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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
SAM
701
Secure Asset Management
Michigan
$1.31M +$889K +23,502 +181%
FTA
702
Financial & Tax Architects
Missouri
$1.31M -$24.8K -656 -2%
EW
703
Evoke Wealth
California
$1.3M +$4.16K +110 +0.3%
PFA
704
Peak Financial Advisors
Colorado
$1.3M +$1.37M +36,192 New
AFM
705
Andesa Financial Management
Pennsylvania
$1.3M +$674K +17,834 +97%
PWLP
706
Prio Wealth Limited Partnership
Massachusetts
$1.3M
FAB
707
First American Bank
Illinois
$1.3M
CWMGP
708
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.3M -$100K -2,656 -7%
ACI
709
Alpha Cubed Investments
California
$1.3M -$2.57M -68,072 -65%
CS
710
Cannell & Spears
New York
$1.3M
JSL
711
JT Stratford LLC
Georgia
$1.29M -$844K -22,306 -38%
CS
712
Comerica Securities
Michigan
$1.29M -$349K -9,232 -21%
CL
713
COWA LLC
Oklahoma
$1.28M +$2.12K +56 +0.2%
BAM
714
Blueshift Asset Management
New Jersey
$1.27M +$40.1K +1,060 +3%
DWM
715
Dakota Wealth Management
Florida
$1.27M +$1.33M +35,154 New
PAM
716
Peak Asset Management
Colorado
$1.26M +$23.8K +630 +2%
CICI
717
Capital Investment Counsel Inc
North Carolina
$1.26M -$34K -900 -3%
MBTD
718
Mechanics Bank - Trust Department
California
$1.26M +$98.1K +2,594 +8%
WT
719
Washington Trust
Rhode Island
$1.25M +$487K +12,886 +59%
CAIMH
720
Central Asset Investments & Management Holdings
Hong Kong
$1.25M -$280K -7,400 -18%
MCM
721
Monument Capital Management
Virginia
$1.24M +$276K +7,308 +27%
WPC
722
White Pine Capital
Minnesota
$1.24M
MM
723
Main Management
California
$1.23M +$257K +6,800 +25%
DWT
724
Dorsey & Whitney Trust
South Dakota
$1.22M +$218K +5,772 +20%
BCFS
725
Butensky & Cohen Financial Security
Florida
$1.22M -$128K -3,392 -9%

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.