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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
BWM
376
BigSur Wealth Management
Florida
$4.58M -$1.19M -27,800 -20%
MAG
377
MRA Advisory Group
New Jersey
$4.58M -$271K -6,330 -5%
TI
378
TTP Investments
California
$4.55M +$937K +21,906 +25%
IFPG
379
Intrepid Financial Planning Group
Indiana
$4.55M +$25.1K +586 +0.5%
NL
380
NWAM LLC
Washington
$4.53M -$2.17M -50,834 -32%
CRI
381
Colonial River Investments
Virginia
$4.53M +$763K +17,842 +19%
ARC
382
Advisor Resource Council
Texas
$4.51M +$2.81M +65,700 +170%
ATPW
383
Ashton Thomas Private Wealth
Arizona
$4.51M -$201K -4,698 -4%
AWM
384
Apollon Wealth Management
South Carolina
$4.5M +$269K +6,286 +6%
RFC
385
Regions Financial Corp
Alabama
$4.5M -$149K -3,494 -3%
WWM
386
Western Wealth Management
Colorado
$4.49M -$452K -10,574 -9%
SFS
387
Solitude Financial Services
Virginia
$4.49M +$487K +11,392 +12%
QIM
388
Quest Investment Management
Oregon
$4.47M +$425K +9,944 +10%
HG
389
Herbst Group
Connecticut
$4.46M +$869K +20,324 +23%
GRP
390
Global Retirement Partners
California
$4.45M -$3.95M -92,414 -45%
HHRDM
391
H&H Retirement Design & Management
Nevada
$4.42M +$4.34M +101,594 New
APW
392
Atlantic Private Wealth
North Carolina
$4.41M -$23.5K -550 -0.5%
VST
393
Van Strum & Towne
California
$4.4M -$2.14K -50 -0%
SWA
394
Strategies Wealth Advisors
Michigan
$4.38M +$414K +9,684 +10%
LP
395
LMR Partners
United Kingdom
$4.36M +$4.5M +105,246 New
RMC
396
Regis Management Company
California
$4.34M -$3.43M -80,306 -43%
RCP
397
Rothschild Capital Partners
New York
$4.31M -$4.28M -100,154 -49%
NSAM
398
North Star Asset Management
Wisconsin
$4.31M -$325K -7,592 -7%
HC
399
HNP Capital
New York
$4.27M +$206K +4,820 +5%
AWP
400
Ascent Wealth Partners
New York
$4.26M +$121K +2,824 +3%

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.