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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
AWM
551
Avondale Wealth Management
Texas
$2.17M +$1.29M +34,052 +129%
PPP
552
Private Portfolio Partners
New Jersey
$2.17M +$368K +9,736 +19%
GSIS
553
Global Strategic Investment Solutions
Arizona
$2.17M -$250K -6,616 -10%
FFA
554
Fairfield Financial Advisors
Massachusetts
$2.17M +$592K +15,660 +35%
JRP
555
Jasper Ridge Partners
California
$2.16M
DWA
556
Delos Wealth Advisors
Texas
$2.14M -$29.4K -778 -1%
EWM
557
EPG Wealth Management
Georgia
$2.13M -$1.24M -32,818 -36%
CWP
558
Capital Wealth Planning
Florida
$2.13M +$830K +21,950 +59%
AMI
559
Amica Mutual Insurance
Rhode Island
$2.13M +$348K +9,208 +18%
JIP
560
Jaffetilchin Investment Partners
Florida
$2.12M +$63.2K +1,672 +3%
CWA
561
Clarus Wealth Advisors
Arizona
$2.12M -$887K -23,448 -31%
SF
562
Summit Financial
New Jersey
$2.12M +$350K +9,242 +19%
CFA
563
Cahill Financial Advisors
Minnesota
$2.11M -$411K -10,870 -16%
MYIA
564
Mount Yale Investment Advisors
Colorado
$2.1M +$40.9K +1,082 +2%
PAG
565
Private Advisory Group
Washington
$2.08M +$1.15M +30,486 +111%
NCM
566
Narwhal Capital Management
Georgia
$2.06M
BAAM
567
Baker Avenue Asset Management
California
$2.02M -$25.8K -682 -1%
FDCDDQ
568
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.02M +$67.3K +1,780 +3%
OPOWM
569
One Plus One Wealth Management
Florida
$2.02M -$172K -4,550 -7%
BA
570
Bellwether Advisors
Nebraska
$2.01M -$112K -2,972 -5%
RCAG
571
Rehmann Capital Advisory Group
Michigan
$1.99M +$60.1K +1,588 +3%
FBFS
572
First Business Financial Services
Wisconsin
$1.98M -$1.23M -32,462 -60%
AMM
573
American Money Management
California
$1.97M -$22.9K -606 -1%
FMTCOCP
574
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.97M +$22.6K +598 +1%
MW
575
MBL Wealth
North Carolina
$1.97M +$642K +16,976 +45%

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.