We are live on ! Find out more
XLE icon

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
SWA
776
Sax Wealth Advisors
New Jersey
$1M +$1.66K +44 +0.2%
CC
777
Callan Capital
California
$1M +$38.1K +1,008 +4%
ARC
778
Advisor Resource Council
Texas
$1M -$29.3M -773,502 -97%
WC
779
Wexford Capital
Florida
$999K -$3.82M -101,034 -78%
AIM
780
Acropolis Investment Management
Missouri
$998K +$681 +18 +0.1%
AF
781
Apexium Financial
Texas
$997K +$800K +21,146 +323%
RWA
782
River Wealth Advisors
Pennsylvania
$994K -$74K -1,956 -7%
HTC
783
Haverford Trust Company
Pennsylvania
$986K +$317K +8,374 +44%
SMC
784
Smith, Moore & Co
Missouri
$983K +$39.5K +1,044 +4%
First Manhattan
785
First Manhattan
New York
$982K
HNB
786
Huntington National Bank
Ohio
$979K +$76.5K +2,022 +8%
CPO
787
Cerity Partners OCIO
New York
$978K +$55.9K +1,478 +6%
MSFS
788
Main Street Financial Solutions
Pennsylvania
$975K -$369K -9,746 -26%
PBC
789
Pavion Blue Capital
California
$975K
CHA
790
Carmichael Hill & Associates
Maryland
$974K -$243K -6,438 -19%
CM
791
Capula Management
Cayman Islands
$973K -$29.8M -787,444 -97%
CAG
792
Csenge Advisory Group
Florida
$973K -$137K -3,616 -12%
LFAS
793
Level Four Advisory Services
Texas
$970K -$132K -3,484 -11%
DWM
794
Denver Wealth Management
Colorado
$970K +$270K +7,138 +36%
FA
795
FDx Advisors
Illinois
$968K +$92.6K +2,448 +10%
WAM
796
WNY Asset Management
New York
$963K -$162K -4,284 -14%
EGA
797
E&G Advisors
Texas
$959K -$689K -18,220 -41%
Nomura Asset Management
798
Nomura Asset Management
Japan
$943K -$529K -14,000 -35%
UIA
799
Ulland Investment Advisors
Minnesota
$941K -$18.9K -500 -2%
CHJWM
800
Carlton Hofferkamp & Jenks Wealth Management
Texas
$941K +$22.8K +604 +3%

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.