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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
AWM
1051
Avior Wealth Management
Nebraska
$459K +$30K +792 +7%
HCP
1052
Hexagon Capital Partners
Arkansas
$458K -$63.6K -1,682 -12%
PT
1053
Plimoth Trust
Massachusetts
$457K +$34.3K +908 +8%
FIM
1054
Freedom Investment Management
Connecticut
$455K -$14.1K -374 -3%
GW
1055
GW & Wade
Massachusetts
$455K +$214K +5,662 +81%
GIA
1056
Guyasuta Investment Advisors
Pennsylvania
$454K -$34.4K -910 -7%
SVWAG
1057
Sound View Wealth Advisors Group
Georgia
$451K +$1.97K +52 +0.4%
ST
1058
Sageworth Trust
Pennsylvania
$450K +$473K +12,504 New
CFB
1059
Cullen/Frost Bankers
Texas
$449K +$3.63K +96 +0.8%
SP
1060
Successful Portfolios
Florida
$448K -$43.7K -1,156 -9%
P
1061
&Partners
Tennessee
$448K -$42.4K -1,120 -8%
MA
1062
MONECO Advisors
Connecticut
$447K +$123K +3,240 +35%
CHC
1063
City Holding Co
West Virginia
$445K +$147K +3,900 +46%
WEG
1064
World Equity Group
Illinois
$444K -$298K -7,892 -39%
SWP
1065
Strategic Wealth Partners
Ohio
$436K +$94.9K +2,510 +26%
WJWM
1066
Williams Jones Wealth Management
New York
$436K
OSAM
1067
O'Shaughnessy Asset Management
Connecticut
$436K +$295K +7,812 +182%
CA
1068
Clearstead Advisors
Ohio
$436K +$372K +9,838 +434%
PFC
1069
Phocas Financial Corp
California
$435K +$115K +3,050 +34%
SWM
1070
Silverlake Wealth Management
Vermont
$435K -$519K -13,716 -53%
HSA
1071
HBK Sorce Advisory
Pennsylvania
$433K -$168K -4,446 -27%
CG
1072
Colony Group
Massachusetts
$433K -$25K -662 -5%
BFS
1073
Bard Financial Services
Connecticut
$433K
NFSG
1074
Newbridge Financial Services Group
Florida
$433K +$1.14K +30 +0.3%
IF
1075
Integrity Financial
Wyoming
$431K -$4.31K -114 -0.9%

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.