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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
WWM
276
WJ Wealth Management
Arizona
$6.41M -$4.4M -116,244 -39%
FA
277
Fagan Associates
New York
$6.37M +$511K +13,518 +8%
EP
278
Eudaimonia Partners
Tennessee
$6.37M -$219K -5,804 -3%
QAM
279
Q3 Asset Management
Michigan
$6.36M -$279K -7,388 -4%
BHWM
280
Bar Harbor Wealth Management
New Hampshire
$6.35M -$61.3K -1,620 -0.9%
SMFG
281
Sumitomo Mitsui Financial Group
Japan
$6.34M +$6.66M +176,000 New
EVM
282
Eaton Vance Management
Massachusetts
$6.29M +$2.42M +64,100 +58%
ASN
283
Advisory Services Network
Georgia
$6.25M -$2.06M -54,386 -24%
CWM
284
Cadence Wealth Management
Massachusetts
$6.25M +$186K +4,916 +3%
TA
285
TruWealth Advisors
Louisiana
$6.22M +$305K +8,058 +5%
TGAM
286
TBH Global Asset Management
Tennessee
$6.18M -$36.2K -958 -0.6%
SCP
287
Silverleafe Capital Partners
Tennessee
$6.15M +$3.36M +88,906 +109%
WIP
288
WealthCare Investment Partners
Rhode Island
$6.11M +$255K +6,738 +4%
GWM
289
Geneos Wealth Management
Colorado
$6.08M -$1.39M -36,764 -18%
FTS
290
Fifth Third Securities
Ohio
$6.07M +$849K +22,446 +15%
LWAC
291
Laurel Wealth Advisors (California)
California
$6.01M -$626K -16,560 -9%
HCM
292
Hilton Capital Management
New York
$6M -$5.7M -150,790 -47%
SMG
293
Spectrum Management Group
Indiana
$5.96M -$2.81M -74,282 -31%
MPCG
294
Matrix Private Capital Group
New York
$5.94M +$113K +2,986 +2%
CA
295
Continental Advisors
Utah
$5.94M
TC
296
TownSquare Capital
Utah
$5.87M -$3.37M -89,174 -35%
IC
297
Innealta Capital
Texas
$5.85M +$1.29M +34,162 +27%
APA
298
American Portfolios Advisors
New York
$5.83M -$1.1M -29,116 -15%
Bank of New York Mellon
299
Bank of New York Mellon
New York
$5.78M -$40.8K -1,078 -0.7%
3F
300
360 Financial
Minnesota
$5.76M +$211K +5,584 +4%

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.