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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
SCP
576
Stamos Capital Partners
California
$1.97M -$2.05M -54,160 -50%
EGA
577
Eagle Global Advisors
Texas
$1.96M +$3.78K +100 +0.2%
ACA
578
Atlas Capital Advisors
Wyoming
$1.96M +$180K +4,752 +10%
OPS
579
Orion Portfolio Solutions
Nebraska
$1.94M +$116K +3,058 +6%
KFGK
580
Keystone Financial Group (Kentucky)
Kentucky
$1.93M -$131K -3,468 -6%
FFP
581
Forbes Financial Planning
Rhode Island
$1.92M -$15.6K -412 -0.8%
BHIA
582
Birch Hill Investment Advisors
Massachusetts
$1.92M -$18.5K -490 -0.9%
IA
583
IFG Advisory
Georgia
$1.91M +$165K +4,374 +9%
EP
584
Edgestream Partners
New Jersey
$1.9M +$1.44M +38,060 +259%
ZIG
585
Zullo Investment Group
Pennsylvania
$1.89M +$230K +6,086 +13%
SB
586
Simmons Bank
Arkansas
$1.89M +$15.3K +404 +0.8%
MPPLM
587
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.89M -$455K -12,040 -19%
SEA
588
Stegent Equity Advisors
Texas
$1.85M +$1.94M +51,414 New
Jennison Associates
589
Jennison Associates
New York
$1.84M +$17.8K +470 +0.9%
IFWM
590
Institute for Wealth Management
Colorado
$1.84M -$7.41K -196 -0.4%
BCM
591
Beck Capital Management
Texas
$1.83M +$1.93M +50,968 New
JWBC
592
J.W. Burns & Co
New York
$1.83M -$45K -1,190 -2%
TPCW
593
TD Private Client Wealth
New York
$1.83M -$714K -18,868 -27%
ANTB
594
AMG National Trust Bank
Colorado
$1.83M +$604K +15,962 +46%
FHA
595
Flagship Harbor Advisors
Massachusetts
$1.82M +$524K +13,864 +38%
WAP
596
Wealthcare Advisory Partners
Pennsylvania
$1.82M +$240K +6,342 +14%
AGAM
597
Audent Global Asset Management
California
$1.82M -$62.6K -1,654 -3%
WAOI
598
Wealth Advisors of Iowa
Iowa
$1.81M -$5.82M -153,898 -75%
SC
599
Skylands Capital
Wisconsin
$1.8M +$1.09M +28,900 +136%
OR
600
Olympiad Research
Connecticut
$1.78M -$1.94M -51,214 -51%

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.