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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
Osaic Holdings
26
Osaic Holdings
Arizona
$119M -$38.6M -1,021,318 -24%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$118M +$3.01M +79,478 +2%
Truist Financial
28
Truist Financial
North Carolina
$117M -$17.7M -468,338 -13%
Wealthfront Advisers
29
Wealthfront Advisers
California
$112M -$6.95M -183,686 -6%
MIH
30
Meitav Investment House
Israel
$107M -$6.02M -159,266 -5%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$105M +$61M +1,614,254 +124%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$101M
Baird Financial Group
33
Baird Financial Group
Wisconsin
$98.5M +$2.46M +65,104 +2%
PPFA
34
Provida Pension Fund Administrator
Chile
$88.1M -$34.2M -904,354 -27%
PP
35
Prudential plc
United Kingdom
$85.8M +$83.6M +2,210,678 +1,292%
MCM
36
Moore Capital Management
New York
$83.8M -$1M -26,570 -1%
CWM
37
Congress Wealth Management
Massachusetts
$80.7M +$2.08M +54,992 +3%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$80.5M +$45M +1,191,078 +114%
State Street
39
State Street
Massachusetts
$78.6M -$9.6M -253,934 -10%
SRA
40
Summit Rock Advisors
New York
$78.1M +$18.3M +482,670 +29%
EPFB
41
Employees Provident Fund Board
Malaysia
$77.4M -$8.03M -212,420 -9%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$75.7M +$35.4M +936,838 +80%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$74.2M +$15.5M +409,670 +25%
AIL
44
AGF Investments LLC
Ontario, Canada
$74M +$15.1M +400,074 +24%
AII
45
AGF Investments Inc
Ontario, Canada
$74M +$15.1M +400,000 +24%
Stifel Financial
46
Stifel Financial
Missouri
$73.5M +$169K +4,466 +0.2%
OAC
47
OMERS Administration Corp
Ontario, Canada
$70.9M
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$68.4M -$429K -11,338 -0.6%
HighTower Advisors
49
HighTower Advisors
Illinois
$68.2M +$12.4M +327,528 +21%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$63.3M +$4.97M +131,392 +8%

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.