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State Street Energy Select Sector SPDR ETF

1,816 hedge funds and large institutions have $22.5B invested in State Street Energy Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 695 increasing their positions, 731 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 134

2% more funds holding

Funds holding: 1,7801,816 (+36)

4% more capital invested

Capital invested by funds: $21.7B → $22.5B (+$826M)

0% more funds holding in top 10

Funds holding in top 10: 8686 (0)

5% less repeat investments, than reductions

Existing positions increased: 695 | Existing positions reduced: 731

5.79% less ownership

Funds ownership: 119.32%113.53% (-5.8%)

44% less call options, than puts

Call options by funds: $5.01B | Put options by funds: $9.03B

Holders
1,816
Holders Change
+36
Holders Change %
+2.02%
% of All Funds
26.16%
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.24%
New
195
Increased
695
Reduced
731
Closed
134
Calls
$5.01B
Puts
$9.03B
Net Calls
-$4.02B
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
226
Falcon Wealth Planning
California
$9.77M -$3.25M -75,756 -27%
CIC
227
Concord Investment Counsel
California
$9.73M +$8.85M +206,086 New
VI
228
Vestcor Inc
New Brunswick, Canada
$9.71M
MIH
229
Meitav Investment House
Israel
$9.69M -$18.9M -440,290 -68%
CIA
230
Capital Investment Advisors
Georgia
$9.67M -$1.97M -45,832 -18%
TCM
231
Thomist Capital Management
Texas
$9.59M -$5.91M -137,600 -40%
SFS
232
Sowell Financial Services
Arkansas
$9.58M -$2.5M -58,232 -22%
CCM
233
Candlestick Capital Management
Connecticut
$9.44M -$43M -1,000,000 -83%
GIA
234
Gladstone Institutional Advisory
Florida
$9.44M -$748K -17,406 -8%
VIA
235
Vickerman Investment Advisors
Washington
$9.42M +$212K +4,940 +3%
LWM
236
Lyell Wealth Management
California
$9.39M -$117K -2,720 -1%
BAAM
237
Baker Avenue Asset Management
California
$9.36M +$268K +6,248 +3%
GHA
238
GW Henssler & Associates
Georgia
$9.35M +$5.76K +134 +0.1%
CIP
239
Capital Insight Partners
Arizona
$9.31M +$323K +7,514 +4%
FA
240
Fiducient Advisors
Illinois
$9.29M
SCM
241
Steele Capital Management
Iowa
$9.28M +$364K +8,466 +4%
RAM
242
Riggs Asset Management
Pennsylvania
$9.27M +$159K +3,692 +2%
DADC
243
D.A. Davidson & Co
Montana
$9.24M -$437K -10,180 -5%
WAS
244
WESPAC Advisors SoCal
California
$9.22M +$766K +17,834 +10%
AG
245
AlTi Global
New York
$9.18M -$887K -20,654 -10%
OAM
246
Oppenheimer Asset Management
New York
$9.13M -$1.49M -34,720 -15%
UF
247
Univest Financial
Pennsylvania
$9.11M +$659K +15,332 +9%
CI
248
Cavalier Investments
Georgia
$9.08M +$464K +10,794 +6%
BMCM
249
Bryn Mawr Capital Management
Pennsylvania
$9.07M -$12.9K -300 -0.2%
EFG
250
Ethos Financial Group
Pennsylvania
$9.04M +$215K +5,006 +3%

XLE Hedge Fund Activity: Q1 2024 in Review

1,816 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2024, worth a combined $22.5B — up 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new XLE positions and 134 closed out — a net gain of 61 holders — while 695 added to existing stakes and 731 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $206M. The largest seller was Morgan Stanley, cutting an estimated $1.4B.

  • 1,816 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2024, up from 1,780 in Q4 2023.
  • Funds reported $22.5B of State Street Energy Select Sector SPDR ETF stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 195 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2024 and 134 closed out, a net change of +61 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2024 was Goldman Sachs, an estimated $206M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.4B sold.

Based on aggregated 13F filings for Q1 2024.