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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
COCM
1351
Charter Oak Capital Management
New Hampshire
$131K +$16.1K +464 +16%
BDWM
1352
Brewin Dolphin Wealth Management
Ireland
$130K -$79.7K -2,300 -40%
OC
1353
Oakworth Capital
Alabama
$130K +$87.9K +2,538 +296%
SIAP
1354
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$130K +$111K +3,200 +1,600%
WFA
1355
Wellspring Financial Advisors
Ohio
$129K +$117K +3,376 New
AW
1356
Alaethes Wealth
Nevada
$128K +$13.9K +400 +14%
TWA
1357
TCI Wealth Advisors
Arizona
$126K -$346 -10 -0.3%
RIM
1358
Rockbridge Investment Management
New York
$126K -$120K -3,464 -52%
DC
1359
DeDora Capital
California
$125K +$113K +3,272 New
NSIM
1360
North Star Investment Management
Illinois
$123K -$292K -8,440 -72%
AWM
1361
Activest Wealth Management
Florida
$122K -$124K -3,580 -53%
WAS
1362
Winch Advisory Services
Wisconsin
$121K +$5.13K +148 +5%
PA
1363
PSI Advisors
Florida
$115K -$7.07K -204 -6%
LWCFA
1364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
WPWM
1365
Western Pacific Wealth Management
Illinois
$114K
CMBA
1366
C.M. Bidwell & Associates
Hawaii
$113K +$69 +2 +0.1%
OA
1367
Operose Advisors
Wisconsin
$109K
TAM
1368
Tucker Asset Management
Colorado
$108K +$87.6K +2,530 +838%
CA
1369
Clearstead Advisors
Ohio
$108K
CBT
1370
Central Bank & Trust
Kentucky
$106K +$7.83K +226 +9%
AWM
1371
Angeles Wealth Management
California
$103K +$93K +2,684 New
RCG
1372
Rock Creek Group
District of Columbia
$102K +$6.1K +176 +7%
AW
1373
Avion Wealth
Texas
$101K
DTIM
1374
Danda Trouve Investment Management
Kansas
$99K +$89.7K +2,590 New
GI
1375
Gradient Investments
Minnesota
$98K -$21.7K -626 -20%

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.