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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
FFWM
751
Future Financial Wealth Management
Ohio
$1.12M -$321K -8,488 -21%
CCB
752
Country Club Bank
Missouri
$1.12M +$44.2K +1,170 +4%
IC
753
IEQ Capital
California
$1.12M +$674K +17,818 +135%
TF
754
TIAA FSB
Florida
$1.11M -$189K -4,996 -14%
BIM
755
Bridgecreek Investment Management
Oklahoma
$1.11M -$15.1K -400 -1%
SJIM
756
St. Johns Investment Management
Florida
$1.1M -$184K -4,872 -14%
GEM
757
Global Endowment Management
North Carolina
$1.08M
CFSG
758
Clark Financial Services Group
Missouri
$1.08M +$1.13M +29,888 New
RIA
759
Regal Investment Advisors
Michigan
$1.07M +$46.6K +1,232 +4%
AFG
760
Alterity Financial Group
Maine
$1.07M -$84.6K -2,236 -7%
APW
761
Austin Private Wealth
Texas
$1.06M -$1.9M -50,286 -63%
MWM
762
Maltin Wealth Management
New Jersey
$1.05M +$11.3K +298 +1%
CRWM
763
Castle Rock Wealth Management
California
$1.05M -$443K -11,716 -31%
LWA
764
Lowe Wealth Advisors
Maryland
$1.04M +$96.7K +2,556 +10%
BO
765
BRR OpCo
Ohio
$1.04M -$296K -7,818 -21%
FC
766
FCA Corp
Texas
$1.04M +$10.6K +280 +1%
PAM
767
Palisade Asset Management
Minnesota
$1.03M
AIM
768
Astor Investment Management
Illinois
$1.03M -$1.43M -37,796 -57%
Natixis Advisors
769
Natixis Advisors
Massachusetts
$1.02M -$17K -450 -2%
IC
770
Inverness Counsel
New York
$1.02M
SS
771
Sunbelt Securities
Texas
$1.02M +$253K +6,692 +31%
BCM
772
BTR Capital Management
California
$1.02M -$25K -660 -2%
WIA
773
World Investment Advisors
California
$1.01M +$443K +11,706 +72%
MIA
774
MMBG Investment Advisors
Florida
$1.01M +$24.7K +652 +2%
SAM
775
Strategy Asset Managers
California
$1.01M +$269K +7,126 +34%

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.