We are live on ! Find out more
XLE icon

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
HC
526
HNP Capital
New York
$2.4M -$1.47M -38,834 -37%
ECM
527
Evergreen Capital Management
Washington
$2.4M +$158K +4,168 +7%
CTC
528
Central Trust Company
Missouri
$2.4M -$2.5K -66 -0.1%
OIA
529
OneDigital Investment Advisors
Kansas
$2.4M +$714K +18,890 +40%
CI
530
Conning Inc
Connecticut
$2.38M
CB
531
Community Bank
New York
$2.38M -$24.6K -650 -1%
CWA
532
Capital Wealth Alliance
Arizona
$2.36M -$383K -10,120 -13%
SP
533
SWS Partners
Ohio
$2.36M +$2.48M +65,474 New
FCA
534
FLC Capital Advisors
California
$2.35M -$187K -4,934 -7%
WAM
535
Weiss Asset Management
Massachusetts
$2.35M +$2.47M +65,252 New
WJA
536
Willis Johnson & Associates
Texas
$2.32M +$228K +6,018 +10%
CIC
537
Carnegie Investment Counsel
Ohio
$2.31M +$1.59M +42,090 +190%
DBIA
538
Dumont & Blake Investment Advisors
New Jersey
$2.3M -$15.2K -402 -0.6%
PBF
539
Petix & Botte Financial
California
$2.3M -$66.3K -1,754 -3%
SFG
540
SNS Financial Group
Minnesota
$2.28M -$30.9K -816 -1%
JG
541
Jefferies Group
New York
$2.27M +$43.4K +1,148 +2%
UBG
542
United Bank (Georgia)
Georgia
$2.25M +$273K +7,230 +13%
FFA
543
Founders Financial Alliance
North Carolina
$2.24M -$16.7K -442 -0.7%
SPI
544
Sutton Place Investors
New York
$2.24M -$12.3K -324 -0.5%
RJT
545
Raymond James Trust
Florida
$2.21M -$372K -9,832 -14%
AO
546
Advisor OS
Illinois
$2.2M +$145K +3,844 +7%
SS
547
Simplicity Solutions
Minnesota
$2.2M +$224K +5,926 +11%
AMG
548
Asset Management Group
Connecticut
$2.2M +$94.6K +2,502 +4%
TCOO
549
Trust Company of Oklahoma
Oklahoma
$2.19M +$28.6K +756 +1%
TFA
550
Transamerica Financial Advisors
Florida
$2.18M -$131K -3,454 -5%

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.