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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
RCA
1326
Riverview Capital Advisers
Massachusetts
$198K
JFGIW
1327
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K -$118K -3,400 -40%
MA
1328
MCF Advisors
Kentucky
$189K +$172K +4,954 New
PMFA
1329
Plante Moran Financial Advisors
Michigan
$185K +$105K +3,018 +165%
CFO
1330
CVA Family Office
Colorado
$183K
T2I
1331
Turim 21 Investimentos
Brazil
$178K +$134K +3,862 +483%
C
1332
Covestor
United Kingdom
$171K +$68K +1,962 +78%
OFG
1333
Oxford Financial Group
Indiana
$170K
OSAM
1334
O'Shaughnessy Asset Management
Connecticut
$169K -$13.8K -398 -8%
SWM
1335
Sugarloaf Wealth Management
Georgia
$168K -$78.9K -2,278 -42%
HWMA
1336
Heritage Wealth Management (Arizona)
Arizona
$167K +$151K +4,362 New
QT
1337
Quantbot Technologies
New York
$166K +$151K +4,356 New
Daiwa Securities Group
1338
Daiwa Securities Group
Japan
$161K -$27.7K -800 -16%
NF
1339
Norwood Financial
Pennsylvania
$161K -$17K -490 -10%
HBT
1340
Hills Bank & Trust
Iowa
$159K -$14.1K -406 -9%
CFN
1341
Cordasco Financial Network
Florida
$149K -$125K -3,600 -48%
TCM
1342
Tradewinds Capital Management
Washington
$146K +$1.87K +54 +1%
CC
1343
Centiva Capital
New York
$145K +$131K +3,786 New
BWM
1344
Baystate Wealth Management
Massachusetts
$142K +$1.18K +34 +0.9%
ASBI
1345
American State Bank (Iowa)
Iowa
$140K -$20.8K -600 -14%
AA
1346
Addison Advisors
Vermont
$140K +$75.4K +2,178 +148%
TF
1347
Tompkins Financial
New York
$138K +$125K +3,600 New
OIA
1348
Optimum Investment Advisors
Illinois
$136K -$15.7K -452 -11%
NIC
1349
Northwest Investment Counselors
Oregon
$136K +$4.29K +124 +4%
GLLW
1350
Graves Light Lenhart Wealth
Virginia
$133K +$208 +6 +0.2%

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.