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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
IFA
726
Interactive Financial Advisors
Illinois
$1.22M +$223K +5,886 +21%
JPLA
727
Joseph P. Lucia & Associates
New York
$1.21M +$87.4K +2,310 +7%
IP
728
Investment Partners
Ohio
$1.21M +$678K +17,934 +114%
WHCI
729
W.H. Cornerstone Investments
Massachusetts
$1.21M +$1.15M +30,338 New
AC
730
Abbrea Capital
California
$1.21M +$32.1K +850 +3%
PA
731
PFG Advisors
Arizona
$1.2M -$94.4K -2,496 -7%
GWM
732
Greenwich Wealth Management
Connecticut
$1.2M +$155K +4,104 +14%
SFG
733
Summit Financial Group
West Virginia
$1.2M +$43.1K +1,140 +4%
SAM
734
Smithbridge Asset Management
Pennsylvania
$1.18M -$86.9K -2,298 -7%
IF
735
Intrua Financial
Texas
$1.18M -$7.43M -196,494 -86%
CP
736
Castleview Partners
Texas
$1.18M +$1.16M +30,786 +1,598%
MA
737
Montag & Associates
Georgia
$1.18M -$1.61M -42,606 -57%
BL
738
BFSG LLC
California
$1.18M -$47.7K -1,262 -4%
BG
739
Benedetti & Gucer
Georgia
$1.17M -$1.24M -32,884 -50%
AMG
740
Advisors Management Group
Wisconsin
$1.16M -$14.7K -388 -1%
ECML
741
Eagle Capital Management (Louisiana)
Louisiana
$1.16M +$2.5K +66 +0.2%
JAG
742
Journey Advisory Group
Kentucky
$1.16M +$7.56K +200 +0.6%
Renaissance Technologies
743
Renaissance Technologies
New York
$1.16M -$30.7M -812,600 -96%
VVP
744
Venture Visionary Partners
Ohio
$1.16M +$231K +6,102 +23%
VCM
745
Vivaldi Capital Management
Illinois
$1.16M -$32.4K -856 -3%
CPIG
746
Chicago Partners Investment Group
Illinois
$1.16M +$202K +5,342 +27%
BIP
747
Blueprint Investment Partners
North Carolina
$1.14M +$949K +25,082 +379%
CA
748
Continuum Advisory
Idaho
$1.13M -$4.16K -110 -0.1%
RIS
749
Retirement Income Solutions
Michigan
$1.13M -$454K -12,002 -28%
MPW
750
MGO Private Wealth
California
$1.12M +$1.18M +31,160 New

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.