7,330 -2%

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.