We are live on ! Find out more
XLE icon

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
FCMT
1501
Founders Capital Management (Texas)
Texas
$11K
POIA
1502
Pin Oak Investment Advisors
Texas
$11K
BFC
1503
Bedel Financial Consulting
Indiana
$11K +$10.4K +300 New
SC
1504
Stephens Consulting
Michigan
$10.5K +$9.56K +276 New
BBPWM
1505
Blue Bell Private Wealth Management
Pennsylvania
$10K +$3.46K +100 +65%
KA
1506
Kozak & Associates
Colorado
$9K
IAIM
1507
Industrial Alliance Investment Management
Quebec, Canada
$9K +$7.9K +228 New
AWM
1508
AllSquare Wealth Management
New York
$9K +$8.31K +240 New
GP
1509
Greenline Partners
New York
$8K -$2.91K -84 -30%
JFA
1510
JNBA Financial Advisors
Minnesota
$8K
PCA
1511
Providence Capital Advisors
North Carolina
$8K
AAMA
1512
Advanced Asset Management Advisors
Ohio
$8K +$6.86K +198 New
BFG
1513
Baron Financial Group
New Jersey
$7.64K +$6.93K +200 New
AIA
1514
Armor Investment Advisors
North Carolina
$7K
BAM
1515
Bellevue Asset Management
Washington
$6K
LS
1516
Leelyn Smith
Illinois
$6K
LFASL
1517
Lugano Financial Advisors SA (LFA)
Switzerland
$6K
TF
1518
TimeScale Financial
Massachusetts
$6K
PP
1519
Pacifica Partners
Canada
$6K +$3.46K +100 +167%
AFS
1520
Annapolis Financial Services
Maryland
$6K +$5.2K +150 New
FCMA
1521
Foresight Capital Management Advisors
Michigan
$6K +$5.75K +166 New
CSB
1522
City State Bank
Iowa
$5K
EW
1523
Element Wealth
Mississippi
$5K
OIS
1524
Okabena Investment Services
Minnesota
$5K
Macquarie Group
1525
Macquarie Group
Australia
$4.68K +$4.24M +122,416 New

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.