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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
CA
1376
Continuum Advisory
Idaho
$98K +$33.7K +972 +2%
WAM
1377
WFA Asset Management
Wisconsin
$97K +$831 +24 +1%
FA
1378
Faithward Advisors
Pennsylvania
$94K +$1.25K +36 +1%
WPA
1379
West Paces Advisors
Georgia
$93.6K +$15.5K +448 +22%
AIC
1380
Archer Investment Corporation
Indiana
$92.7K +$554 +16 +0.7%
DSC
1381
Duncker Streett & Co
Missouri
$92K +$69 +2 +0.1%
MWC
1382
MBM Wealth Consultants
Missouri
$89K -$23.4K -676 -23%
BHWM
1383
Beaird Harris Wealth Management
Texas
$87K +$75.3K +2,174 +1,976%
GFPC
1384
Global Financial Private Client
Florida
$85.8K +$53.3K +1,538 +223%
SFCL
1385
Strengthening Families & Communities LLC
Massachusetts
$85K +$693 +20 +0.9%
CT
1386
Caldwell Trust
Florida
$83.7K -$716K -20,680 -90%
PFA
1387
Professional Financial Advisors
Nebraska
$82K +$20.4K +588 +38%
PCFFS
1388
Pacific Center for Financial Services
California
$79K -$14.1K -406 -16%
RCM
1389
Raleigh Capital Management
North Carolina
$79K -$5.47K -158 -7%
GWANC
1390
Guardian Wealth Advisors (North Carolina)
North Carolina
$79K +$16.1K +466 +29%
WWMSC
1391
Wagner Wealth Management (South Carolina)
South Carolina
$79K +$34.5K +996 +93%
WTC
1392
WhitTier Trust Company
Nevada
$78K +$8.04K +232 +13%
HWM
1393
HighMark Wealth Management
Minnesota
$77K +$208 +6 +0.3%
FAG
1394
Fortitude Advisory Group
Washington
$76K -$4.5K -130 -6%
MPWT
1395
MassMutual Private Wealth & Trust
Connecticut
$76K +$3.46K +100 +5%
VCM
1396
Vigilant Capital Management
Maine
$76K +$34.6K +1,000 +102%
OCM
1397
Orion Capital Management
California
$76K +$69.3K +2,000 New
BBHC
1398
Brown Brothers Harriman & Co
New York
$75K -$34.8K -1,006 -34%
LPWM
1399
Lake Point Wealth Management
Texas
$73K
Bank Julius Baer & Co
1400
Bank Julius Baer & Co
Switzerland
$71K -$6.44K -186 -9%

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.