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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
PP
851
Patten & Patten
Tennessee
$817K -$15.9K -420 -2%
TB
852
Treynor Bancshares
Iowa
$817K +$252K +6,660 +42%
SIC
853
Salem Investment Counselors
North Carolina
$816K +$64.7K +1,710 +8%
PWM
854
Perigon Wealth Management
California
$810K +$56.5K +1,494 +7%
APW
855
Aurora Private Wealth
New Jersey
$807K -$291K -7,692 -26%
MC
856
Moors & Cabot
Massachusetts
$804K -$30.5K -806 -3%
TFCP
857
Twin Focus Capital Partners
Massachusetts
$799K
AW
858
ACG Wealth
Georgia
$797K +$25.6K +676 +3%
SA
859
Strategic Advisors
New York
$796K -$9.98K -264 -1%
FA
860
Fermata Advisors
California
$791K -$84.4K -2,232 -9%
CSPAM
861
Cary Street Partners Asset Management
Virginia
$788K +$91.4K +2,418 +12%
CPA
862
Court Place Advisors
Maryland
$786K
PMG
863
ProVise Management Group
Florida
$785K +$61.2K +1,618 +8%
CAAS
864
Capital Asset Advisory Services
Michigan
$784K -$211K -5,582 -20%
VCM
865
Virtue Capital Management
Tennessee
$783K -$210K -5,562 -20%
PG
866
Proffitt & Goodson
Tennessee
$782K +$13.6K +360 +2%
LJAC
867
L.J. Altfest & Co
New York
$781K +$820K +21,680 New
T
868
TCWP
Ohio
$780K -$2.35M -62,270 -74%
MBT
869
Montecito Bank & Trust
California
$780K -$28.9K -764 -3%
LRPA
870
L. Roy Papp & Associates
Arizona
$779K -$62.4K -1,650 -7%
HNWAG
871
High Net Worth Advisory Group
Florida
$778K +$1.36K +36 +0.2%
RWB
872
RMR Wealth Builders
New Jersey
$777K -$33.3K -880 -4%
Allianz Asset Management
873
Allianz Asset Management
Germany
$775K -$223K -5,900 -22%
EWM
874
Edge Wealth Management
New York
$774K +$61.6K +1,628 +8%
NB
875
NBT Bank
New York
$772K +$11.3K +300 +1%

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.