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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
CG
451
Cutler Group
California
$3.13M -$2.05M -54,126 -38%
BS
452
Banco Santander
Spain
$3.12M +$235K +6,226 +8%
NFG
453
Nations Financial Group
Iowa
$3.09M -$108K -2,846 -3%
FMC
454
First Merchants Corp
Indiana
$3.09M +$403K +10,662 +14%
RT
455
Rockland Trust
Massachusetts
$3.07M -$19.1K -504 -0.6%
DCM
456
Disciplina Capital Management
Tennessee
$3.06M -$78.4K -2,074 -2%
BCM
457
Bienville Capital Management
New York
$3.05M -$37.6K -994 -1%
JGC
458
J. Goldman & Co
New York
$3.04M +$753K +19,922 +31%
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$3.04M +$185K +4,890 +6%
LWM
460
Laidlaw Wealth Management
New York
$3.03M -$358K -9,468 -10%
SFP
461
Sweet Financial Partners
Minnesota
$3.01M +$152K +4,014 +5%
WWA
462
WCG Wealth Advisors
Nevada
$3.01M -$144K -3,798 -5%
UB
463
UMB Bank
Missouri
$2.99M +$207K +5,482 +7%
IWA
464
IBEX Wealth Advisors
New Jersey
$2.98M -$4.84K -128 -0.2%
JF
465
Jump Financial
Illinois
$2.97M +$1.68M +44,518 +117%
PWW
466
Pettyjohn Wood & White
Virginia
$2.96M -$43K -1,138 -1%
JIC
467
Johnson Investment Counsel
Ohio
$2.96M +$19.5K +516 +0.6%
RSWM
468
Robertson Stephens Wealth Management
California
$2.9M -$1.19M -31,400 -28%
MWM
469
Meridian Wealth Management
Kentucky
$2.9M -$5.38M -142,332 -64%
BCA
470
Bray Capital Advisors
Florida
$2.86M +$105K +2,778 +4%
C1AG
471
Client 1st Advisory Group
Florida
$2.85M -$305K -8,070 -9%
EWA
472
Evolution Wealth Advisors
Florida
$2.85M -$1.03M -27,350 -26%
MFG
473
Magnus Financial Group
New York
$2.84M -$470K -12,436 -14%
HVIA
474
Hudson Valley Investment Advisors
New York
$2.84M -$134K -3,536 -4%
BDAM
475
Blue Door Asset Management
Connecticut
$2.83M

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.