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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
CRCM
1451
Corbett Road Capital Management
Virginia
-$211K -8,088 Closed
BFM
1452
Boothbay Fund Management
New York
-$206K -7,916 Closed
APP
1453
Avantax Planning Partners
Iowa
-$201K -7,700 Closed
IIM
1454
InTrack Investment Management
Vermont
-$220K -7,530 Closed
TFA
1455
Trinity Financial Advisors
Ohio
-$339K -4,546 Closed
HFA
1456
HC Financial Advisors
California
-$115K -4,400 Closed
DOA
1457
D'Orazio & Associates
Virginia
-$109K -4,200 Closed
AIM
1458
Axiom Investment Management
New York
-$104K -4,000 Closed
CCA
1459
Catalyst Capital Advisors
New York
-$98K -3,760 Closed
SC
1460
Saltoro Capital
Texas
-$94K -3,600 Closed
LWM
1461
Liberty Wealth Management
California
-$67K -2,554 Closed
JPLA
1462
Joseph P. Lucia & Associates
New York
-$57K -2,190 Closed
KIG
1463
Kowal Investment Group
Wisconsin
-$49K -1,892 Closed
CFA
1464
Cahill Financial Advisors
Minnesota
-$49K -1,884 Closed
CC
1465
Centiva Capital
New York
-$50.9K -1,802 Closed
PWA
1466
Phoenix Wealth Advisors
North Carolina
-$37K -1,420 Closed
GKWIM
1467
Gerber Kawasaki Wealth & Investment Management
California
-$33K -1,268 Closed
BMD
1468
Better Money Decisions
New Mexico
-$19K -722 Closed
MA
1469
MCF Advisors
Kentucky
-$19K -712 Closed
RCA
1470
Ranch Capital Advisors
Florida
-$18K -684 Closed
APWA
1471
Atlas Private Wealth Advisors
New Jersey
-$16K -622 Closed
WCA
1472
Windsor Creek Advisors
Vermont
-$11.3K -400 Closed
SBL
1473
Sargent Bickham Lagudis
Colorado
-$10K -392 Closed
BHWM
1474
Bay Harbor Wealth Management
Maryland
-$10K -382 Closed
AC
1475
AlphaCore Capital
California
-$8.82K -312 -98%

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.