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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
SIA
901
Schechter Investment Advisors
Michigan
$726K -$1.97K -52 -0.3%
BIA
902
Benchmark Investment Advisors
Illinois
$723K -$452K -11,954 -37%
AWS
903
AJ Wealth Strategies
New York
$720K
LAM
904
L2 Asset Management
Massachusetts
$720K +$2.8K +74 +0.4%
JWA
905
JFS Wealth Advisors
Pennsylvania
$720K +$4.92K +130 +0.7%
CCA
906
Covey Capital Advisors
Georgia
$720K +$756K +20,000 New
ACM
907
AlphaStar Capital Management
North Carolina
$719K -$439K -11,606 -37%
IAA
908
Independent Advisor Alliance
North Carolina
$719K +$755K +19,968 New
PFO
909
Pathstone Family Office
New Jersey
$716K +$407K +10,754 +118%
WCG
910
Weaver Consulting Group
California
$711K +$8.77K +232 +1%
PTP
911
Platform Technology Partners
New York
$710K +$74.2K +1,962 +11%
SC
912
Solstein Capital
California
$709K -$134K -3,534 -15%
NB
913
Northwest Bancshares
Pennsylvania
$709K -$17.4K -460 -2%
MMG
914
Monetary Management Group
Missouri
$709K +$318K +8,400 +74%
CCP
915
Corient Capital Partners
California
$706K +$289K +7,650 +125%
BBA
916
BLB&B Advisors
Pennsylvania
$704K +$115K +3,042 +18%
MC
917
Mathes Company
New York
$702K +$200K +5,300 +37%
RIL
918
Rothschild Investment LLC
Illinois
$701K +$83K +2,194 +13%
SBH
919
Segall Bryant & Hamill
Illinois
$700K -$39.9K -1,054 -5%
DWMG
920
DB Wealth Management Group
California
$698K +$17.5K +464 +2%
SWM
921
Scissortail Wealth Management
Oklahoma
$698K +$595K +15,740 New
Fiera Capital (Canada)
922
Fiera Capital (Canada)
Quebec, Canada
$697K
RW
923
REDW Wealth
New Mexico
$696K +$3.78K +100 +0.5%
FCH
924
Freestone Capital Holdings
Washington
$689K -$114K -3,006 -14%
PFSC
925
Peoples Financial Services Corp
Pennsylvania
$685K +$17.1K +452 +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.