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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
CG
176
Cutler Group
California
$8.7M +$4.86M +172,150 +122%
AAM
177
Ameraudi Asset Management
New York
$8.68M +$7.24M +256,068 +450%
FSA
178
Financial Sense Advisors
California
$8.67M -$452K -15,986 -5%
IB
179
Iyo Bank
Japan
$8.63M +$8.78M +310,800 New
IF
180
Intrua Financial
Texas
$8.59M +$1.08M +38,274 +14%
CF
181
Clarity Financial
Texas
$8.57M +$2.24M +79,350 +35%
FPCM
182
Financial Partners Capital Management
New York
$8.45M -$336K -11,898 -4%
SPC
183
Sigma Planning Corp
Michigan
$8.28M +$1.71M +60,508 +25%
BWM
184
Biltmore Wealth Management
Arizona
$8.19M -$394K -13,948 -5%
FMLI
185
Fukoku Mutual Life Insurance
Japan
$8.05M
SCP
186
Stamos Capital Partners
California
$8.02M -$205K -7,240 -2%
UCFA
187
United Capital Financial Advisors
Texas
$7.92M +$747K +26,438 +10%
DY
188
Dowling & Yahnke
California
$7.84M +$296K +10,460 +4%
BB
189
Busey Bank
Illinois
$7.84M -$588K -20,820 -7%
DADC
190
D.A. Davidson & Co
Montana
$7.82M +$237K +8,402 +3%
Mariner
191
Mariner
Kansas
$7.79M +$5.64M +199,512 +246%
Cerity Partners
192
Cerity Partners
New York
$7.61M +$7.75M +274,362 New
BAM
193
Belpointe Asset Management
Nevada
$7.61M +$4M +141,440 +107%
Vontobel Holding
194
Vontobel Holding
Switzerland
$7.6M -$2.73M -96,720 -26%
UF
195
Univest Financial
Pennsylvania
$7.52M -$172K -6,096 -2%
PCIA
196
Prime Capital Investment Advisors
Kansas
$7.52M +$244K +8,632 +3%
LJCM
197
Lee Johnson Capital Management
Texas
$7.43M +$7.56M +267,612 New
SWM
198
Spire Wealth Management
Virginia
$7.42M +$660K +23,346 +10%
FWM
199
Focused Wealth Management
New York
$7.19M +$147K +5,192 +2%
KeyBank National Association
200
KeyBank National Association
Ohio
$7.16M +$1.54M +54,454 +27%

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.