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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
SSG
426
Summit Securities Group
New York
$3.33M +$2.66M +70,268 +317%
MSA
427
McAlister Sweet & Associates
Texas
$3.32M +$3.49M +92,170 New
MAP
428
Milestone Advisory Partners
North Carolina
$3.29M -$15.1K -400 -0.4%
Koshinski Asset Management
429
Koshinski Asset Management
Illinois
$3.27M +$326K +8,616 +10%
EWA
430
EP Wealth Advisors
California
$3.24M +$1.38M +36,412 +68%
FNC
431
First National Corp
Massachusetts
$3.22M -$1.61M -42,704 -32%
AI
432
Atria Investments
North Carolina
$3.21M -$1.13M -29,768 -25%
GWSG
433
GPS Wealth Strategies Group
Colorado
$3.21M +$187K +4,938 +6%
RC
434
Roundview Capital
New Jersey
$3.19M +$159K +4,214 +5%
CFA
435
Camarda Financial Advisors
Florida
$3.19M +$3.35M +88,704 New
CCM
436
Covington Capital Management
California
$3.19M +$16.7K +442 +0.5%
SL
437
Salomon & Ludwin
Virginia
$3.19M +$128K +3,392 +4%
Simplex Trading
438
Simplex Trading
Illinois
$3.19M -$13.9M -366,512 -81%
PCS
439
Personal CFO Solutions
New Jersey
$3.19M -$1.15M -30,300 -26%
AWP
440
Ascent Wealth Partners
New York
$3.18M -$741K -19,604 -18%
CAMG
441
CWA Asset Management Group
Florida
$3.18M -$421K -11,142 -11%
BF
442
BOK Financial
Oklahoma
$3.17M +$1,000K +26,436 +43%
GB
443
Gunma Bank
Japan
$3.17M +$3.33M +88,000 New
VWM
444
Venturi Wealth Management
Texas
$3.17M +$409K +10,806 +14%
Franklin Resources
445
Franklin Resources
California
$3.16M -$8.02K -212 -0.2%
UAS
446
United Asset Strategies
New York
$3.16M +$514K +13,588 +18%
SWM
447
Segment Wealth Management
Texas
$3.15M -$8.05M -212,894 -71%
GCM
448
Graham Capital Management
Connecticut
$3.15M +$3.31M +87,400 New
TI
449
TTP Investments
California
$3.14M +$30.9K +818 +0.9%
AA
450
AlphaMark Advisors
Kentucky
$3.13M +$64.6K +1,708 +2%

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.