We are live on ! Find out more
XLE icon

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
ICG
176
InterOcean Capital Group
Tennessee
$11.8M -$615K -17,768 -5%
AWE
177
Avidian Wealth Enterprises
Texas
$11.7M +$4.78M +137,890 +82%
VI
178
Vestcor Inc
New Brunswick, Canada
$11.5M -$1.99M -57,400 -16%
BRWA
179
B. Riley Wealth Advisors
Florida
$11.5M +$5.36M +154,710 +106%
DY
180
Dowling & Yahnke
California
$11.5M +$596K +17,214 +6%
HF
181
HRT Financial
New York
$11.4M -$11.4M -330,388 -53%
FMLI
182
Fukoku Mutual Life Insurance
Japan
$11.1M
LSAG
183
Lake Street Advisors Group
New Hampshire
$11M -$5.34M -154,076 -35%
NW
184
NewEdge Wealth
Pennsylvania
$11M -$2.17M -62,692 -18%
DADC
185
D.A. Davidson & Co
Montana
$10.9M +$129K +3,728 +1%
IA
186
IndexIQ Advisors
New York
$10.9M -$1.55M -44,862 -14%
SWM
187
Spire Wealth Management
Virginia
$10.7M +$440K +12,702 +5%
NFG
188
Norris Financial Group
South Carolina
$10.7M +$4.87M +140,610 +101%
BB
189
Busey Bank
Illinois
$10.7M -$116K -3,362 -1%
I
190
INVST
Indiana
$10.6M -$2.58M -74,560 -21%
IF
191
Intrua Financial
Texas
$10.6M -$1.15M -33,338 -11%
Creative Planning
192
Creative Planning
Kansas
$10.5M +$1.01M +29,058 +12%
BWM
193
Biltmore Wealth Management
Arizona
$10.5M -$687K -19,828 -7%
FPCM
194
Financial Partners Capital Management
New York
$10.5M -$1.01M -29,160 -10%
MW
195
Marks Wealth
Maryland
$10.4M -$14.9M -430,240 -61%
FAIM
196
Financial Advocates Investment Management
Washington
$10.4M +$833K +24,040 +10%
AP
197
Appleton Partners
Massachusetts
$10.2M +$3.26M +94,138 +54%
Mariner
198
Mariner
Kansas
$10.2M -$447K -12,898 -5%
ACP
199
Aveo Capital Partners
Colorado
$10.1M +$889K +25,664 +11%
PAI
200
Pittenger & Anderson Inc
Nebraska
$10.1M +$412K +11,900 +5%

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.