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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
BCA
1001
Bay Colony Advisors
Massachusetts
$544K -$197K -5,198 -26%
CSWM
1002
Cassady Schiller Wealth Management
Ohio
$544K +$2.5K +66 +0.4%
CAM
1003
Cozad Asset Management
Illinois
$544K +$9.53K +252 +2%
BFIC
1004
Bedell Frazier Investment Counselling
California
$543K -$7.04M -186,166 -93%
CPFP
1005
Clear Perspectives Financial Planning
Ohio
$543K +$361K +9,540 +172%
HVP
1006
Hudson Value Partners
Florida
$541K -$75.6K -2,000 -12%
PCA
1007
Pallas Capital Advisors
Massachusetts
$539K +$303 +8 +0.1%
FMN
1008
Financial Management Network
California
$538K +$14.9K +394 +3%
9WM
1009
9258 Wealth Management
Ohio
$537K -$198K -5,236 -26%
GCP
1010
Gill Capital Partners
Colorado
$535K -$188K -4,968 -25%
Betterment LLC
1011
Betterment LLC
New York
$533K
1WA
1012
180 Wealth Advisors
Washington
$531K +$197K +5,210 +55%
OCM
1013
Objective Capital Management
Ohio
$528K +$12.3K +324 +2%
AFS
1014
AFG Fiduciary Services
Massachusetts
$527K -$662K -17,500 -54%
LWM
1015
Lionsbridge Wealth Management
Florida
$526K +$553K +14,618 New
CT
1016
Cambridge Trust
Massachusetts
$521K +$227 +6 +0%
TW
1017
Transform Wealth
Colorado
$520K -$75.8K -2,004 -12%
EHC
1018
Everett Harris & Co
California
$520K -$5.9K -156 -1%
MCA
1019
MSH Capital Advisors
Arizona
$517K +$48.1K +1,272 +10%
SFM
1020
Signet Financial Management
New Jersey
$515K +$62.2K +1,644 +13%
WHC
1021
Wulff, Hansen & Co
California
$514K
GT
1022
Glenview Trust
Kentucky
$512K +$7.56K +200 +1%
BOM
1023
Bank of Marin
California
$510K -$274K -7,242 -34%
CT
1024
Chicago Trust
Illinois
$509K -$15.8K -418 -3%
PWPS
1025
Pinnacle Wealth Planning Services
Ohio
$509K

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.