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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
CA
626
Claro Advisors
Massachusetts
$1.66M
IA
627
Icon Advisers
Colorado
$1.66M +$1.74M +46,000 New
ST
628
Sabal Trust
Florida
$1.64M -$76.9K -2,034 -4%
PPG
629
Peak Planning Group
Colorado
$1.64M +$141K +3,718 +9%
IP
630
Intellectus Partners
California
$1.64M +$90.8K +2,400 +6%
RFWA
631
RPg Family Wealth Advisory
Massachusetts
$1.63M +$263K +6,950 +21%
BSW
632
Buckingham Strategic Wealth
Missouri
$1.63M -$756 -20 -0%
SFI
633
SPC Financial Inc
Maryland
$1.63M +$187K +4,932 +12%
BCM
634
Boltwood Capital Management
California
$1.63M +$92.1K +2,436 +6%
GCMG
635
Gyroscope Capital Management Group
Florida
$1.63M +$40.9K +1,082 +2%
MRC
636
Millburn Ridgefield Corp
New York
$1.62M +$1.69M +44,734 +15,641%
FPCP
637
Fort Point Capital Partners
California
$1.61M +$950K +25,130 +128%
CWM
638
Cornerstone Wealth Management
Missouri
$1.6M -$71.1K -1,880 -4%
CCM
639
Corsair Capital Management
New York
$1.6M -$605 -16 -0%
WFA
640
West Financial Advisors
Iowa
$1.59M +$1.67M +44,220 New
PA
641
Pinnacle Associates
New York
$1.59M -$31.2K -826 -2%
WI
642
Wintrust Investments
Illinois
$1.57M -$128K -3,394 -7%
DIA
643
Dana Investment Advisors
Wisconsin
$1.57M +$103K +2,722 +7%
SSB
644
Sandy Spring Bank
Maryland
$1.56M -$102K -2,708 -6%
PAS
645
Park Avenue Securities
New York
$1.55M -$127K -3,362 -7%
MC
646
Martin & Co
Tennessee
$1.55M +$26.1K +690 +2%
GI
647
GAMCO Investors
Connecticut
$1.55M
MA
648
Momentum Advisors
New York
$1.54M +$87K +2,300 +6%
SC
649
SouthState Corp
Florida
$1.54M -$6.81K -180 -0.4%
CGFA
650
Colton Groome Financial Advisors
North Carolina
$1.53M -$68.3K -1,806 -4%

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.