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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
SFM
1601
Stack Financial Management
Montana
-$638K -22,994 Closed
HCM
1602
Hollencrest Capital Management
California
-$625K -22,538 Closed
CP
1603
Cumberland Partners
Ontario, Canada
-$611K -22,000 Closed
UWM
1604
Udine Wealth Management
Florida
-$594K -21,402 Closed
3LCM
1605
3D/L Capital Management
Connecticut
-$549K -19,780 Closed
ECG
1606
EPIQ Capital Group
California
-$523K -18,856 Closed
GSWM
1607
Golden State Wealth Management
California
-$506K -18,230 Closed
VAFP
1608
Vahanian & Associates Financial Planning
New York
-$418K -15,068 Closed
XS
1609
XR Securities
Illinois
-$469K -13,532 Closed
FRM
1610
Fox Run Management
Connecticut
-$361K -13,000 Closed
TCM
1611
Tuttle Capital Management
Connecticut
-$354K -12,744 Closed
OMC
1612
Old Mission Capital
Illinois
-$292K -10,510 Closed
SIC
1613
Schwartz Investment Counsel
Michigan
-$278K -10,000 Closed
HFA
1614
High Falls Advisors
New York
-$272K -9,810 Closed
MIAS
1615
Mason Investment Advisory Services
Virginia
-$268K -9,670 Closed
ECG
1616
Edge Capital Group
Georgia
-$253K -9,122 Closed
MCWA
1617
Meadow Creek Wealth Advisors
Georgia
-$239K -8,630 Closed
MCWS
1618
McKinley Carter Wealth Services
West Virginia
-$234K -8,450 Closed
JSW
1619
Journey Strategic Wealth
New Jersey
-$233K -8,386 Closed
GWA
1620
GGM Wealth Advisors
Maryland
-$235K -7,458 Closed
CA
1621
Cornerstone Advisory
Maryland
-$204K -7,360 Closed
RF
1622
RHS Financial
California
-$201K -7,252 Closed
PI
1623
PineBridge Investments
New York
-$173K -6,220 Closed
PCMC
1624
Paragon Capital Management (Colorado)
Colorado
-$129K -4,644 Closed
CCM
1625
Chilton Capital Management
Texas
-$127K -4,574 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.