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State Street Energy Select Sector SPDR ETF

1,558 hedge funds and large institutions have $19.9B invested in State Street Energy Select Sector SPDR ETF in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 633 increasing their positions, 619 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.48% more ownership

Funds ownership: 110.4%119.88% (+9.5%)

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.26B)

2% more repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 619

2% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 127

2% less funds holding in top 10

Funds holding in top 10: 117115 (-2)

2% less funds holding

Funds holding: 1,5901,558 (-32)

56% less call options, than puts

Call options by funds: $4.84B | Put options by funds: $11.1B

Holders
1,558
Holders Change
-32
Holders Change %
-2.01%
% of All Funds
26.84%
Holding in Top 10
115
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.71%
% of All Funds
1.98%
New
124
Increased
633
Reduced
619
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
251
Avidian Wealth Enterprises
Texas
$7.13M -$8.87M -234,502 -54%
National Bank of Canada
252
National Bank of Canada
Quebec, Canada
$7.13M -$463K -12,242 -6%
OAG
253
Orbis Allan Gray
Bermuda
$7.11M -$795K -21,034 -10%
VanEck Associates
254
VanEck Associates
New York
$7.1M -$859K -22,710 -10%
M&T Bank
255
M&T Bank
New York
$7.09M -$460K -12,160 -6%
BFEC
256
Benjamin F. Edwards & Company
Missouri
$7.07M -$184K -4,868 -2%
WH
257
Whitcomb & Hess
Ohio
$6.95M +$33.4K +884 +0.5%
AAS
258
Ameritas Advisory Services
Nebraska
$6.92M +$1.32M +34,876 +22%
MFS
259
Madrona Financial Services
Washington
$6.91M +$98.6K +2,608 +1%
MYLI
260
Meiji Yasuda Life Insurance
Japan
$6.86M +$3.08M +81,490 +75%
LNC
261
Lincoln National Corp
Pennsylvania
$6.84M +$478K +12,632 +7%
MA
262
Mutual Advisors
Nebraska
$6.74M +$1.88M +49,758 +36%
WANY
263
Wealthspire Advisors (New York)
New York
$6.73M -$693K -18,318 -9%
NFG
264
Norris Financial Group
South Carolina
$6.7M -$1.65M -43,724 -19%
MHS
265
M Holdings Securities
Oregon
$6.7M -$79.9K -2,114 -1%
CCA
266
Cadent Capital Advisors
Oklahoma
$6.69M -$1.64M -43,284 -19%
WA
267
WBH Advisory
Maryland
$6.66M -$1.34M -35,466 -16%
TNB
268
Thomasville National Bank
Georgia
$6.64M -$184K -4,870 -3%
HI
269
Harbour Investments
Wisconsin
$6.64M
RMC
270
Regis Management Company
California
$6.61M -$455K -12,032 -6%
PWS
271
Peterson Wealth Services
Utah
$6.52M +$266K +7,040 +4%
PF
272
Phoenix Financial
Israel
$6.51M +$2.68M +70,892 +65%
OBWG
273
Onyx Bridge Wealth Group
New York
$6.49M +$1.16M +30,650 +23%
TSS
274
Two Sigma Securities
New York
$6.45M +$341K +9,022 +5%
SFS
275
Sowell Financial Services
Arkansas
$6.42M +$6.74M +178,212 New

XLE Hedge Fund Activity: Q3 2022 in Review

1,558 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2022, worth a combined $19.9B — up 6.7% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of XLE and 124 opened new positions — a net loss of 3 holders — while 619 trimmed existing stakes and 633 added.

The largest buyer was Morgan Stanley, adding an estimated $530M. The largest seller was Bessemer Group, cutting an estimated $107M.

  • 1,558 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2022, down from 1,590 in Q2 2022.
  • Funds reported $19.9B of State Street Energy Select Sector SPDR ETF stock for Q3 2022, up 6.7% quarter-over-quarter.
  • 124 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2022 and 127 closed out, a net change of -3 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2022 was Morgan Stanley, an estimated $530M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2022 was Bessemer Group, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2022.