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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
IGWM
1026
ICA Group Wealth Management
Colorado
$506K -$4.39K -116 -0.8%
SF
1027
Symphony Financial
Texas
$500K +$18.2K +480 +4%
AG
1028
Ascent Group
Virginia
$499K -$135K -3,578 -24%
GC
1029
Garde Capital
Washington
$499K +$3.78K +100 +0.7%
LC
1030
Lindbrook Capital
California
$498K -$322K -8,504 -38%
CWM
1031
Cedar Wealth Management
California
$497K -$22.7K -600 -4%
IFS
1032
Ifrah Financial Services
Arkansas
$497K +$2.12K +56 +0.4%
OAM
1033
Oppenheimer Asset Management
New York
$494K +$73.5K +1,944 +16%
CFS
1034
CRA Financial Services
New Jersey
$494K +$119K +3,140 +30%
FH
1035
FWG Holdings
Florida
$493K -$14K -370 -3%
BWP
1036
Balboa Wealth Partners
Arizona
$493K +$518K +13,696 New
AIFAIM
1037
American Institute for Advanced Investment Management
Arizona
$492K +$26.5K +700 +5%
FNBOH
1038
First National Bank of Hutchinson
Kansas
$486K
WSCM
1039
Wellington Shields Capital Management
New York
$484K +$46.7K +1,236 +10%
HI
1040
Hudock Inc
Pennsylvania
$481K +$97.3K +2,572 +24%
PWMAG
1041
Pinnacle Wealth Management Advisory Group
New Jersey
$479K -$153K -4,050 -23%
IFAM
1042
Institutional & Family Asset Management
Colorado
$478K -$3.44M -90,862 -87%
PWS
1043
Precision Wealth Strategies
Missouri
$475K +$31K +820 +8%
BJL
1044
Brighton Jones LLC
Washington
$475K +$115K +3,044 +30%
DLHL
1045
Donald L. Hagan LLC
Florida
$474K +$73.3K +1,938 +17%
BHB
1046
Bank Hapoalim BM
Israel
$473K -$2.42M -64,040 -83%
LSA
1047
L & S Advisors
California
$472K +$8.24K +218 +2%
EIA
1048
Eldridge Investment Advisors
New Hampshire
$470K -$442K -11,700 -47%
Neuberger Berman Group
1049
Neuberger Berman Group
New York
$464K -$29.6M -782,026 -98%
NWMG
1050
National Wealth Management Group
Ohio
$461K +$61K +1,612 +14%

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.