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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
LG
1076
Leuthold Group
Minnesota
$430K +$48.5K +1,282 +12%
AFO
1077
Allie Family Office
Florida
$428K +$57.9K +1,530 +15%
AC
1078
Anson Capital
Georgia
$427K -$74.2K -1,962 -14%
MGIA
1079
Moneta Group Investment Advisors
Missouri
$426K -$10.6K -280 -2%
CTB
1080
Country Trust Bank
Illinois
$426K +$3.78K +100 +0.9%
SFC
1081
SYM Financial Corp
Indiana
$425K +$1.44K +38 +0.3%
MW
1082
Marcum Wealth
Ohio
$423K -$49.4K -1,306 -10%
PB
1083
Pinnacle Bancorp
Nebraska
$421K -$68K -1,798 -13%
FFG
1084
Frisch Financial Group
New York
$417K +$1.81K +48 +0.4%
CASB
1085
Cape Ann Savings Bank
Massachusetts
$417K
RIA
1086
RPG Investment Advisory
California
$416K +$24K +634 +6%
MSAGDF
1087
Moneda SA Administradora General de Fondos
Chile
$414K -$140K -3,694 -24%
WWM
1088
Wolff Wiese Magana
California
$413K -$471K -12,464 -52%
PWA
1089
Physician Wealth Advisors
Utah
$413K -$34.9K -922 -8%
WB
1090
Webster Bank
Connecticut
$410K
TW
1091
Towerpoint Wealth
California
$408K
SFS
1092
Security Financial Services
Indiana
$407K -$2.23M -58,966 -84%
HGERS
1093
Householder Group Estate & Retirement Specialist
Arizona
$404K -$139K -3,688 -25%
RWA
1094
Roberts Wealth Advisors
California
$404K -$34.3K -908 -8%
AIM
1095
Aspen Investment Management
Michigan
$404K -$10.7K -284 -2%
CCM
1096
Cox Capital Management
Massachusetts
$401K -$18.2K -480 -4%
APW
1097
Acima Private Wealth
Virginia
$399K
BA
1098
Bristlecone Advisors
Washington
$396K -$47K -1,244 -10%
MSAM
1099
Moloney Securities Asset Management
Missouri
$395K +$7.64K +202 +2%
WCM
1100
WealthBridge Capital Management
Ohio
$392K

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.