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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
SFPG
1276
Stonebridge Financial Planning Group
Florida
$20K +$11.3K +400 +200%
GFPC
1277
Global Financial Private Client
Florida
$19.1K +$8.19K +290 +73%
MHR
1278
Matthew Hamilton Rosenberg
$19K +$170 +6 +0.9%
JGIA
1279
Jackson Grant Investment Advisers
Connecticut
$19K +$283 +10 +2%
SL
1280
Savior LLC
Massachusetts
$18K -$1.98K -70 -10%
BWS
1281
BCR Wealth Strategies
Alabama
$18K +$18.3K +646 New
ADL
1282
Asset Dedication LLC
California
$17K
BC
1283
Barnett & Company
Tennessee
$17K
NC
1284
NewSquare Capital
Pennsylvania
$17K
AFG
1285
Albion Financial Group
Utah
$16K
KTC
1286
Kistler-Tiffany Companies
Pennsylvania
$15K
LAS
1287
Lloyd Advisory Services
Georgia
$15K +$57 +2 +0.4%
JMF
1288
Johnson Midwest Financial
Iowa
$15K +$226 +8 +1%
APC
1289
Aspire Private Capital
North Carolina
$15K +$3K +106 +24%
HPC
1290
HM Payson & Co
Maine
$14K -$2.94K -104 -17%
SWA
1291
SOA Wealth Advisors
New York
$14K +$170 +6 +1%
BAM
1292
Byrne Asset Management
New Jersey
$14K +$14.3K +506 New
SCA
1293
Stuart Chaussee & Associates
California
$14K +$14.4K +510 New
AWM
1294
Accel Wealth Management
Iowa
$13K
EWA
1295
EverSource Wealth Advisors
Alabama
$13K +$13.6K +482 New
PP
1296
PFS Partners
New Jersey
$12.9K +$13.2K +466 New
SCA
1297
Stonebridge Capital Advisors
Minnesota
$12K +$57 +2 +0.5%
RA
1298
Rise Advisors
New York
$11.4K +$11.6K +410 New
ANBT
1299
American National Bank & Trust
Texas
$11K
LB
1300
Legacy Bridge
Iowa
$11K

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.