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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
WWMSC
1251
Wagner Wealth Management (South Carolina)
South Carolina
$30K
BG
1252
Bollard Group
Massachusetts
$30K +$226 +8 +0.7%
RI
1253
Rinkey Investments
California
$30K +$26.8K +950 New
HS
1254
Horan Securities
United States
$29K +$29.8K +1,054 New
CP
1255
Castleview Partners
Texas
$28.9K +$90.5M +3,203,426 New
CI Investments Inc
1256
CI Investments Inc
Ontario, Canada
$28K -$73.5K -2,600 -72%
HI
1257
Hoey Investments
Pennsylvania
$28K
ZB
1258
Zions Bancorporation
Utah
$28K
FA
1259
Fortis Advisors
Pennsylvania
$28K +$2.32K +82 +9%
BEI
1260
Benjamin Edwards Inc
Missouri
$27K -$15.6K -552 -36%
ATC
1261
Adirondack Trust Company
New York
$27K
VCM
1262
Vigilant Capital Management
Maine
$27K
MIM
1263
MTM Investment Management
South Carolina
$27K +$339 +12 +1%
CWP
1264
Concord Wealth Partners
Virginia
$27K +$22.2K +786 +427%
OC
1265
Oakworth Capital
Alabama
$24K
TCOV
1266
Trust Company of Vermont
Vermont
$23K +$23.7K +840 New
TC
1267
TAP Consulting
Missouri
$23K +$23.8K +842 New
T2I
1268
Turim 21 Investimentos
Brazil
$22K -$375K -13,278 -94%
RBC
1269
Roble Belko & Company
Pennsylvania
$22K +$113 +4 +0.5%
GWMI
1270
Guardian Wealth Management (Illinois)
Illinois
$22K +$22.7K +804 New
S
1271
Surevest
California
$22K +$22.9K +810 New
TA
1272
Tectonic Advisors
Texas
$21K -$71.7K -2,536 -78%
GWMIA
1273
Global Wealth Management Investment Advisory
Florida
$21K
AFIA
1274
America First Investment Advisors
Nebraska
$20K
TCWA
1275
Ten Capital Wealth Advisors
Washington
$20K

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.