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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
CWS
1176
Cypress Wealth Services
California
$317K +$293K +7,744 New
FWIA
1177
Fort Washington Investment Advisors
Ohio
$316K
FMII
1178
Farmers & Merchants Investments Inc
Nebraska
$316K +$133K +3,520 +67%
FFA
1179
First Foundation Advisors
California
$315K -$240K -6,336 -42%
AGA
1180
Arkos Global Advisors
Texas
$315K -$2.5K -66 -0.8%
CWM
1181
Cranbrook Wealth Management
Michigan
$315K +$11.9K +314 +4%
SCM
1182
Spreng Capital Management
Ohio
$314K -$39.6K -1,046 -11%
SIM
1183
Sterling Investment Management
Arizona
$312K -$18.3K -484 -5%
SEIA
1184
Signature Estate & Investment Advisors
California
$312K +$327K +8,650 New
JSW
1185
Journey Strategic Wealth
New Jersey
$311K -$73.4K -1,940 -18%
MWM
1186
Modera Wealth Management
New Jersey
$310K -$5.14K -136 -2%
BBL
1187
Beck Bode LLC
Massachusetts
$310K +$54.6K +1,444 +20%
AWM
1188
Aspire Wealth Management
Massachusetts
$309K -$93.1K -2,462 -22%
TVAMP
1189
Tennessee Valley Asset Management Partners
Tennessee
$309K +$325K +8,594 New
BMCM
1190
Burns Matteson Capital Management
New York
$309K +$76.5K +2,022 +31%
PFM
1191
Peak Financial Management
Massachusetts
$308K +$17.8K +470 +6%
HCM
1192
Horrell Capital Management
Arkansas
$306K
SDH
1193
Sloy Dahl & Holst
Washington
$306K +$16.3K +430 +5%
New York State Common Retirement Fund
1194
New York State Common Retirement Fund
New York
$305K +$320K +8,466 New
CBFP
1195
Cedar Brook Financial Partners
Ohio
$304K -$7.26K -192 -2%
BWM
1196
BlackDiamond Wealth Management
New York
$304K -$662K -17,498 -72%
EC
1197
Estate Counselors
Wisconsin
$302K -$386K -10,200 -55%
SFG
1198
Sovereign Financial Group
Connecticut
$302K -$266K -7,030 -46%
ARG
1199
Advisory Resource Group
Oklahoma
$300K -$16K -422 -5%
GA
1200
GFS Advisors
Texas
$300K -$7.94K -210 -2%

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.