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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
AAM
301
Alphadyne Asset Management
New York
$5.75M +$1.67M +44,246 +38%
RA
302
RFG Advisory
Alabama
$5.71M +$3.46M +91,588 +294%
PWM
303
PRW Wealth Management
Massachusetts
$5.7M -$143K -3,774 -2%
JGCM
304
Joseph Group Capital Management
Ohio
$5.7M +$541K +14,318 +10%
CB
305
Commerce Bank
Missouri
$5.68M +$417K +11,014 +8%
SA
306
Scarborough Advisors
Maryland
$5.65M -$2.2M -58,144 -27%
FCC
307
Florin Court Capital
United Kingdom
$5.59M -$2.69M -71,000 -31%
RWA
308
Redhawk Wealth Advisors
Minnesota
$5.51M -$618K -16,344 -10%
LWM
309
Lyell Wealth Management
California
$5.49M +$549K +14,528 +11%
PCMM
310
Piedmont Capital Management (Montana)
Montana
$5.47M -$141K -3,722 -2%
FWCM
311
Ferguson Wellman Capital Management
Oregon
$5.47M -$55.4K -1,466 -1%
CF
312
Centaurus Financial
California
$5.47M -$183K -4,838 -3%
PIA
313
Perennial Investment Advisors
California
$5.46M +$184K +4,860 +3%
CA
314
CoreCap Advisors
Michigan
$5.41M -$403K -10,646 -7%
QIM
315
Quest Investment Management
Oregon
$5.4M +$1.84M +48,600 +48%
BWM
316
BigSur Wealth Management
Florida
$5.4M -$265K -7,020 -4%
BAM
317
Belpointe Asset Management
Nevada
$5.4M -$1.3M -34,344 -19%
Lazard Asset Management
318
Lazard Asset Management
New York
$5.4M +$5.67M +150,000 New
VIA
319
Vickerman Investment Advisors
Washington
$5.38M +$103K +2,726 +2%
AFS
320
Aft Forsyth & Sober
Florida
$5.34M
SI
321
Saxon Interests
Texas
$5.33M +$740K +19,570 +17%
BDWCC
322
B&D White Capital Company
Texas
$5.31M +$134K +3,556 +2%
PFS
323
Prospera Financial Services
Texas
$5.31M -$49.1K -1,298 -0.9%
PWAC
324
Private Wealth Advisors (California)
California
$5.27M -$84.1K -2,224 -1%
CAL
325
Capital Advisors Ltd
Ohio
$5.27M +$31.5K +832 +0.6%

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.