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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
LSAG
501
Lake Street Advisors Group
New Hampshire
$2.6M +$18.3K +484 +0.7%
CFD
502
Creative Financial Designs
Indiana
$2.58M -$81.5K -2,156 -3%
BS
503
Boenning & Scattergood
Pennsylvania
$2.58M +$50.5K +1,336 +2%
VAFP
504
Vahanian & Associates Financial Planning
New York
$2.58M +$492K +13,004 +22%
KWM
505
Kingsview Wealth Management
Oregon
$2.57M -$2.01M -53,112 -43%
WAS
506
Wealth Advisory Solutions
Indiana
$2.57M +$375K +9,908 +16%
FWA
507
FOCUS Wealth Advisors
Texas
$2.57M +$454 +12 +0%
PFA
508
Pettinga Financial Advisors
Indiana
$2.56M -$758K -20,038 -22%
PP
509
Paloma Partners
Connecticut
$2.55M +$2.68M +70,930 New
BFG
510
Beacon Financial Group
Texas
$2.55M -$179K -4,732 -6%
LBC
511
Lowe Brockenbrough & Co
Virginia
$2.54M -$16.6K -438 -0.6%
VLC
512
Van Leeuwen & Company
New Jersey
$2.52M +$2.64M +69,856 New
NAG
513
Northstar Advisory Group
New Jersey
$2.49M +$12.6K +332 +0.5%
CIM
514
Confluence Investment Management
Missouri
$2.47M +$156K +4,122 +6%
CA
515
Cumberland Advisors
Florida
$2.47M +$2.59M +68,500 New
AA
516
Ancora Advisors
Ohio
$2.46M +$102K +2,692 +4%
VRM
517
Vectors Research Management
New York
$2.45M -$2.65M -70,160 -51%
BPGAM
518
BTG Pactual Global Asset Management
Bermuda
$2.45M -$813K -21,500 -24%
VWA
519
Visionary Wealth Advisors
Illinois
$2.44M -$3.5M -92,486 -58%
PFPT
520
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.44M +$150K +3,958 +6%
MCP
521
Mirador Capital Partners
California
$2.43M +$1.98M +52,418 +346%
AGA
522
Accuvest Global Advisors
Utah
$2.43M +$2.42K +64 +0.1%
CGA
523
Crescent Grove Advisors
Illinois
$2.43M +$766K +20,254 +43%
VAS
524
Valicenti Advisory Services
New York
$2.42M -$157K -4,150 -6%
FNBT
525
FineMark National Bank & Trust
Florida
$2.41M +$717K +18,968 +40%

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.