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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
HCM
151
HMS Capital Management
Tennessee
$14M +$5.31M +153,354 +72%
SWP
152
Stratos Wealth Partners
Ohio
$14M +$7.19M +207,524 +130%
UCFA
153
United Capital Financial Advisors
Texas
$13.9M +$2.75M +79,384 +28%
ONB
154
Old National Bancorp
Indiana
$13.9M +$71.4K +2,062 +0.6%
BS
155
Banco Santander
Spain
$13.9M -$3.08M -89,000 -20%
GVAG
156
Great Valley Advisor Group
Delaware
$13.8M +$11.3M +327,154 +756%
AF
157
Alerus Financial
North Dakota
$13.8M -$2.43M -70,244 -16%
SAM
158
SP Asset Management
California
$13.7M +$132K +3,818 +1%
PCIG
159
Partners Capital Investment Group
Massachusetts
$13.6M +$12.3M +354,614 New
MPW
160
MA Private Wealth
California
$13.5M -$1.14M -33,056 -9%
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$13.5M -$421K -12,166 -3%
FIB
162
First Interstate Bank
Montana
$13.5M +$499K +14,402 +4%
WC
163
Whitney & Co
New York
$13.3M -$2.07M -59,858 -15%
DLCIG
164
D.L. Carlson Investment Group
New Hampshire
$13M -$222K -6,398 -2%
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$12.7M +$10.3M +296,838 +825%
DWP
166
Destiny Wealth Partners
Florida
$12.6M +$11.1M +320,788 +3,321%
EH
167
Equitable Holdings
New York
$12.6M +$3.66M +105,606 +47%
SCM
168
Soros Capital Management
New York
$12.5M +$11.4M +328,000 New
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$12.4M +$11.2M +323,458 New
CWM
170
Cadence Wealth Management
Massachusetts
$12.3M -$11.7M -339,226 -51%
HCM
171
Hilton Capital Management
New York
$12.3M +$11.1M +321,380 New
SG Americas Securities
172
SG Americas Securities
New York
$12.3M -$62.5M -1,803,754 -85%
V
173
Veritable
Delaware
$12.2M -$219K -6,310 -2%
AAM
174
Ameraudi Asset Management
New York
$12.2M +$215K +6,214 +2%
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
$11.9M +$10.6M +304,742 +2,535%

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.