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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
TAM
126
Trust Asset Management
Texas
$15.8M +$1.19M +31,402 +8%
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$15.4M -$5.16M -136,446 -24%
FSC
128
Full Sail Capital
Oklahoma
$15.4M +$160K +4,234 +1%
DWM
129
Doyle Wealth Management
Florida
$15.3M -$527K -13,942 -3%
SAS
130
SMI Advisory Services
Indiana
$15.2M +$629K +16,626 +4%
CA
131
Cornerstone Advisors
North Carolina
$15.1M -$3.78M -100,000 -19%
ECM
132
ExodusPoint Capital Management
New York
$15.1M +$15.8M +418,468 New
SWP
133
Stratos Wealth Partners
Ohio
$14.9M -$8.12M -214,812 -34%
IAN
134
Integrated Advisors Network
Texas
$14.9M -$1.61M -42,586 -9%
AF
135
Alerus Financial
North Dakota
$14.8M -$1.59M -41,918 -9%
ONB
136
Old National Bancorp
Indiana
$14.7M -$212K -5,604 -1%
PWPCM
137
Perella Weinberg Partners Capital Management
New York
$14.7M
MPM
138
MBB Public Markets
Illinois
$14.1M +$4.87M +128,848 +49%
LOAMU
139
Lombard Odier Asset Management (USA)
New York
$14M +$4.64M +122,748 +46%
NWM
140
NEIRG Wealth Management
Massachusetts
$13.3M -$758K -20,042 -5%
SC
141
Scotia Capital
Ontario, Canada
$13.2M +$726K +19,188 +6%
CIAS
142
Capital Investment Advisory Services
North Carolina
$13.2M +$1.24M +32,910 +10%
RAM
143
Riggs Asset Management
Pennsylvania
$13.2M -$84K -2,220 -0.6%
Wolverine Trading
144
Wolverine Trading
Illinois
$13.2M +$8.33M +220,328 +154%
BCM
145
Blume Capital Management
California
$13.2M -$121K -3,208 -0.9%
FIB
146
First Interstate Bank
Montana
$13.2M +$253K +6,684 +2%
SAM
147
SP Asset Management
California
$12.9M +$140K +3,700 +1%
WC
148
Whitney & Co
New York
$12.8M +$127K +3,350 +1%
Capstone Investment Advisors
149
Capstone Investment Advisors
New York
$12.8M -$3.81M -100,780 -22%
RWM
150
Rezny Wealth Management
Florida
$12.7M +$99.7K +2,636 +0.8%

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.