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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
IMOV
351
Investment Management of Virginia
Virginia
$4.6M +$1.51K +40 +0%
PCM
352
Parsons Capital Management
Rhode Island
$4.6M +$82.8K +2,190 +2%
KPWS
353
Kestra Private Wealth Services
Texas
$4.58M +$1.2M +31,646 +33%
Man Group
354
Man Group
United Kingdom
$4.57M +$4.8M +126,872 New
WAS
355
WESPAC Advisors SoCal
California
$4.54M +$408K +10,782 +12%
FFM
356
Fullerton Fund Management
Singapore
$4.53M -$23.3M -615,486 -83%
CCMD
357
Cypress Capital Management (Delaware)
Delaware
$4.51M -$3.78K -100 -0.1%
WS
358
Wedbush Securities
California
$4.5M +$112K +2,952 +2%
BCM
359
Brookstone Capital Management
Illinois
$4.5M -$376K -9,936 -8%
SFBLI
360
Southern Farm Bureau Life Insurance
Mississippi
$4.48M
WAG
361
Winthrop Advisory Group
Massachusetts
$4.47M -$295K -7,812 -6%
AWM
362
Act Wealth Management
Texas
$4.45M +$82.5K +2,182 +2%
Capital Fund Management (CFM)
363
Capital Fund Management (CFM)
France
$4.44M +$4.67M +123,366 New
HNW
364
High Note Wealth
Minnesota
$4.39M +$247K +6,520 +7%
GIA
365
Gladstone Institutional Advisory
Florida
$4.36M -$950K -25,124 -17%
OLVIG
366
Oliver Lagore Vanvalin Investment Group
Michigan
$4.36M +$4.19M +110,712 +1,055%
AF
367
Allworth Financial
California
$4.36M -$1.85M -48,982 -29%
Mercer Global Advisors
368
Mercer Global Advisors
Colorado
$4.3M +$490K +12,964 +12%
TS
369
Tamar Securities
California
$4.28M -$5.82K -154 -0.1%
PHS
370
Pekin Hardy Strauss
Illinois
$4.28M +$96.4K +2,550 +2%
Comerica Bank
371
Comerica Bank
Texas
$4.26M -$796K -21,044 -18%
NSAM
372
North Star Asset Management
Wisconsin
$4.25M -$89.3K -2,362 -2%
DC
373
Davenport & Co
Virginia
$4.25M +$52.1K +1,378 +1%
GLA
374
Great Lakes Advisors
Illinois
$4.24M -$13.4K -354 -0.3%
LFPWM
375
Leicht Financial Planning & Wealth Management
New Jersey
$4.24M +$406K +10,744 +10%

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.