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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
BHWM
1451
Bay Harbor Wealth Management
Maryland
$31K +$28.5K +822 New
RDIA
1452
RE Dickinson Investment Advisors
Iowa
$30K +$16.3K +470 +147%
GWMIA
1453
Global Wealth Management Investment Advisory
Florida
$29K +$416 +12 +2%
FGAM
1454
Financial Gravity Asset Management
Texas
$28.3K +$10.8K +312 +12%
AFIA
1455
America First Investment Advisors
Nebraska
$28K
TCWA
1456
Ten Capital Wealth Advisors
Washington
$27K
JGIA
1457
Jackson Grant Investment Advisers
Connecticut
$26K +$208 +6 +0.9%
TRCT
1458
Tower Research Capital (TRC)
New York
$26K +$21.5K +620 +861%
BWS
1459
BCR Wealth Strategies
Alabama
$25K
SCA
1460
Stonebridge Capital Advisors
Minnesota
$25K +$7.76K +224 +51%
BAM
1461
Byrne Asset Management
New Jersey
$24K +$4.57K +132 +26%
CAL
1462
Capital Analysts LLC
Pennsylvania
$24K +$17.2K +498 +356%
RBC
1463
Roble Belko & Company
Pennsylvania
$23K -$6.3K -182 -23%
SL
1464
Savior LLC
Massachusetts
$23K -$1.94K -56 -9%
SWM
1465
Selective Wealth Management
Virginia
$23K +$6.93K +200 +50%
QCG
1466
Quadrant Capital Group
Ohio
$22K -$23K -664 -54%
AFG
1467
Albion Financial Group
Utah
$22K
CWP
1468
Concord Wealth Partners
Virginia
$21K -$14.4K -416 -43%
JMF
1469
Johnson Midwest Financial
Iowa
$21K +$139 +4 +0.7%
APC
1470
Aspire Private Capital
North Carolina
$20K -$1.18K -34 -6%
KTC
1471
Kistler-Tiffany Companies
Pennsylvania
$20K
SWA
1472
SOA Wealth Advisors
New York
$20K +$208 +6 +1%
FCA
1473
FinTrust Capital Advisors
South Carolina
$20K +$9.91K +286 +116%
AWM
1474
Accel Wealth Management
Iowa
$19K
SCA
1475
Stuart Chaussee & Associates
California
$19K

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.