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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
TFA
326
Toth Financial Advisory
Virginia
$5.26M -$38.5K -1,018 -0.7%
LCWP
327
Legacy Capital Wealth Partners
Arkansas
$5.25M -$86.8K -2,294 -2%
1IA
328
1834 Investment Advisors
Wisconsin
$5.24M +$719K +19,020 +15%
PE
329
Point72 Europe
United Kingdom
$5.21M +$5M +132,200 +1,049%
NL
330
NWAM LLC
Washington
$5.18M +$224K +5,936 +4%
IRC
331
Investors Research Corp
Georgia
$5.17M +$275K +7,262 +5%
FFN
332
Focus Financial Network
Minnesota
$5.12M -$2.16M -57,096 -29%
PCM
333
Poehling Capital Management
Wisconsin
$5.09M -$829K -21,924 -13%
PPWP
334
Proquility Private Wealth Partners
Nevada
$5.08M -$79.9K -2,114 -1%
GCA
335
Genesee Capital Advisors
New York
$5.08M +$41.3K +1,092 +0.8%
DCM
336
Donaldson Capital Management
Indiana
$5.04M -$928K -24,534 -15%
SF
337
Synovus Financial
Georgia
$5M -$824K -21,778 -14%
FGG
338
Financial Guidance Group
Florida
$4.99M +$5.25M +138,692 New
AIM
339
AMI Investment Management
Indiana
$4.98M +$763K +20,178 +17%
TF
340
Trek Financial
Arizona
$4.97M +$1.87M +49,516 +56%
CI
341
CX Institutional
Indiana
$4.97M +$789K +20,858 +18%
MAG
342
MRA Advisory Group
New Jersey
$4.88M +$85.4K +2,258 +2%
CRI
343
Colonial River Investments
Virginia
$4.85M +$583K +15,404 +13%
CAC
344
Certified Advisory Corp
Florida
$4.8M +$303K +8,008 +6%
AA
345
Advisory Alpha
Michigan
$4.8M -$122K -3,232 -2%
BIM
346
Bullseye Investment Management
Ohio
$4.78M -$5.66M -149,536 -56%
ZIG
347
Zurich Insurance Group
Switzerland
$4.67M -$899K -23,780 -17%
VF
348
Virtu Financial
New York
$4.65M -$15.4M -406,454 -76%
VDI
349
Vaughan David Investments
Illinois
$4.63M -$32.8K -866 -0.7%
GT
350
Glenmede Trust
Pennsylvania
$4.62M -$1.01M -26,616 -17%

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.