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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
OF
1351
Outfitter Financial
Maine
$3K +$2.83K +100 New
BHWM
1352
Beaird Harris Wealth Management
Texas
$3K +$3.11K +110 New
IRAG
1353
Investment Research & Advisory Group
Georgia
$3K +$3.17K +112 New
CSB
1354
City State Bank
Iowa
$3K +$3.39K +120 New
WC
1355
Wexford Capital
Florida
$2.77K +$2.83M +100,000 New
EWA
1356
Evolution Wealth Advisors
Florida
$2.59K -$801K -28,350 -23%
TRCT
1357
Tower Research Capital (TRC)
New York
$2K -$1.6M -56,732 -100%
GTAM
1358
Global Trust Asset Management
Florida
$2K
JWM
1359
Janiczek Wealth Management
Colorado
$2K
MIM
1360
Macroview Investment Management
Maryland
$2K
PP
1361
Pacifica Partners
Canada
$2K
WOC
1362
West Oak Capital
California
$2K
HR
1363
Howe & Rusling
New York
$2K +$1.02K +36 +90%
WTA
1364
Washington Trust Advisors
Massachusetts
$2K +$1.81K +64 New
RFA
1365
Reilly Financial Advisors
California
$2K +$1.98K +70 +350%
MBFW
1366
Morton Brown Family Wealth
Pennsylvania
$2K +$2.26K +80 New
RIA
1367
Richwood Investment Advisors
Ohio
$2K +$2.26K +80 New
MP
1368
McDonald Partners
Ohio
$1.33K -$1.06M -37,466 -100%
ACM
1369
Absolute Capital Management
Pennsylvania
$1.33K +$1.36K +48 New
CWA
1370
Carolina Wealth Advisors
South Carolina
$1K
VNA
1371
Valley National Advisers
Pennsylvania
$1K
HH
1372
HWG Holdings
Texas
$1K +$848 +30 New
CNBTD
1373
Citizens National Bank Trust Department
Mississippi
$1K +$1.13K +40 New
CWM
1374
Curi Wealth Management
North Carolina
$1K +$1.7K +60 New
WIM
1375
Westside Investment Management
California
$125 +$19.8K +702 +18%

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.