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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
USCWA
126
U.S. Capital Wealth Advisors
Texas
$17.7M +$3.7M +106,856 +30%
MIFH
127
Migdal Insurance & Financial Holdings
Israel
$17.5M -$153M -4,428,806 -91%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$17.5M -$21.1M -607,952 -57%
AIP
129
Almanack Investment Partners
Pennsylvania
$17.4M +$2.75M +79,464 +21%
William Blair & Company
130
William Blair & Company
Illinois
$17.3M +$1.13M +32,758 +8%
DWM
131
Doyle Wealth Management
Florida
$17.2M -$257K -7,434 -2%
AssetMark Inc
132
AssetMark Inc
California
$17.2M -$19.2M -554,054 -55%
CCT
133
Chemung Canal Trust
New York
$17M +$319K +9,200 +2%
JMFC
134
J.M. Forbes & Co
Massachusetts
$16.5M +$80.9K +2,336 +0.5%
LF
135
Lee Financial
Texas
$16.1M -$200K -5,782 -1%
MWM
136
Meridian Wealth Management
Kentucky
$16M -$9.03M -260,772 -38%
NWM
137
NEIRG Wealth Management
Massachusetts
$15.9M -$750K -21,642 -5%
SPC
138
Sigma Planning Corp
Michigan
$15.6M +$3.8M +109,838 +37%
G
139
GenTrust
Florida
$15.6M +$2.31M +66,656 +20%
FSC
140
Full Sail Capital
Oklahoma
$15.5M +$2.07M +59,804 +17%
RAM
141
Riggs Asset Management
Pennsylvania
$15.2M -$56.3K -1,626 -0.4%
RWM
142
Rezny Wealth Management
Florida
$15M -$3.63M -104,938 -21%
SCM
143
Stevens Capital Management
Pennsylvania
$15M -$3.64M -105,130 -21%
TAM
144
Trust Asset Management
Texas
$14.7M +$608K +17,552 +5%
CIAS
145
Capital Investment Advisory Services
North Carolina
$14.6M +$210K +6,062 +2%
BHCM
146
Boulder Hill Capital Management
New York
$14.6M +$13.2M +382,000 New
SAS
147
SMI Advisory Services
Indiana
$14.6M +$13.2M +381,400 New
OC
148
Oppenheimer & Co
New York
$14.4M +$6.03M +174,212 +86%
BCM
149
Blume Capital Management
California
$14.3M -$1.66M -47,948 -11%
VWM
150
Venturi Wealth Management
Texas
$14.2M -$874K -25,240 -6%

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.