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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
DI
1126
Disciplined Investments
Oklahoma
$360K +$4.39K +116 +1%
IA
1127
Insight Advisors
Pennsylvania
$360K +$5.97K +158 +2%
NEPWA
1128
New England Private Wealth Advisors
Massachusetts
$359K +$172K +4,552 +84%
SCM
1129
Sterneck Capital Management
Missouri
$357K +$14.4K +382 +4%
PG
1130
Patten Group
Tennessee
$355K -$2.19K -58 -0.7%
WG
1131
Welch Group
Alabama
$355K +$53.9K +1,426 +17%
SXL
1132
Summit X LLC
Missouri
$355K +$371K +9,804 New
SAG
1133
Spotlight Asset Group
Illinois
$354K +$308K +8,132 New
CMI
1134
Clare Market Investments
Texas
$352K +$142K +3,752 +62%
SAM
1135
SignalPoint Asset Management
Missouri
$352K +$3.71K +98 +1%
PAM
1136
Private Asset Management
California
$348K +$21.3K +564 +6%
SAM
1137
Seelaus Asset Management
New Jersey
$348K +$119K +3,158 +48%
DJSG
1138
D.J. St. Germain
Massachusetts
$346K
BAM
1139
Berkshire Asset Management
Pennsylvania
$345K -$151K -4,000 -29%
BHIC
1140
Bassett Hargrove Investment Counsel
Delaware
$345K +$859K +22,714 New
FSA
1141
Fort Sheridan Advisors
Illinois
$344K -$22.7K -600 -6%
IWA
1142
Intercontinental Wealth Advisors
Texas
$344K +$13.3K +352 +4%
CCG
1143
Coastwise Capital Group
California
$343K -$68.1K -1,802 -16%
ES
1144
Eagle Strategies
New York
$343K +$361K +9,536 New
PGAM
1145
Princeton Global Asset Management
New Jersey
$342K
TI
1146
tru Independence
Oregon
$340K -$273K -7,230 -43%
ATC
1147
Argent Trust Co
Tennessee
$340K
HCM
1148
Hengehold Capital Management
Ohio
$340K +$151 +4 +0%
NWM
1149
Northwest Wealth Management
Iowa
$340K +$151 +4 +0%
SFWC
1150
Strategic Family Wealth Counselors
New Jersey
$339K +$11.5K +304 +3%

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.