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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
UWM
476
USAdvisors Wealth Management
Minnesota
$2.81M
SI
477
Stephens Inc
Arkansas
$2.81M -$5.74M -151,798 -66%
SL
478
Stevard LLC
Illinois
$2.79M +$2.93M +77,476 New
HIIFS
479
Harel Insurance Investments & Financial Services
Israel
$2.79M +$13.3K +352 +0.5%
TCA
480
Transcend Capital Advisors
New Jersey
$2.78M -$606K -16,030 -17%
CAM
481
Cresset Asset Management
Illinois
$2.77M -$500K -13,208 -15%
SFA
482
Source Financial Advisors
New York
$2.74M +$1.84M +48,672 +177%
Fisher Asset Management
483
Fisher Asset Management
Washington
$2.73M -$41K -1,084 -1%
SW
484
SVB Wealth
Massachusetts
$2.73M +$138K +3,644 +5%
FFS
485
Founders Financial Securities
Maryland
$2.72M +$771K +20,374 +37%
IIA
486
IPG Investment Advisors
California
$2.72M +$467K +12,348 +20%
DAS
487
Dynamic Advisor Solutions
Arizona
$2.72M -$423K -11,178 -13%
JE
488
JMAC Enterprises
Pennsylvania
$2.71M +$76.8K +2,032 +3%
HA
489
Herold Advisors
New York
$2.71M +$43.6K +1,152 +2%
KA
490
Kovack Advisors
Florida
$2.7M +$2.84M +75,090 New
HT
491
HighTower Trust
Texas
$2.7M
PWG
492
Private Wealth Group
Florida
$2.7M +$4.16K +110 +0.1%
FCM
493
Fourpath Capital Management
Oklahoma
$2.68M +$47.7K +1,262 +2%
EFS
494
Essex Financial Services
Connecticut
$2.67M -$666K -17,598 -19%
XSC
495
X-Square Capital
Puerto Rico
$2.67M +$1.72M +45,366 +158%
WCM
496
Washburn Capital Management
Florida
$2.65M -$792K -20,946 -22%
CFGS
497
Concourse Financial Group Securities
Alabama
$2.63M -$405K -10,716 -13%
CAWM
498
Capital Advisors Wealth Management
Washington
$2.63M -$2.86M -75,756 -51%
CCFCSB
499
Cape Cod Five Cents Savings Bank
Massachusetts
$2.63M -$60.2K -1,592 -2%
GLA
500
Good Life Advisors
Pennsylvania
$2.62M -$755K -19,952 -22%

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.