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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
SAF
926
Smith Anglin Financial
Texas
$682K +$209K +5,536 +41%
GA
927
GoalVest Advisory
New York
$679K -$1.88M -49,636 -72%
MCCP
928
Mission Creek Capital Partners
California
$678K -$11.2K -296 -2%
BMWM
929
Brown Miller Wealth Management
Virginia
$677K +$290K +7,680 +69%
ZIMP
930
Zimmermann Investment Management & Planning
Pennsylvania
$669K +$147K +3,892 +27%
TCM
931
Towercrest Capital Management
Pennsylvania
$664K
CFG
932
Cooper Financial Group
California
$663K -$76.5K -2,024 -10%
MTIM
933
Marathon Trading Investment Management
Pennsylvania
$663K +$412K +10,892 +145%
OMC
934
Overbrook Management Corp
New York
$662K -$23.4K -620 -3%
LGA
935
Lebenthal Global Advisors
New York
$662K +$11.3K +300 +2%
BFA
936
Beacon Financial Advisory
Ohio
$658K -$93.3K -2,468 -12%
MCWS
937
McKinley Carter Wealth Services
West Virginia
$654K +$60.8K +1,608 +10%
MIM
938
Marco Investment Management
Georgia
$651K -$41.1K -1,086 -6%
PFBT
939
Parkside Financial Bank & Trust
Missouri
$648K
SWM
940
SeaCrest Wealth Management
New York
$648K +$101K +2,662 +17%
CTI
941
Community Trust & Investment
Kentucky
$646K
NRS
942
Neville Rodie & Shaw
New York
$646K +$29.5K +780 +5%
SIAG
943
Safeguard Investment Advisory Group
California
$646K +$31K +820 +5%
BTI
944
Blue Trust Inc
Georgia
$646K +$389K +10,286 +132%
PFA
945
Pathway Financial Advisors
Vermont
$644K -$1.29K -34 -0.2%
KLCM
946
KG&L Capital Management
Louisiana
$643K -$8.77K -232 -1%
PWM
947
Purus Wealth Management
California
$643K -$7.87K -208 -1%
PIA
948
Powell Investment Advisors
Florida
$639K +$6.05K +160 +0.9%
EWM
949
Endurance Wealth Management
Rhode Island
$638K
AWM
950
Avitas Wealth Management
California
$636K +$14.4K +382 +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.