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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
YIH
1601
Y-Intercept (HK)
Hong Kong
-$813K -22,738 Closed
CM
1602
Crestline Management
Texas
-$750K -21,000 Closed
TW
1603
TrinityPoint Wealth
Connecticut
-$729K -20,400 Closed
CL
1604
CPWM LLC
Washington
-$721K -20,166 Closed
BCP
1605
Berkeley Capital Partners
Georgia
-$684K -19,136 Closed
Sumitomo Mitsui Trust Group
1606
Sumitomo Mitsui Trust Group
Japan
-$644K -18,000 Closed
CRC
1607
Curi RMB Capital
Illinois
-$593K -16,596 Closed
Macquarie Group
1608
Macquarie Group
Australia
-$571K -15,962 Closed
HKIMG
1609
Hutchens & Kramer Investment Management Group
Indiana
-$574K -15,830 Closed
KWM
1610
Keebeck Wealth Management
Illinois
-$563K -15,740 Closed
BTWM
1611
Baker Tilly Wealth Management
Wisconsin
-$526K -14,704 Closed
BA
1612
Bridgewater Advisors
New York
-$500K -13,974 Closed
OCPWS
1613
One Charles Private Wealth Services
Massachusetts
-$469K -13,648 Closed
RRA
1614
Round Rock Advisors
Connecticut
-$459K -12,836 Closed
PIA
1615
Pinion Investment Advisors
Kansas
-$442K -12,352 Closed
LA
1616
Legacy Advisors
Pennsylvania
-$433K -12,100 Closed
WA
1617
WESPAC Advisors
California
-$384K -10,740 Closed
Cohen & Steers
1618
Cohen & Steers
New York
-$376K -10,506 Closed
Victory Capital Management
1619
Victory Capital Management
Texas
-$355K -9,940 Closed
SWM
1620
Southern Wealth Management
Texas
-$346K -9,680 Closed
QCM
1621
Quantinno Capital Management
New York
-$342K -9,576 Closed
HHGC
1622
Hunting Hill Global Capital
New York
-$336K -9,400 Closed
BA
1623
Bluesphere Advisors
Pennsylvania
-$330K -9,226 Closed
MWM
1624
Mattern Wealth Management
Kansas
-$324K -9,050 Closed
KC
1625
Kinloch Capital
Virginia
-$317K -8,852 Closed

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.