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State Street Energy Select Sector SPDR ETF

1,590 hedge funds and large institutions have $18.6B invested in State Street Energy Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 622 increasing their positions, 637 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 111

6% more funds holding in top 10

Funds holding in top 10: 110117 (+7)

3% more funds holding

Funds holding: 1,5451,590 (+45)

2% less repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 637

2.15% less ownership

Funds ownership: 112.55%110.4% (-2.2%)

62% less call options, than puts

Call options by funds: $3.42B | Put options by funds: $9.06B

69% less capital invested

Capital invested by funds: $59.8B → $18.6B (-$41.2B)

Holders
1,590
Holders Change
+45
Holders Change %
+2.91%
% of All Funds
26.79%
Holding in Top 10
117
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.36%
% of All Funds
1.97%
New
173
Increased
622
Reduced
637
Closed
111
Calls
$3.42B
Puts
$9.06B
Net Calls
-$5.64B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1551
Prentice Wealth Management
New York
$7K +$8.02K +200 New
PP
1552
Pacifica Partners
Canada
$6K
TF
1553
TimeScale Financial
Massachusetts
$6K
CA
1554
Crewe Advisors
Utah
$6K +$6.02K +150 +536%
PCA
1555
Providence Capital Advisors
North Carolina
$5K -$2.97K -74 -37%
BAM
1556
Bellevue Asset Management
Washington
$5K
EW
1557
Element Wealth
Mississippi
$5K
LS
1558
Leelyn Smith
Illinois
$5K
WB
1559
West Bancorporation
Iowa
$5K +$5.38K +134 New
FMB
1560
Field & Main Bank
Kentucky
$5K +$5.94K +148 New
WC
1561
Wexford Capital
Florida
$4.61K +$5.17M +128,784 New
CSB
1562
City State Bank
Iowa
$4K
RE
1563
RBC Europe
United Kingdom
$4K +$4.41K +110 New
DAC
1564
Dividend Assets Capital
South Carolina
$4K +$4.81K +120 New
UWM
1565
Urban Wealth Management
California
$4K +$4.81K +120 New
BPC
1566
Banque Pictet & Cie
Switzerland
$3.27K +$220K +5,480 +6%
GTAM
1567
Global Trust Asset Management
Florida
$3K -$286K -7,126 -99%
HWA
1568
HHM Wealth Advisors
Tennessee
$3K -$41.8K -1,042 -93%
JWM
1569
Janiczek Wealth Management
Colorado
$3K
HT
1570
HighTower Trust
Texas
$2.63K
BRWM
1571
B. Riley Wealth Management
Tennessee
$2.49K +$653K +16,266 +30%
WTA
1572
Washington Trust Advisors
Massachusetts
$2K
MIM
1573
Macroview Investment Management
Maryland
$2K +$80 +2 +4%
IHWM
1574
Iron Horse Wealth Management
Iowa
$2K +$1.76K +44 New
CWA
1575
Carolina Wealth Advisors
South Carolina
$1K

XLE Hedge Fund Activity: Q2 2022 in Review

1,590 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2022, worth a combined $18.6B — down 69% from $59.8B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new XLE positions and 111 closed out — a net gain of 62 holders — while 622 added to existing stakes and 637 trimmed.

The largest buyer was UBS Group, adding an estimated $162M. The largest seller was CFS Investment Advisory Services, cutting an estimated $375M.

  • 1,590 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2022, up from 1,545 in Q1 2022.
  • Funds reported $18.6B of State Street Energy Select Sector SPDR ETF stock for Q2 2022, down 69% quarter-over-quarter.
  • 173 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2022 and 111 closed out, a net change of +62 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2022 was UBS Group, an estimated $162M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $375M sold.

Based on aggregated 13F filings for Q2 2022.