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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
MA
1276
MKT Advisors
California
$239K -$48.4K -1,280 -16%
LRIA
1277
Leonard Rickey Investment Advisors
Washington
$239K -$8.55K -226 -3%
BZWA
1278
Blue Zone Wealth Advisors
California
$237K -$49.2K -1,300 -16%
AWC
1279
Adamsbrown Wealth Consultants
Kansas
$237K -$2.35K -62 -0.9%
GCA
1280
Gradient Capital Advisors
California
$236K +$18.4K +486 +8%
CWA
1281
Clearview Wealth Advisors
Oregon
$234K -$627K -16,572 -72%
BCV
1282
Banque Cantonale Vaudoise
Switzerland
$233K -$34.3K -908 -12%
PBT
1283
Pictet Bank & Trust
Bahamas
$230K
RGF
1284
Retirement Guys Formula
Ohio
$230K -$19.2K -508 -7%
PFT
1285
Providence First Trust
Arizona
$230K
TI
1286
Truepoint Inc
Ohio
$230K
FAM
1287
Flaharty Asset Management
Florida
$229K
VHAM
1288
Van Hulzen Asset Management
California
$228K -$15.1K -400 -6%
SGCA
1289
Steel Grove Capital Advisors
Tennessee
$228K +$529 +14 +0.2%
ME
1290
McIlrath & Eck
Washington
$228K +$151K +4,006 +173%
AC
1291
Avestar Capital
New York
$228K +$240K +6,340 New
Jones Financial Companies
1292
Jones Financial Companies
Missouri
$227K -$98.9K -2,614 -29%
APA
1293
Astoria Portfolio Advisors
New York
$227K +$3.33K +88 +1%
HWM
1294
HB Wealth Management
Georgia
$226K -$1.83M -48,316 -89%
WQ
1295
Wealth Quarterback
New Jersey
$225K -$41.7K -1,102 -15%
MA
1296
MBA Advisors
Pennsylvania
$224K -$53.3K -1,410 -18%
MWM
1297
Mission Wealth Management
California
$224K +$1.44K +38 +0.6%
GAG
1298
Goodman Advisory Group
Massachusetts
$223K -$9.68K -256 -4%
SCFS
1299
S.C. Financial Services
Arizona
$223K
GC
1300
GFG Capital
Florida
$221K

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.