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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
Mariner
201
Mariner
Kansas
$9.3M +$1.35M +35,672 +16%
OC
202
Oppenheimer & Co
New York
$9.29M -$5.05M -133,480 -34%
NW
203
NewEdge Wealth
Pennsylvania
$9.26M +$96K +2,538 +1%
AssetMark Inc
204
AssetMark Inc
California
$9.18M -$10.4M -274,488 -52%
E
205
Ergoteles
New York
$9.11M +$9.57M +253,000 New
HCM
206
HMS Capital Management
Tennessee
$9.08M -$769K -20,324 -7%
MPW
207
MA Private Wealth
California
$9.06M -$39.3K -1,040 -0.5%
NCM
208
Novare Capital Management
North Carolina
$9.03M +$911K +24,094 +11%
BWM
209
Biltmore Wealth Management
Arizona
$9.03M -$180K -4,754 -2%
CW
210
CreativeOne Wealth
Kansas
$8.99M +$4.24M +112,002 +81%
FAIM
211
Financial Advocates Investment Management
Washington
$8.98M -$1.94M -51,366 -17%
MPM
212
Meritage Portfolio Management
Kansas
$8.94M +$2.45M +64,894 +35%
GRP
213
Global Retirement Partners
California
$8.94M +$2.47M +65,272 +49%
BHCM
214
Boulder Hill Capital Management
New York
$8.92M +$2.54M +67,200 +37%
ACP
215
Aveo Capital Partners
Colorado
$8.86M -$1.94M -51,428 -17%
CWM
216
Chicago Wealth Management
Illinois
$8.72M +$414K +10,958 +5%
CA
217
Crumly & Associates
Illinois
$8.71M -$1.08M -28,528 -11%
SCM
218
Stevens Capital Management
Pennsylvania
$8.65M +$3.67M +96,978 +68%
VI
219
Vestcor Inc
New Brunswick, Canada
$8.63M -$1.38M -36,600 -13%
BGDI
220
BW Gestao de Investimentos
Brazil
$8.51M -$6.19M -163,668 -41%
AIA
221
Arrow Investment Advisors
Maryland
$8.41M +$1.98M +52,260 +29%
FG
222
Fiduciary Group
Georgia
$8.29M +$648K +17,126 +10%
MCM
223
MAI Capital Management
Ohio
$8.24M +$1.47M +38,746 +20%
Credit Agricole
224
Credit Agricole
France
$8.13M +$499K +13,188 +6%
WG
225
Winton Group
United Kingdom
$8.01M -$168K -4,444 -2%

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.