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State Street Energy Select Sector SPDR ETF

1,382 hedge funds and large institutions have $15.2B invested in State Street Energy Select Sector SPDR ETF in 2021 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 575 increasing their positions, 393 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 278 | Existing positions closed: 104

46% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 393

28% more funds holding in top 10

Funds holding in top 10: 4659 (+13)

13% more funds holding

Funds holding: 1,2281,382 (+154)

2.15% more ownership

Funds ownership: 114.2%116.35% (+2.1%)

24% less call options, than puts

Call options by funds: $4.35B | Put options by funds: $5.75B

71% less capital invested

Capital invested by funds: $52.3B → $15.2B (-$37.1B)

Holders
1,382
Holders Change
+154
Holders Change %
+12.54%
% of All Funds
21.27%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
0.91%
New
278
Increased
575
Reduced
393
Closed
104
Calls
$4.35B
Puts
$5.75B
Net Calls
-$1.4B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
151
Wellington Management Group
Massachusetts
$10.4M -$5.82M -206,070 -35%
AIP
152
Almanack Investment Partners
Pennsylvania
$10.4M +$1.28M +45,332 +14%
TAM
153
Trust Asset Management
Texas
$10.2M
N
154
Natixis
France
$10.1M -$1.31M -46,348 -11%
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$10.1M -$25.9K -916 -0.3%
ONB
156
Old National Bancorp
Indiana
$10.1M -$46.7K -1,654 -0.5%
VI
157
Vestcor Inc
New Brunswick, Canada
$9.93M
BSG
158
Black Swift Group
Colorado
$9.89M +$5.24M +185,448 +108%
USCWA
159
U.S. Capital Wealth Advisors
Texas
$9.87M +$2.48M +87,738 +33%
SI
160
Stephens Inc
Arkansas
$9.81M +$3.81M +134,866 +62%
CANY
161
Caxton Associates (New York)
New York
$9.74M +$9.92M +351,000 New
NW
162
NewEdge Wealth
Pennsylvania
$9.71M +$1.79M +63,342 +22%
BA
163
Bellwether Advisors
Nebraska
$9.68M +$9.85M +348,674 New
JG
164
Jefferies Group
New York
$9.65M -$23.6M -834,998 -71%
DLCIG
165
D.L. Carlson Investment Group
New Hampshire
$9.61M +$204K +7,222 +2%
FIB
166
First Interstate Bank
Montana
$9.38M -$82.9K -2,934 -0.9%
IA
167
IndexIQ Advisors
New York
$9.14M +$4.37M +154,800 +89%
Simplex Trading
168
Simplex Trading
Illinois
$9.08M +$5.15M +182,348 +126%
V
169
Veritable
Delaware
$9.06M -$72.7K -2,574 -0.8%
RMC
170
Regis Management Company
California
$9.06M -$663K -23,458 -7%
ICG
171
InterOcean Capital Group
Tennessee
$9.06M +$1.63M +57,608 +21%
LGA
172
Lebenthal Global Advisors
New York
$9.04M +$8.62M +305,048 +1,482%
CA
173
Crumly & Associates
Illinois
$8.88M +$1.86M +65,844 +34%
BFIC
174
Bedell Frazier Investment Counselling
California
$8.85M +$216K +7,662 +2%
DCM
175
Disciplina Capital Management
Tennessee
$8.74M +$54.8K +1,940 +0.6%

XLE Hedge Fund Activity: Q4 2021 in Review

1,382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2021, worth a combined $15.2B — down 71% from $52.3B a quarter earlier.

Buyers outnumbered sellers: 278 funds opened new XLE positions and 104 closed out — a net gain of 174 holders — while 575 added to existing stakes and 393 trimmed.

The largest buyer was Barclays, adding an estimated $426M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $313M sold.

  • 1,382 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2021, up from 1,228 in Q3 2021.
  • Funds reported $15.2B of State Street Energy Select Sector SPDR ETF stock for Q4 2021, down 71% quarter-over-quarter.
  • 278 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2021 and 104 closed out, a net change of +174 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2021 was Barclays, an estimated $426M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2021.