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State Street Energy Select Sector SPDR ETF

1,722 hedge funds and large institutions have $26.1B invested in State Street Energy Select Sector SPDR ETF in 2022 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 713 increasing their positions, 571 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 286 | Existing positions closed: 92

31% more capital invested

Capital invested by funds: $19.9B → $26.1B (+$6.2B)

25% more repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 571

21% more funds holding in top 10

Funds holding in top 10: 115139 (+24)

11% more funds holding

Funds holding: 1,5581,722 (+164)

1.82% less ownership

Funds ownership: 119.88%118.06% (-1.8%)

54% less call options, than puts

Call options by funds: $4.79B | Put options by funds: $10.5B

Holders
1,722
Holders Change
+164
Holders Change %
+10.53%
% of All Funds
27.68%
Holding in Top 10
139
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+20.87%
% of All Funds
2.23%
New
286
Increased
713
Reduced
571
Closed
92
Calls
$4.79B
Puts
$10.5B
Net Calls
-$5.69B
Net Calls Change
+$531M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1701
Westside Investment Management
California
$5.13K +$11.2K +258 +1%
EW
1702
Element Wealth
Mississippi
$5.02K
CSB
1703
City State Bank
Iowa
$5K
PO
1704
Private Ocean
California
$4.9K +$4.88K +112 New
SCA
1705
Stonebridge Capital Advisors
Minnesota
$4.54K
PFG
1706
Piershale Financial Group
Illinois
$4.37K +$4.35K +100 New
JWM
1707
Janiczek Wealth Management
Colorado
$3.95K +$174 +4 +5%
GTAM
1708
Global Trust Asset Management
Florida
$3.5K
BC
1709
Belmont Capital
California
$3K
CNBTD
1710
Citizens National Bank Trust Department
Mississippi
$3K
IHWM
1711
Iron Horse Wealth Management
Iowa
$3K +$2.96K +68 +1,700%
DAM
1712
Delta Asset Management
Tennessee
$2.62K +$2.61K +60 New
MIM
1713
Macroview Investment Management
Maryland
$2.55K
MWA
1714
Moser Wealth Advisors
Washington
$2.1K
PWMG
1715
Prestige Wealth Management Group
New Jersey
$2.01K +$2K +46 New
CWA
1716
Carolina Wealth Advisors
South Carolina
$1K
VNA
1717
Valley National Advisers
Pennsylvania
$1K
RFA
1718
Register Financial Advisors
Georgia
$875 +$871 +20 New
DJSG
1719
D.J. St. Germain
Massachusetts
$383 -$40.9K -940 -10%
BCM
1720
Bourgeon Capital Management
Connecticut
$148
NECFA
1721
New England Capital Financial Advisors
Connecticut
$90 +$87 +2 New
FGAM
1722
Financial Gravity Asset Management
Texas
$58 +$1.31K +30 +21%
MBFW
1723
Morton Brown Family Wealth
Pennsylvania
$40
CMP
1724
Coston McIsaac & Partners
Maine
$1
Invesco
1725
Invesco
Georgia
-$26.3M -604,200 Closed

XLE Hedge Fund Activity: Q4 2022 in Review

1,722 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2022, worth a combined $26.1B — up 31% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 286 funds opened new XLE positions and 92 closed out — a net gain of 194 holders — while 713 added to existing stakes and 571 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $270M. The largest seller was Morgan Stanley, cutting an estimated $573M.

  • 1,722 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2022, up from 1,558 in Q3 2022.
  • Funds reported $26.1B of State Street Energy Select Sector SPDR ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 286 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2022 and 92 closed out, a net change of +194 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $270M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2022 was Morgan Stanley, an estimated $573M sold.

Based on aggregated 13F filings for Q4 2022.