We are live on ! Find out more
XLE icon

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
VRM
201
Vectors Research Management
New York
$7.16M +$1.2M +42,460 +20%
WA
202
WBH Advisory
Maryland
$7.15M -$221K -7,818 -3%
SIMM
203
Stillwater Investment Management (Minnesota)
Minnesota
$7.1M +$175K +6,204 +2%
ASN
204
Advisory Services Network
Georgia
$7.08M +$1.6M +56,786 +29%
CFA
205
Camarda Financial Advisors
Florida
$7.02M +$7.15M +253,074 New
PAI
206
Pittenger & Anderson Inc
Nebraska
$7M -$559K -19,800 -7%
GHA
207
GW Henssler & Associates
Georgia
$6.93M +$236K +8,360 +3%
FAIM
208
Financial Advocates Investment Management
Washington
$6.9M +$890K +31,504 +15%
Creative Planning
209
Creative Planning
Kansas
$6.85M +$571K +20,216 +9%
BCM
210
Beaumont Capital Management
Massachusetts
$6.8M +$6.93M +245,172 New
MD
211
Money Design
Japan
$6.78M -$17.8K -630 -0.3%
FWP
212
Falcon Wealth Planning
California
$6.76M -$445K -15,746 -6%
FHA
213
First Horizon Advisors
Tennessee
$6.76M +$76.2K +2,698 +1%
SSG
214
Summit Securities Group
New York
$6.74M +$4.81M +170,400 +235%
ACP
215
Aveo Capital Partners
Colorado
$6.64M +$834K +29,528 +14%
EE
216
EWG Elevate
California
$6.58M +$6.7M +236,986 New
WH
217
Whitcomb & Hess
Ohio
$6.54M -$1.16M -41,230 -18%
NCM
218
Northwest Capital Management
Oregon
$6.53M +$3.5M +123,980 +190%
SWA
219
Stratos Wealth Advisors
Ohio
$6.51M +$952K +33,708 +17%
CAMG
220
CWA Asset Management Group
Florida
$6.51M +$213K +7,536 +3%
NAM
221
NTV Asset Management
West Virginia
$6.44M -$450K -15,920 -6%
RCA
222
Resonant Capital Advisors
Wisconsin
$6.3M +$856K +30,296 +15%
FCM
223
Fourpath Capital Management
Oklahoma
$6.28M +$6.4M +226,390 New
HC
224
HNP Capital
New York
$6.22M +$1.2M +42,544 +23%
EH
225
Equitable Holdings
New York
$6.19M +$2.82M +99,784 +81%

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.