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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
MIC
951
Meridian Investment Counsel
California
$635K +$92.7K +2,450 +16%
RWA
952
Redmont Wealth Advisors
Illinois
$632K -$937K -24,780 -59%
TCB
953
Texas Capital Bancshares
Texas
$632K -$756K -19,980 -53%
H
954
HoyleCohen
California
$628K +$18.3K +484 +3%
WWP
955
WR Wealth Planners
Missouri
$628K -$82.3K -2,176 -11%
YIA
956
YHB Investment Advisors
Connecticut
$627K -$20.9K -552 -3%
LWP
957
Lumature Wealth Partners
Georgia
$620K -$8.24K -218 -1%
GGS
958
Galvin Gaustad & Stein
Arizona
$620K -$3.78K -100 -0.6%
MAC
959
Mason & Associates (California)
California
$614K -$9.3K -246 -1%
MFG
960
Menard Financial Group
Texas
$608K -$403K -10,652 -39%
FFG
961
Ford Financial Group
California
$607K +$222K +5,878 +53%
JF
962
Joule Financial
Kentucky
$606K +$637K +16,842 New
BEI
963
Benjamin Edwards Inc
Missouri
$604K -$124K -3,286 -16%
TA
964
TrueWealth Advisors
Alabama
$602K -$57K -1,508 -8%
AR
965
Advisory Research
Illinois
$601K -$28.5K -754 -4%
CSPIA
966
Cary Street Partners Investment Advisory
Virginia
$601K +$10.1K +268 +2%
CWM
967
C2C Wealth Management
Arizona
$597K
SBIA
968
Sheaff Brock Investment Advisors
Indiana
$597K +$8.32K +220 +1%
TI
969
Tidal Investments
Wisconsin
$591K
ST
970
Spinnaker Trust
Maine
$590K -$2.72K -72 -0.4%
CIAS
971
CFS Investment Advisory Services
New Jersey
$588K +$41.9M +1,108,176 +1,622%
WIC
972
Woodmont Investment Counsel
Tennessee
$587K +$151 +4 +0%
FMWA
973
Forvis Mazars Wealth Advisors
Missouri
$586K -$14.2K -376 -2%
AWM
974
Atticus Wealth Management
Florida
$586K
CIM
975
Contravisory Investment Management
Massachusetts
$584K +$63.3K +1,674 +12%

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.