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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
FCA
1326
FinTrust Capital Advisors
South Carolina
$7K
SIS
1327
Sound Income Strategies
Florida
$7K
ST
1328
Smithfield Trust
Pennsylvania
$6K -$5.65K -200 -46%
DAM
1329
Delta Asset Management
Tennessee
$6K
JFA
1330
JNBA Financial Advisors
Minnesota
$6K
PCA
1331
Providence Capital Advisors
North Carolina
$6K
SIAP
1332
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K
RF
1333
Robbins Farley
New Hampshire
$6K +$5.71K +202 New
AIA
1334
Armor Investment Advisors
North Carolina
$5K
CWAF
1335
Core Wealth Advisors (Florida)
Florida
$5K
EW
1336
Element Wealth
Mississippi
$5K
NWM
1337
Navigation Wealth Management
Colorado
$5K
TF
1338
TimeScale Financial
Massachusetts
$5K
TCWM
1339
Total Clarity Wealth Management
Illinois
$5K +$1.02K +36 +24%
MAM
1340
Mystic Asset Management
Rhode Island
$5K +$5.65K +200 New
OIS
1341
Okabena Investment Services
Minnesota
$4K -$637K -22,538 -99%
BAM
1342
Bellevue Asset Management
Washington
$4K
CAL
1343
Capital Analysts LLC
Pennsylvania
$4K
LS
1344
Leelyn Smith
Illinois
$4K
LFASL
1345
Lugano Financial Advisors SA (LFA)
Switzerland
$4K
TFA
1346
Transamerica Financial Advisors
Florida
$4K +$57 +2 +2%
CA
1347
Crewe Advisors
Utah
$4K +$4.24K +150 New
BBPWM
1348
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4.35K +154 New
EI
1349
Ellevest Inc
New York
$4K +$4.41K +156 New
BWM
1350
BerganKDV Wealth Management
Minnesota
$3K -$848 -30 -24%

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.