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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
EWA
1476
EverSource Wealth Advisors
Alabama
$18K
WOC
1477
West Oak Capital
California
$18K +$13.9K +400 +500%
HR
1478
Howe & Rusling
New York
$18K +$14K +404 +532%
CI
1479
Carroll Investors
South Carolina
$18K +$17.8K +514 New
HFS
1480
Hantz Financial Services
Michigan
$17K +$15.6K +450 New
PP
1481
PFS Partners
New Jersey
$16.2K -$1.52K -44 -9%
RA
1482
Rise Advisors
New York
$16K +$139 +4 +1%
ANBT
1483
American National Bank & Trust
Texas
$15K
IAS
1484
IMA Advisory Services
Colorado
$15K
LB
1485
Legacy Bridge
Iowa
$15K
BA
1486
Ballast Advisors
Minnesota
$15K +$13.9K +400 New
TFP
1487
Tilia Fiduciary Partners
North Carolina
$14K +$69 +2 +0.5%
SIS
1488
Sound Income Strategies
Florida
$14K +$3.26K +94 +35%
ST
1489
Smithfield Trust
Pennsylvania
$14K +$4.71K +136 +59%
CAGAS
1490
Capital Advisory Group Advisory Services
Minnesota
$14K +$12.3K +354 New
KFS
1491
Kelly Financial Services
Massachusetts
$13.7K +$139 +4 +1%
AIP
1492
Ameritas Investment Partners
Nebraska
$13K -$2.01K -58 -14%
CC
1493
Corsicana & Co
Texas
$13K
FF
1494
FourThought Financial
Florida
$13K
HFM
1495
Hartford Financial Management
Connecticut
$13K
BWP
1496
Baldwin Wealth Partners
Massachusetts
$13K +$11.8K +340 New
GCA
1497
Greenwood Capital Associates
South Carolina
$12K -$1.08M -31,214 -99%
AAP
1498
Arax Advisory Partners
Colorado
$12K -$2.63K -76 -20%
JIR
1499
James Investment Research
Ohio
$12K
FMP
1500
Financial Management Professionals
Texas
$12K +$69 +2 +0.6%

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.