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State Street Energy Select Sector SPDR ETF

1,664 hedge funds and large institutions have $21.6B invested in State Street Energy Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 673 increasing their positions, 685 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 685

3% less funds holding

Funds holding: 1,7231,664 (-59)

3.9% less ownership

Funds ownership: 118.06%114.15% (-3.9%)

15% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 158

17% less capital invested

Capital invested by funds: $26.1B → $21.6B (-$4.54B)

28% less funds holding in top 10

Funds holding in top 10: 139100 (-39)

50% less call options, than puts

Call options by funds: $3.57B | Put options by funds: $7.1B

Holders
1,664
Holders Change
-59
Holders Change %
-3.42%
% of All Funds
26.51%
Holding in Top 10
100
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.06%
% of All Funds
1.59%
New
134
Increased
673
Reduced
685
Closed
158
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B
Name Holding Trade Value Shares
Change
Change in
Stake
CF
251
Centaurus Financial
California
$7.96M -$374K -8,758 -4%
FIA
252
Foundations Investment Advisors
Arizona
$7.92M +$584K +13,656 +8%
WA
253
WBH Advisory
Maryland
$7.89M +$8.14M +190,486 New
FFN
254
Focus Financial Network
Minnesota
$7.82M +$1.61M +37,624 +25%
MYLI
255
Meiji Yasuda Life Insurance
Japan
$7.8M -$91.2K -2,132 -1%
VC
256
Vestor Capital
Illinois
$7.77M -$7.7M -180,176 -49%
LNC
257
Lincoln National Corp
Pennsylvania
$7.77M +$93.7K +2,192 +1%
AI
258
Atria Investments
North Carolina
$7.7M +$2.65M +62,040 +50%
FA
259
Fagan Associates
New York
$7.69M +$21.5K +504 +0.3%
OBWG
260
Onyx Bridge Wealth Group
New York
$7.64M +$1M +23,462 +15%
WH
261
Whitcomb & Hess
Ohio
$7.63M -$138K -3,230 -2%
SWA
262
Stratos Wealth Advisors
Ohio
$7.59M +$3.3M +77,138 +73%
NFC
263
Northeast Financial Consultants
Connecticut
$7.58M -$1.61M -37,566 -17%
FFL
264
Financial Freedom LLC
Ohio
$7.57M +$278K +6,498 +4%
TA
265
TruWealth Advisors
Louisiana
$7.57M +$330K +7,712 +4%
BL
266
Balentine LLC
Georgia
$7.56M -$460K -10,770 -6%
SA
267
Scarborough Advisors
Maryland
$7.53M +$1.27M +29,770 +20%
PIA
268
Perennial Investment Advisors
California
$7.49M +$344K +8,046 +5%
SCM
269
SOL Capital Management
Maryland
$7.48M -$366K -8,572 -5%
TNB
270
Thomasville National Bank
Georgia
$7.42M -$204K -4,770 -3%
SIGI
271
Susquehanna International Group (Ireland)
Ireland
$7.39M +$6.6M +154,454 +645%
MFS
272
Madrona Financial Services
Washington
$7.36M -$427K -9,998 -5%
CI
273
Cavalier Investments
Georgia
$7.34M +$442K +10,338 +6%
MOS
274
MGO One Seven
Ohio
$7.32M -$939K -21,970 -11%
NYLIM
275
New York Life Investment Management
New York
$7.31M -$512K -11,974 -6%

XLE Hedge Fund Activity: Q1 2023 in Review

1,664 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2023, worth a combined $21.6B — down 17% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of XLE and 134 opened new positions — a net loss of 24 holders — while 685 trimmed existing stakes and 673 added.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Susquehanna International Group, cutting an estimated $396M.

  • 1,664 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2023, down from 1,723 in Q4 2022.
  • Funds reported $21.6B of State Street Energy Select Sector SPDR ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 134 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2023 and 158 closed out, a net change of -24 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2023 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2023 was Susquehanna International Group, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2023.