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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
ME
1301
McIlrath & Eck
Washington
$11K
SWM
1302
Selective Wealth Management
Virginia
$11K
FCMT
1303
Founders Capital Management (Texas)
Texas
$11K +$113 +4 +1%
AIP
1304
Ameritas Investment Partners
Nebraska
$11K +$7.68K +272 +209%
AAP
1305
Arax Advisory Partners
Colorado
$11K +$7.8K +276 +265%
OHWP
1306
Oak Harbor Wealth Partners
North Carolina
$11K +$11K +390 New
IAS
1307
IMA Advisory Services
Colorado
$11K +$11.3K +400 New
SPA
1308
Shore Point Advisors
New Jersey
$11K +$11.4K +402 New
EIP
1309
Ellis Investment Partners
Pennsylvania
$11K +$11.4K +404 New
CC
1310
Corsicana & Co
Texas
$10K
FF
1311
FourThought Financial
Florida
$10K
HFM
1312
Hartford Financial Management
Connecticut
$10K
SCA
1313
Sandy Cove Advisors
Massachusetts
$10K +$10K +354 New
TFP
1314
Tilia Fiduciary Partners
North Carolina
$10K +$10.5K +370 New
KFS
1315
Kelly Financial Services
Massachusetts
$9.84K +$10K +354 New
JIR
1316
James Investment Research
Ohio
$9K
KA
1317
Kozak & Associates
Colorado
$9K +$113 +4 +2%
FMP
1318
Financial Management Professionals
Texas
$9K +$565 +20 +7%
LC
1319
Lindbrook Capital
California
$9K +$8.93K +316 New
RDIA
1320
RE Dickinson Investment Advisors
Iowa
$9K +$9.04K +320 New
Manulife (Manufacturers Life Insurance)
1321
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.85K +$227K +8,030 +3%
TAM
1322
Tucker Asset Management
Colorado
$8.36K
GP
1323
Greenline Partners
New York
$8K
POIA
1324
Pin Oak Investment Advisors
Texas
$8K
HNWA
1325
Henrickson Nauta Wealth Advisors
Michigan
$8K +$7.4K +262 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.