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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
FGG
326
Financial Guidance Group
Florida
$5.89M +$70.4K +1,646 +1%
AIM
327
AMI Investment Management
Indiana
$5.86M +$30.9K +722 +0.5%
OAG
328
Orbis Allan Gray
Bermuda
$5.85M -$1.54M -36,036 -20%
DCM
329
Donaldson Capital Management
Indiana
$5.83M +$305K +7,134 +5%
GCA
330
Genesee Capital Advisors
New York
$5.81M -$210K -4,918 -3%
TGAM
331
TBH Global Asset Management
Tennessee
$5.77M +$2.6M +60,812 +78%
HI
332
Harbour Investments
Wisconsin
$5.68M -$360K -8,426 -6%
SCP
333
Silverleafe Capital Partners
Tennessee
$5.61M -$1.5M -35,186 -21%
VRM
334
Vectors Research Management
New York
$5.59M +$247K +5,788 +4%
PCM
335
Poehling Capital Management
Wisconsin
$5.58M +$157K +3,668 +3%
EP
336
Eudaimonia Partners
Tennessee
$5.57M -$1.43M -33,372 -20%
TF
337
Trek Financial
Arizona
$5.56M +$629K +14,702 +12%
PCM
338
Parsons Capital Management
Rhode Island
$5.53M +$206K +4,816 +4%
BMCM
339
Bryn Mawr Capital Management
Pennsylvania
$5.48M +$86 +2 +0%
SF
340
Synovus Financial
Georgia
$5.47M -$127K -2,982 -2%
PA
341
PFG Advisors
Arizona
$5.47M +$3.75M +87,654 +197%
GWSG
342
GPS Wealth Strategies Group
Colorado
$5.35M +$1.6M +37,406 +41%
XSC
343
X-Square Capital
Puerto Rico
$5.35M -$142K -3,316 -3%
PWAC
344
Private Wealth Advisors (California)
California
$5.32M -$376K -8,784 -6%
PWP
345
Principle Wealth Partners
Connecticut
$5.32M -$18.3K -428 -0.3%
AWM
346
Act Wealth Management
Texas
$5.31M +$40.8K +954 +0.7%
LCWP
347
Legacy Capital Wealth Partners
Arkansas
$5.28M -$623K -14,576 -10%
WAG
348
Winthrop Advisory Group
Massachusetts
$5.25M -$115K -2,680 -2%
MHS
349
M Holdings Securities
Oregon
$5.24M +$138K +3,228 +3%
IMOV
350
Investment Management of Virginia
Virginia
$5.23M -$57.3K -1,340 -1%

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.