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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
RMCM
1151
Reynders McVeigh Capital Management
Massachusetts
$338K -$11.3K -300 -3%
BOTW
1152
Bank of the West
California
$336K -$42K -1,110 -11%
KFI
1153
Key Financial Inc
Pennsylvania
$336K
RFA
1154
Resurgent Financial Advisors
Georgia
$336K +$353K +9,338 New
CS
1155
Capital Square
Tennessee
$335K -$2.19K -58 -0.6%
GFP
1156
Gryphon Financial Partners
Ohio
$334K -$29.6K -784 -8%
MG
1157
Mather Group
Illinois
$333K -$908 -24 -0.3%
UCIG
1158
Ulrich Consultants & Investment Group
New Mexico
$333K
DCM
1159
Dimension Capital Management
Florida
$333K +$68.5K +1,810 +24%
WSTAM
1160
Wilbanks Smith & Thomas Asset Management
Virginia
$332K -$66.6K -1,760 -16%
SIC
1161
Shoker Investment Counsel
Ohio
$332K -$3.33K -88 -0.9%
GWA
1162
GGM Wealth Advisors
Maryland
$331K +$287K +7,586 New
KW
1163
KWB Wealth
California
$330K -$285K -7,534 -45%
IWN
1164
Independent Wealth Network
Iowa
$330K -$127K -3,354 -27%
AAM
1165
Augustine Asset Management
Florida
$328K
EWA
1166
Exencial Wealth Advisors
Oklahoma
$328K +$46.1K +1,220 +15%
AA
1167
Auxano Advisors
Washington
$328K +$345K +9,112 New
WP
1168
Wealthspan Partners
Iowa
$325K +$341K +9,012 New
SFPG
1169
Stonebridge Financial Planning Group
Florida
$325K +$341K +9,018 New
HIP
1170
HUB Investment Partners
Texas
$322K +$25.9K +686 +8%
Wealth Enhancement Advisory Services
1171
Wealth Enhancement Advisory Services
Minnesota
$322K +$26.4K +698 +10%
HGWM
1172
Horst & Graben Wealth Management
Oregon
$321K -$2.33M -61,702 -87%
ECG
1173
Edge Capital Group
Georgia
$320K +$204K +5,398 +155%
WE
1174
Wealth Effects
Massachusetts
$318K -$336K -8,890 -50%
FCM
1175
Firestone Capital Management
Florida
$317K -$39.7K -1,050 -11%

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.