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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
WOSD
1626
WFA of San Diego
California
-$112K -4,040 Closed
UFF
1627
USA Financial Formulas
Michigan
-$105K -3,780 Closed
CWS
1628
Confluence Wealth Services
Pennsylvania
-$83K -2,998 Closed
PIMH
1629
Prudence Investment Management (HK)
Hong Kong
-$61K -2,200 Closed
Federated Hermes
1630
Federated Hermes
Pennsylvania
-$56K -2,032 Closed
AWA
1631
Amplius Wealth Advisors
Pennsylvania
-$55K -1,996 Closed
TCM
1632
TD Capital Management
Tennessee
-$46K -1,654 Closed
FPWM
1633
FSB Premier Wealth Management
Iowa
-$38K -1,376 Closed
RWA
1634
RGT Wealth Advisors
Texas
-$35K -1,250 Closed
RPCONE
1635
Retirement Planning Company of New England
Rhode Island
-$31K -1,146 Closed
CI Investments Inc
1636
CI Investments Inc
Ontario, Canada
-$28K -1,000 Closed
RI
1637
Rinkey Investments
California
-$30K -950 Closed
TC
1638
TAP Consulting
Missouri
-$23K -842 Closed
TCOV
1639
Trust Company of Vermont
Vermont
-$23K -840 Closed
TA
1640
Tectonic Advisors
Texas
-$21K -734 Closed
FFG
1641
Ford Financial Group
California
-$17 -640 Closed
BC
1642
Barnett & Company
Tennessee
-$17K -600 Closed
SFPG
1643
Stonebridge Financial Planning Group
Florida
-$20K -600 Closed
SPA
1644
Shore Point Advisors
New Jersey
-$11K -402 Closed
SCA
1645
Sandy Cove Advisors
Massachusetts
-$10K -354 Closed
HNWA
1646
Henrickson Nauta Wealth Advisors
Michigan
-$8K -262 Closed
DAM
1647
Delta Asset Management
Tennessee
-$6K -206 Closed
NWM
1648
Navigation Wealth Management
Colorado
-$5K -204 Closed
RF
1649
Robbins Farley
New Hampshire
-$6K -202 Closed
MAM
1650
Mystic Asset Management
Rhode Island
-$5K -200 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.