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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
EH
151
Equitable Holdings
New York
$12.6M -$114K -3,006 -0.8%
ACM
152
Anfield Capital Management
California
$12.6M +$308K +8,156 +2%
TAS
153
TIFF Advisory Services
Pennsylvania
$12.5M -$4.53M -119,790 -26%
JGGDR
154
JGP Global Gestao de Recursos
Brazil
$12.3M +$11.9M +313,356 +1,110%
Wellington Management Group
155
Wellington Management Group
Massachusetts
$12.3M +$12.9M +341,412 New
AC
156
ASB Consultores
Florida
$12.2M -$56K -1,480 -0.4%
SPC
157
Sigma Planning Corp
Michigan
$12.2M -$3.58M -94,570 -22%
DLCIG
158
D.L. Carlson Investment Group
New Hampshire
$12.1M -$471K -12,460 -4%
UCFA
159
United Capital Financial Advisors
Texas
$11.8M -$1.27M -33,574 -9%
JCM
160
Janney Capital Management
Pennsylvania
$11.8M -$132K -3,494 -1%
CCT
161
Chemung Canal Trust
New York
$11.8M -$4.28M -113,194 -26%
AP
162
Appleton Partners
Massachusetts
$11.7M +$83.1K +2,198 +0.7%
CWG
163
Cornerstone Wealth Group
North Carolina
$11.5M +$12.1M +318,850 New
DY
164
Dowling & Yahnke
California
$11.5M +$184K +4,854 +2%
CA
165
Cetera Advisors
Colorado
$11.5M +$116K +3,064 +1%
NM
166
NWI Management
New York
$11.5M
B
167
Bensler
Washington
$11.4M +$11.4M +302,124 +1,934%
LIA
168
LS Investment Advisors
Michigan
$11.3M +$711K +18,802 +6%
PCIA
169
Prime Capital Investment Advisors
Kansas
$11.3M -$851K -22,490 -7%
V
170
Veritable
Delaware
$11.3M -$201K -5,310 -2%
PCM
171
Pinnbrook Capital Management
New York
$11.2M +$11.8M +311,078 New
1832 Asset Management
172
1832 Asset Management
Ontario, Canada
$11.1M -$495K -13,082 -4%
PAI
173
Pittenger & Anderson Inc
Nebraska
$11M -$166K -4,382 -1%
I
174
INVST
Indiana
$10.9M -$523K -13,822 -5%
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$10.9M +$11.4M +301,922 New

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.