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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
RWP
1251
Revolve Wealth Partners
New Jersey
$259K +$235K +6,788 New
GPA
1252
Garrison Point Advisors
California
$258K +$234K +6,760 New
WCM
1253
WealthBridge Capital Management
Ohio
$256K -$18K -520 -7%
BWFA
1254
Baltimore-Washington Financial Advisors
Maryland
$256K +$12.6K +364 New
RGF
1255
Retirement Guys Formula
Ohio
$256K +$232K +6,704 New
OCM
1256
One Capital Management
California
$253K +$230K +6,642 New
NAS
1257
Nicolet Advisory Services
Wisconsin
$251K -$65.4K -1,888 -23%
PFM
1258
Peak Financial Management
Massachusetts
$251K +$228K +6,580 New
CC
1259
Cypress Capital
Tennessee
$250K +$227K +6,546 New
EL
1260
EMFO LLC
Florida
$248K -$121K -3,500 -35%
CSPIA
1261
Cary Street Partners Investment Advisory
Virginia
$248K +$225K +6,492 New
AFG
1262
Allegheny Financial Group
Pennsylvania
$248K +$225K +6,500 New
EVM
1263
Evelyn V. Moreno
$248K +$225K +6,500 New
MA
1264
MAS Advisors
Florida
$246K +$220K +6,356 New
FUBT
1265
First United Bank & Trust
Maryland
$246K +$223K +6,426 New
PBT
1266
Pictet Bank & Trust
Bahamas
$245K +$222K +6,400 New
Wealth Enhancement Advisory Services
1267
Wealth Enhancement Advisory Services
Minnesota
$244K -$30.7K -886 -12%
FAM
1268
Flaharty Asset Management
Florida
$243K +$221K +6,370 New
HIP
1269
HUB Investment Partners
Texas
$241K +$219K +6,310 New
FPW
1270
Flagship Private Wealth
Massachusetts
$239K +$217K +6,264 New
RZH
1271
Relyea Zuckerberg Hanson
Connecticut
$238K +$208K +5,992 New
SCFS
1272
S.C. Financial Services
Arizona
$237K +$215K +6,194 New
ISWM
1273
Independent Solutions Wealth Management
New York
$237K +$215K +6,200 New
WFC
1274
Western Financial Corp
California
$235K +$213K +6,156 New
GC
1275
GFG Capital
Florida
$234K -$65.9K -1,902 -24%

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.