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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
HPC
1526
HM Payson & Co
Maine
$4K -$12.7K -368 -75%
BWM
1527
BerganKDV Wealth Management
Minnesota
$4K
IRAG
1528
Investment Research & Advisory Group
Georgia
$4K
CP
1529
Corbenic Partners
Pennsylvania
$4K +$3.46K +100 New
BC
1530
Belmont Capital
California
$3K -$56K -1,616 -95%
JWM
1531
Janiczek Wealth Management
Colorado
$3K
MBFW
1532
Morton Brown Family Wealth
Pennsylvania
$3K +$69 +2 +3%
MIM
1533
Macroview Investment Management
Maryland
$2K
VNA
1534
Valley National Advisers
Pennsylvania
$2K
WTA
1535
Washington Trust Advisors
Massachusetts
$2K
FA
1536
Financial Advantage
Maryland
$2K +$2.22K +64 New
CA
1537
Crewe Advisors
Utah
$1K -$4.23K -122 -81%
CWA
1538
Carolina Wealth Advisors
South Carolina
$1K
CA
1539
Centerpoint Advisors
Massachusetts
$1K
IWP
1540
IAG Wealth Partners
Wisconsin
$1K
NWM
1541
Nauset Wealth Management
Connecticut
$1K +$693 +20 New
QC
1542
Quent Capital
New York
$1K +$762 +22 New
LSA
1543
Lansing Street Advisors
Pennsylvania
$1K +$970 +28 New
MRCM
1544
M&R Capital Management
New Jersey
$1K +$1.25K +36 New
LWMNY
1545
Landmark Wealth Management (New York)
New York
$597 +$41.4K +1,194 New
LFGH
1546
Lee Financial Group Hawaii
Hawaii
$361 -$57.4K -1,658 -15%
WIM
1547
Westside Investment Management
California
$317 +$132K +3,798 +84%
Caisse de Depot et Placement du Quebec (CDPQ)
1548
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$124M -4,480,000 Closed
SGDR
1549
SPX Gestao de Recursos
Brazil
-$25.4M -914,200 Closed
CTC (Chicago Trading Company)
1550
CTC (Chicago Trading Company)
Illinois
-$22.6M -815,052 Closed

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.