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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
APW
376
Atlantic Private Wealth
North Carolina
$4.23M -$223K -5,908 -5%
Brown Advisory
377
Brown Advisory
Maryland
$4.22M +$1.77M +46,836 +67%
RFC
378
Regions Financial Corp
Alabama
$4.1M +$472K +12,482 +12%
FWM
379
Focused Wealth Management
New York
$4.08M +$40.2K +1,062 +0.9%
NSLI
380
Nan Shan Life Insurance
Taiwan
$4.08M +$4.28M +113,200 New
CIP
381
Capital Insight Partners
Arizona
$4.05M -$704K -18,610 -14%
FNT
382
First National Trust
Pennsylvania
$4.04M -$272K -7,204 -6%
LRWA
383
Long Run Wealth Advisors
New York
$4.04M +$85.9K +2,272 +2%
WPW
384
Waldron Private Wealth
Pennsylvania
$4.03M -$35.5K -940 -0.8%
KWMG
385
King Wealth Management Group
Florida
$4.02M +$168K +4,432 +4%
IWMWV
386
Ironwood Wealth Management (West Virginia)
West Virginia
$4.01M -$15.3K -404 -0.4%
SFA
387
Sequoia Financial Advisors
Ohio
$3.99M -$407K -10,758 -9%
VA
388
Valmark Advisers
Ohio
$3.97M +$265K +7,010 +7%
ABC
389
Associated Banc-Corp
Wisconsin
$3.97M +$51.5K +1,362 +1%
AIC
390
Ayalon Insurance Company
Israel
$3.96M -$1.01M -26,800 -20%
SWA
391
Stratos Wealth Advisors
Ohio
$3.94M -$1.84M -48,554 -31%
SB
392
Strategic Blueprint
Georgia
$3.9M -$1.47M -38,996 -26%
ML
393
McAdam LLC
Pennsylvania
$3.88M +$301K +7,948 +8%
VST
394
Van Strum & Towne
California
$3.83M -$80.9K -2,138 -2%
IFPG
395
Intrepid Financial Planning Group
Indiana
$3.81M +$15.2K +402 +0.4%
Millennium Management
396
Millennium Management
New York
$3.81M -$48.7M -1,288,144 -92%
PIN
397
Prudent Investors Network
California
$3.75M +$68.9K +1,822 +2%
GM
398
GeoWealth Management
Illinois
$3.73M +$1.71M +45,336 +78%
SFS
399
Solitude Financial Services
Virginia
$3.72M +$169K +4,478 +5%
MTC
400
Matrix Trust Company
Colorado
$3.72M -$287K -7,584 -7%

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.