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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
HAS
401
HBW Advisory Services
California
$3.71M -$236K -6,232 -6%
IAMOG
402
Investors Asset Management of Georgia
Georgia
$3.69M -$415K -10,980 -10%
FHA
403
First Horizon Advisors
Tennessee
$3.67M -$317K -8,382 -8%
EA
404
Eudaimonia Advisors
Tennessee
$3.67M -$20.1K -532 -0.5%
ATPW
405
Ashton Thomas Private Wealth
Arizona
$3.66M +$698K +18,448 +22%
RCP
406
Rothschild Capital Partners
New York
$3.65M -$2.57M -68,016 -40%
FMLI
407
Fukoku Mutual Life Insurance
Japan
$3.6M -$7.19M -190,000 -66%
KFBMI
408
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.6M
SCA
409
Snowden Capital Advisors
New York
$3.6M +$693K +18,316 +22%
IDA
410
Intelligence Driven Advisers
California
$3.57M +$3.28M +86,662 New
Verition Fund Management
411
Verition Fund Management
Connecticut
$3.55M -$323K -8,550 -8%
SIC
412
Sigma Investment Counselors
Michigan
$3.54M +$26.9K +710 +0.7%
UBS AM
413
UBS AM
Illinois
$3.54M -$230K -6,074 -6%
WP
414
WealthSource Partners
California
$3.53M +$622K +16,436 +20%
KF
415
Krilogy Financial
Missouri
$3.52M +$42.6K +1,126 +1%
BRM
416
Boston Research & Management
Massachusetts
$3.49M +$10.6K +280 +0.3%
SCA
417
Stillwater Capital Advisors
Pennsylvania
$3.47M -$250K -6,620 -6%
CAL
418
Capital Analysts LLC
Pennsylvania
$3.46M -$31.6K -836 -0.9%
AWM
419
Apollon Wealth Management
South Carolina
$3.46M -$20.6K -546 -0.6%
ACA
420
Aptus Capital Advisors
Alabama
$3.45M +$3.24M +85,754 +842%
KPW
421
Kore Private Wealth
New York
$3.44M +$2.59M +68,614 +254%
Deutsche Bank
422
Deutsche Bank
Germany
$3.44M +$481K +12,706 +15%
TCBWMS
423
Texas Capital Bank Wealth Management Services
Texas
$3.43M -$5.15M -136,270 -59%
OSNBOA
424
Old Second National Bank of Aurora
Illinois
$3.36M -$35.9K -948 -1%
HG
425
Herbst Group
Connecticut
$3.35M +$30.9K +818 +0.9%

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.