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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
FIM
826
Fernwood Investment Management
Massachusetts
$867K +$17.2K +456 +2%
EIP
827
Ellis Investment Partners
Pennsylvania
$867K +$146K +3,858 +19%
IAS
828
Investment Advisory Services
Texas
$867K +$435K +11,510 +92%
BFA
829
Beaumont Financial Advisors
Massachusetts
$859K +$573K +15,154 +174%
FEM
830
Fulcrum Equity Management
Texas
$857K -$38.6K -1,022 -4%
LMKC
831
L.M. Kohn & Company
Ohio
$857K +$272K +7,190 +43%
SG
832
Somerset Group
Minnesota
$856K +$162K +4,280 +22%
MFA
833
Mayflower Financial Advisors
Massachusetts
$853K -$399K -10,544 -31%
PTC
834
Private Trust Company
Ohio
$850K -$2.27K -60 -0.3%
SYBT
835
Stock Yards Bank & Trust
Kentucky
$849K -$167K -4,420 -16%
CPA
836
Cardiff Park Advisors
California
$846K
TCM
837
Triumph Capital Management
Colorado
$842K +$884K +23,378 New
CMS
838
Capital Market Strategies
Florida
$841K -$15.6K -412 -2%
SWMP
839
Signature Wealth Management Partners
New Jersey
$841K +$384K +10,156 +77%
VDBMI
840
Van Den Berg Management I
Texas
$840K -$55K -1,454 -6%
TSWM
841
Tyler-Stone Wealth Management
Ohio
$838K +$23.2K +614 +3%
TPWA
842
TRUE Private Wealth Advisors
Oregon
$837K +$3.71K +98 +0.4%
GIM
843
Goelzer Investment Management
Indiana
$835K +$14.7K +390 +2%
FA
844
Flagstar Advisors
New York
$830K -$43.9K -1,160 -5%
CIA
845
Cladis Investment Advisory
Montana
$830K -$17.3K -458 -2%
OPWM
846
Oxinas Partners Wealth Management
Indiana
$830K -$1.73M -45,710 -66%
PCA
847
Personal Capital Advisors
California
$828K +$20.4K +540 +2%
DI
848
DFPG Investments
Utah
$824K +$154K +4,080 +27%
AWA
849
Arkadios Wealth Advisors
Georgia
$821K -$25.2K -666 -3%
MAM
850
MMA Asset Management
Pennsylvania
$818K +$74.3K +1,966 +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.