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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
PP
1401
PrairieView Partners
Minnesota
$68K +$61.8K +1,784 New
CM
1402
Cornerstone Management
Georgia
$66.2K
EWM
1403
Evermay Wealth Management
Virginia
$64K +$58.1K +1,678 New
MG
1404
MilWealth Group
Wisconsin
$63.8K
CIAS
1405
CFS Investment Advisory Services
New Jersey
$62K +$322M +9,310,194 +8,610%
WAM
1406
Worth Asset Management
Texas
$61K +$54.9K +1,584 New
ME
1407
McIlrath & Eck
Washington
$59K +$40K +1,156 +289%
FWA
1408
FSC Wealth Advisors
New York
$59K +$53.9K +1,556 New
Amundi
1409
Amundi
France
$53K -$140K -4,040 -75%
OHWP
1410
Oak Harbor Wealth Partners
North Carolina
$53K +$34.6K +1,000 +256%
LFG
1411
Larson Financial Group
Missouri
$51K -$14.8K -426 -24%
BFO
1412
Biltmore Family Office
North Carolina
$50K
BWL
1413
Bogart Wealth LLC
Virginia
$48K -$554 -16 -1%
TIM
1414
Tevis Investment Management
Texas
$47K -$53K -1,530 -55%
MCA
1415
Maryland Capital Advisors
Maryland
$47K
CWM
1416
Curi Wealth Management
North Carolina
$47K +$41.3K +1,192 +1,987%
HCM
1417
Highlander Capital Management
New Jersey
$46K
ARIS
1418
Advanced Research Investment Solutions
California
$46K +$41.3K +1,192 New
PAG
1419
Paladin Advisory Group
Iowa
$46K +$41.4K +1,196 New
ACM
1420
Antonetti Capital Management
Florida
$45K -$88.2K -2,546 -68%
FCB
1421
First Command Bank
Texas
$45K -$34.6K -1,000 -46%
FCFS
1422
First Command Financial Services
Texas
$45K -$34.6K -1,000 -46%
FNBOSM
1423
First National Bank of South Miami
Florida
$44K
Kayne Anderson Rudnick Investment Management
1424
Kayne Anderson Rudnick Investment Management
California
$44K
MRC
1425
Millburn Ridgefield Corp
New York
$43K -$414K -11,942 -91%

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.