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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
MPM
1276
Meritage Portfolio Management
Kansas
$234K +$212K +6,126 New
CA
1277
CGN Advisors
Kansas
$234K +$212K +6,132 New
XF
1278
XML Financial
Maryland
$234K +$212K +6,134 New
HWM
1279
HB Wealth Management
Georgia
$232K +$210K +6,068 New
KCFA
1280
Key Client Fiduciary Advisors
New Jersey
$231K -$1.35M -39,034 -87%
RRA
1281
Round Rock Advisors
Connecticut
$231K +$209K +6,048 New
CPP
1282
Capasso Planning Partners
South Carolina
$229K -$104K -3,000 -33%
MWM
1283
Mission Wealth Management
California
$229K +$208K +5,994 New
BWM
1284
Boyd Wealth Management
California
$229K +$208K +6,000 New
DAM
1285
Deltec Asset Management
New York
$229K +$208K +6,000 New
BFIC
1286
Bedell Frazier Investment Counselling
California
$227K -$10.8M -313,084 -98%
CSIC
1287
Clifford Swan Investment Counsel
California
$227K +$205K +5,932 New
BFO
1288
Boston Family Office
Massachusetts
$227K +$206K +5,938 New
CSWM
1289
Cassady Schiller Wealth Management
Ohio
$224K +$1.73K +50 +0.9%
CWM
1290
Concentric Wealth Management
California
$224K +$203K +5,850 New
RFN
1291
RDA Financial Network
Iowa
$222K +$201K +5,796 New
MPW
1292
Monterey Private Wealth
California
$221K +$198K +5,704 New
Loomis, Sayles & Company
1293
Loomis, Sayles & Company
Massachusetts
$221K +$200K +5,772 New
PVH
1294
Psagot Value Holdings
Israel
$220K +$152K +4,392 +321%
SAM
1295
Seelaus Asset Management
New Jersey
$220K +$199K +5,758 New
SGCA
1296
Steel Grove Capital Advisors
Tennessee
$219K +$199K +5,738 New
AIM
1297
Anchor Investment Management
South Carolina
$219K -$2.98K -86 -1%
JSAM
1298
J. Safra Asset Management
New York
$218K -$651K -18,802 -36%
PCP
1299
Proficio Capital Partners
Massachusetts
$214K +$194K +5,600 New
WDL
1300
Well Done LLC
Michigan
$214K +$194K +5,600 New

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.