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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
BS
126
Banco Santander
Spain
$12.5M +$6.49M +229,602 +103%
SWM
127
Segment Wealth Management
Texas
$12.3M +$440K +15,572 +4%
LSAG
128
Lake Street Advisors Group
New Hampshire
$12.3M +$110K +3,910 +0.9%
NWM
129
NEIRG Wealth Management
Massachusetts
$12.1M +$12.4M +437,516 New
CCT
130
Chemung Canal Trust
New York
$12.1M -$440K -15,570 -3%
SAM
131
SP Asset Management
California
$12.1M -$489K -17,308 -5%
IAN
132
Integrated Advisors Network
Texas
$12M -$2.38M -84,392 -16%
I
133
INVST
Indiana
$11.9M -$1.84M -65,104 -16%
AF
134
Alerus Financial
North Dakota
$11.9M -$3.31M -117,280 -21%
JMFC
135
J.M. Forbes & Co
Massachusetts
$11.9M +$5.71K +202 +0%
LF
136
Lee Financial
Texas
$11.8M +$296K +10,492 +3%
KIA
137
KCM Investment Advisors
California
$11.8M +$1.96M +69,268 +19%
IA
138
IFP Advisors
Florida
$11.8M +$2.9M +102,744 +32%
BCM
139
Blume Capital Management
California
$11.7M -$129K -4,562 -1%
MFM
140
MD Financial Management
Ontario, Canada
$11.7M -$19.8M -702,474 -63%
G
141
GenTrust
Florida
$11.6M +$95K +3,362 +1%
William Blair & Company
142
William Blair & Company
Illinois
$11.6M +$3.28M +116,054 +38%
FSC
143
Full Sail Capital
Oklahoma
$11.3M +$332K +11,740 +4%
WC
144
Whitney & Co
New York
$11.3M +$25.7K +908 +0.2%
RAM
145
Riggs Asset Management
Pennsylvania
$11.1M +$342K +12,098 +3%
VWM
146
Venturi Wealth Management
Texas
$11M -$138K -4,868 -1%
TD Asset Management
147
TD Asset Management
Ontario, Canada
$10.9M -$22M -780,000 -66%
MPW
148
MA Private Wealth
California
$10.7M -$564K -19,968 -5%
LSA
149
L & S Advisors
California
$10.5M -$310K -10,964 -3%
CIAS
150
Capital Investment Advisory Services
North Carolina
$10.4M +$254K +8,998 +2%

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.