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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
FWM
1626
Forefront Wealth Management
Pennsylvania
-$311K -8,688 Closed
CC
1627
Centiva Capital
New York
-$289K -8,074 Closed
HWA
1628
Hillcrest Wealth Advisors
New Jersey
-$286K -8,000 Closed
CWA
1629
Centennial Wealth Advisory
Michigan
-$271K -7,576 Closed
OCM
1630
One Capital Management
California
-$265K -7,450 Closed
CFAM
1631
Center For Asset Management
Florida
-$260K -7,270 Closed
FUBT
1632
First United Bank & Trust
Maryland
-$257K -7,188 Closed
SLWA
1633
San Luis Wealth Advisors
California
-$257K -7,176 Closed
AWA
1634
Aquire Wealth Advisors
Utah
-$248K -6,936 Closed
I2I
1635
Insight 2811 Inc
Illinois
-$242K -6,782 Closed
EVM
1636
Evelyn V. Moreno
-$232K -6,500 Closed
MWAM
1637
Manhattan West Asset Management
California
-$228K -6,376 Closed
CC
1638
Cypress Capital
Tennessee
-$226K -6,316 Closed
MIM
1639
Moseley Investment Management
Florida
-$225K -6,280 Closed
LAM
1640
LFS Asset Management
California
-$216K -6,052 Closed
RWP
1641
Revolve Wealth Partners
New Jersey
-$216K -6,028 Closed
SCA
1642
Sage Capital Advisors
South Dakota
-$215K -6,000 Closed
SFS
1643
Summit Financial Strategies
Ohio
-$210K -5,886 Closed
NRI
1644
NFP Retirement Inc
California
-$207K -5,778 Closed
Loomis, Sayles & Company
1645
Loomis, Sayles & Company
Massachusetts
-$206K -5,772 Closed
WDC
1646
Woodward Diversified Capital
California
-$203K -5,668 Closed
PCP
1647
Proficio Capital Partners
Massachusetts
-$200K -5,600 Closed
EWM
1648
Empirical Wealth Management
Washington
-$200K -5,582 Closed
FWP
1649
Firethorn Wealth Partners
Georgia
-$205K -5,330 Closed
SC
1650
Shay Capital
New York
-$179K -5,000 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.