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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
TAM
1226
Townsend Asset Management
North Carolina
$49K +$29.4K +1,042 +144%
CM
1227
Cornerstone Management
Georgia
$48.1K +$48.9K +1,732 New
BC
1228
Belmont Capital
California
$47K
MG
1229
MilWealth Group
Wisconsin
$46.3K
TCM
1230
TD Capital Management
Tennessee
$46K -$565 -20 -1%
GWANC
1231
Guardian Wealth Advisors (North Carolina)
North Carolina
$44K +$45.2K +1,598 New
PFA
1232
Professional Financial Advisors
Nebraska
$43K +$12.4K +438 +39%
AA
1233
Addison Advisors
Vermont
$41K +$41.6K +1,474 New
LWA
1234
Lenox Wealth Advisors
New York
$40K +$961 +34 +2%
FGAM
1235
Financial Gravity Asset Management
Texas
$38.2K +$28.7K +1,016 +65%
PVH
1236
Psagot Value Holdings
Israel
$38K -$59.1K -2,090 -60%
FPWM
1237
FSB Premier Wealth Management
Iowa
$38K +$38.9K +1,376 New
BFO
1238
Biltmore Family Office
North Carolina
$36K
BWL
1239
Bogart Wealth LLC
Virginia
$35K +$33.1K +1,170 +1,272%
RWA
1240
RGT Wealth Advisors
Texas
$35K +$35.3K +1,250 New
JAWM
1241
J. Arnold Wealth Management
Ohio
$34K -$221K -7,814 -87%
QCG
1242
Quadrant Capital Group
Ohio
$34K -$28.3K -1,000 -45%
MCA
1243
Maryland Capital Advisors
Maryland
$34K +$34.4K +1,218 New
HCM
1244
Highlander Capital Management
New Jersey
$33K
CCMW
1245
Cypress Capital Management (Wyoming)
Wyoming
$32K -$1.58K -56 -5%
FNBOSM
1246
First National Bank of South Miami
Florida
$32K
Kayne Anderson Rudnick Investment Management
1247
Kayne Anderson Rudnick Investment Management
California
$32K
HWA
1248
HHM Wealth Advisors
Tennessee
$31K -$13K -460 -29%
ODG
1249
O'Dell Group
Ohio
$31K +$396 +14 +1%
RPCONE
1250
Retirement Planning Company of New England
Rhode Island
$31K +$32.4K +1,146 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.