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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
HWA
1426
HHM Wealth Advisors
Tennessee
$43K
ODG
1427
O'Dell Group
Ohio
$43K +$346 +10 +0.9%
ADL
1428
Asset Dedication LLC
California
$43K +$17.1K +494 +78%
NC
1429
NewSquare Capital
Pennsylvania
$43K +$18.6K +538 +90%
AC
1430
AlphaCore Capital
California
$42K +$37.8K +1,092 +13,650%
RP
1431
Rice Partnership
Hawaii
$41K -$69.1K -1,994 -65%
BG
1432
Bollard Group
Massachusetts
$41K +$139 +4 +0.4%
ZB
1433
Zions Bancorporation
Utah
$41K +$2.29K +66 +7%
LWA
1434
Lenox Wealth Advisors
New York
$40K -$15K -434 -30%
HS
1435
Horan Securities
United States
$40K
HI
1436
Hoey Investments
Pennsylvania
$38K
MHR
1437
Matthew Hamilton Rosenberg
$38K +$10.7K +310 +46%
SBL
1438
Sargent Bickham Lagudis
Colorado
$38K +$34.3K +990 New
DHGWA
1439
Dixon Hughes Goodman Wealth Advisors
North Carolina
$38K +$34.6K +1,000 New
FM
1440
Family Management
New York
$38K +$34.6K +1,000 New
ATC
1441
Adirondack Trust Company
New York
$37K
MIM
1442
MTM Investment Management
South Carolina
$37K +$277 +8 +0.8%
LAS
1443
Lloyd Advisory Services
Georgia
$37K +$14.5K +420 +77%
FA
1444
Fortis Advisors
Pennsylvania
$36K -$2.49K -72 -7%
BCMLT
1445
Beacon Capital Management LLC (Tennessee)
Tennessee
$34K +$30.5K +882 New
SLWA
1446
San Luis Wealth Advisors
California
$32K +$40K +1,154 New
S
1447
Surevest
California
$31K
GWMI
1448
Guardian Wealth Management (Illinois)
Illinois
$31K +$277 +8 +1%
FCT
1449
First Community Trust
Iowa
$31K +$27.7K +800 New
HBW
1450
Hazlett, Burt & Watson
West Virginia
$31K +$28.3K +816 New

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.