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
MA
1201
MAS Advisors
Florida
$300K +$17.3K +458 +6%
VW
1202
Vance Wealth
California
$300K +$315K +8,320 New
SC
1203
Savant Capital
Illinois
$299K +$9.23K +244 +3%
HIP
1204
Harrell Investment Partners
Texas
$296K -$1.04M -27,620 -77%
NSIM
1205
North Star Investment Management
Illinois
$296K +$129K +3,408 +71%
AMIM
1206
Aull & Monroe Investment Management
Alabama
$295K -$223K -5,900 -42%
OA
1207
Oxbow Advisors
Texas
$294K -$1.28M -33,976 -81%
LA
1208
Latitude Advisors
Florida
$293K +$44.2K +1,170 +17%
HIC
1209
Hartline Investment Corp
Illinois
$293K +$308K +8,150 New
MCM
1210
MV Capital Management
Maryland
$291K +$29.2K +772 +11%
CANY
1211
Caxton Associates (New York)
New York
$288K +$303K +8,000 New
HH
1212
HWG Holdings
Texas
$287K +$302K +7,974 New
AR
1213
Apeiron RIA
Texas
$286K -$529K -13,986 -66%
CFP
1214
Curran Financial Partners
South Carolina
$286K -$21.5K -568 -7%
F
1215
F3Logic
Minnesota
$286K +$44.5K +1,176 +17%
ACK
1216
Andrew C. Karlinski
$286K +$75.3K +1,990 +33%
CCM
1217
Cullen Capital Management
New York
$286K +$300K +7,934 New
KIG
1218
Kowal Investment Group
Wisconsin
$284K -$378 -10 -0.1%
SIC
1219
Sterling Investment Counsel
New York
$284K +$73.8K +1,952 +33%
SW
1220
Solidarity Wealth
Utah
$282K +$229K +6,068 New
IA
1221
Integrity Advisory
Kansas
$282K +$296K +7,840 New
OWP
1222
Obermeyer Wealth Partners
Colorado
$279K +$293K +7,750 New
ISB
1223
Iowa State Bank
Iowa
$277K -$18.1K -478 -6%
TWM
1224
Tradition Wealth Management
Minnesota
$277K -$18.1K -478 -6%
PCM
1225
Prelude Capital Management
New York
$276K -$405K -10,720 -58%

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.