We are live on ! Find out more
XLE icon

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
WP
1101
WealthShield Partners
North Carolina
$390K +$410K +10,838 New
WA
1102
WestEnd Advisors
North Carolina
$385K -$36.7M -971,708 -99%
BWM
1103
BNC Wealth Management
Oregon
$385K -$676K -17,872 -63%
SWA
1104
SFMG Wealth Advisors
Texas
$385K -$48.3K -1,278 -12%
SDAM
1105
Shulman DeMeo Asset Management
New York
$384K +$3.18K +84 +0.8%
AP
1106
Americana Partners
Texas
$381K +$11.4K +302 +3%
AF
1107
Arrow Financial
New York
$381K +$23.7K +626 +6%
BFG
1108
Bouchey Financial Group
New York
$380K
RC
1109
Rovin Capital
Arizona
$379K -$240K -6,346 -38%
WPWM
1110
Windward Private Wealth Management
Kansas
$378K -$34K -900 -8%
RCM
1111
RNC Capital Management
California
$378K -$11.3K -300 -3%
MHB
1112
Midwest Heritage Bank
Iowa
$373K -$72.3K -1,912 -16%
CAM
1113
Concorde Asset Management
Michigan
$373K
CAN
1114
Claraphi Advisory Network
United States
$371K -$437K -11,558 -53%
NF
1115
Nikulski Financial
Iowa
$371K -$42.2K -1,116 -10%
GWS
1116
Glassman Wealth Services
Virginia
$370K +$3.48K +92 +0.9%
CWM
1117
Collaborative Wealth Management
Florida
$370K +$388K +10,270 New
SFP
1118
Shepherd Financial Partners
Massachusetts
$369K -$1.21K -32 -0.3%
PWS
1119
Private Wealth Strategies
Ohio
$365K +$15.4K +406 +4%
CCFM
1120
Clear Creek Financial Management
Washington
$363K -$662K -17,512 -63%
LGWM
1121
Litman Gregory Wealth Management
California
$363K
LL
1122
LPWM LLC
Minnesota
$363K +$31K +820 +9%
AT
1123
American Trust
Kentucky
$363K +$71.6K +1,894 +23%
RTS
1124
Round Table Services
New Jersey
$362K +$12.9K +340 +3%
KFP
1125
KMG Fiduciary Partners
Ohio
$360K

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.