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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
BMCM
1226
Bryn Mawr Capital Management
Pennsylvania
$276K -$26.3K -696 -8%
TCM
1227
Tuttle Capital Management
Connecticut
$275K -$209K -5,524 -42%
OPCM
1228
Osborne Partners Capital Management
California
$275K -$9.46K -250 -3%
ACP
1229
Arcus Capital Partners
Georgia
$275K +$4.84K +128 +2%
CA
1230
CGN Advisors
Kansas
$274K -$529 -14 -0.2%
OAP
1231
One Advisory Partners
Kansas
$274K +$33.5K +886 +13%
VWA
1232
V Wealth Advisors
Kansas
$272K -$1.28M -33,962 -82%
AIM
1233
AHL Investment Management
Florida
$272K
T
1234
TNF
Montana
$270K -$518K -13,708 -67%
PFS
1235
Physicians Financial Services
North Carolina
$270K +$76 +2 +0%
KHLMTHM
1236
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$269K
JFGIW
1237
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K +$48.6K +1,286 +25%
AWA
1238
Amplius Wealth Advisors
Pennsylvania
$269K +$283K +7,476 New
OWA
1239
Octavia Wealth Advisors
Ohio
$268K +$19.8K +524 +8%
TFA
1240
Tranquilli Financial Advisor
New Jersey
$267K -$13.4K -354 -5%
SW
1241
Simplicity Wealth
New Jersey
$267K +$3.02K +80 +1%
TH
1242
TCTC Holdings
Texas
$266K
FA
1243
Forefront Analytics
Pennsylvania
$266K +$6.5K +172 +2%
IA
1244
IAM Advisory
Pennsylvania
$264K -$62.2K -1,644 -18%
PWM
1245
PBMares Wealth Management
Virginia
$263K
LFA
1246
Laraway Financial Advisors
Minnesota
$263K +$756 +20 +0.3%
WPC
1247
Wedmont Private Capital
Pennsylvania
$263K +$28.7K +758 +12%
PWM
1248
Peterson Wealth Management
Nevada
$263K +$277K +7,316 New
SMA
1249
Sage Mountain Advisors
Georgia
$261K
RF
1250
Resolute Financial
Massachusetts
$261K +$11.9K +316 +5%

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.