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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
HH
876
Hilltop Holdings
Texas
$771K -$143K -3,788 -15%
RMC
877
Resources Management Corp
Connecticut
$768K +$10.6K +280 +1%
GAA
878
Global Assets Advisory
Florida
$765K +$643K +17,000 New
BCM
879
Bluefin Capital Management
New York
$763K -$16.4M -432,790 -95%
ICP
880
Interchange Capital Partners
Pennsylvania
$761K +$50.8K +1,344 +7%
TFA
881
Teamwork Financial Advisors
Texas
$760K -$130K -3,442 -14%
LWANC
882
Laurel Wealth Advisors (North Carolina)
North Carolina
$754K -$1.97K -52 -0.2%
CFG
883
Citizens Financial Group
Rhode Island
$751K -$7.64K -202 -1%
BFS
884
Bradley Foster & Sargent
Connecticut
$750K -$756K -20,000 -49%
NC
885
NBW Capital
Massachusetts
$749K +$31.2K +826 +4%
LNWWM
886
Laird Norton Wetherby Wealth Management
California
$749K +$104K +2,742 +15%
CH
887
Canton Hathaway
Rhode Island
$748K +$206K +5,444 +36%
DI
888
Diligent Investors
California
$747K
BFA
889
Brendel Financial Advisors
New Hampshire
$747K +$69.4K +1,834 +10%
WBCM
890
Wilson & Boucher Capital Management
California
$740K +$23.5K +622 +3%
WIM
891
WealthPlan Investment Management
Nebraska
$739K +$657K +17,360 New
SQA
892
Simon Quick Advisors
New Jersey
$737K +$9.08K +240 +1%
WA
893
Wealthstar Advisors
Texas
$734K -$22K -582 -3%
FWP
894
FAS Wealth Partners
Kansas
$734K +$68.5K +1,810 +10%
SW
895
SteelPeak Wealth
California
$733K -$1.28M -33,832 -62%
PFGIA
896
Patriot Financial Group Insurance Agency
Massachusetts
$733K -$394K -10,430 -34%
PA
897
Procyon Advisors
Connecticut
$733K +$7.03K +186 +0.9%
AWM
898
Aberdeen Wealth Management
Illinois
$731K
VCA
899
Verdence Capital Advisors
Maryland
$730K +$454 +12 +0.1%
GEA
900
Glen Eagle Advisors
New Jersey
$727K -$13.5K -356 -2%

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.