We are live on ! Find out more
XLE icon

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
HNW
401
High Note Wealth
Minnesota
$4.24M +$118K +2,766 +3%
BP
402
Ballentine Partners
Massachusetts
$4.23M +$4.37M +102,252 New
Deutsche Bank
403
Deutsche Bank
Germany
$4.23M +$342K +8,000 +8%
BFG
404
Bleakley Financial Group
New Jersey
$4.23M -$3.1M -72,426 -42%
DAS
405
Dynamic Advisor Solutions
Arizona
$4.17M +$1.11M +25,862 +35%
Capstone Investment Advisors
406
Capstone Investment Advisors
New York
$4.16M -$6.44M -150,582 -60%
BHCM
407
Brevan Howard Capital Management
Jersey
$4.14M -$2.57M -60,000 -38%
AIC
408
Ayalon Insurance Company
Israel
$4.13M -$16.2K -380 -0.4%
KI
409
Kapitalo Investimentos
Brazil
$4.12M
WAS
410
WESPAC Advisors SoCal
California
$4.11M -$7.18K -168 -0.2%
SCA
411
Stillwater Capital Advisors
Pennsylvania
$4.07M +$53.4K +1,250 +1%
CM
412
Capula Management
Cayman Islands
$4.06M -$822K -19,234 -16%
AA
413
AlphaMark Advisors
Kentucky
$4.02M +$264K +6,178 +7%
IWMWV
414
Ironwood Wealth Management (West Virginia)
West Virginia
$4.01M -$22.6K -528 -0.6%
CFGS
415
Concourse Financial Group Securities
Alabama
$4M -$194K -4,528 -4%
WWA
416
WCG Wealth Advisors
Nevada
$3.97M +$343K +8,018 +9%
MTC
417
Matrix Trust Company
Colorado
$3.91M +$557K +13,032 +16%
AWM
418
Avondale Wealth Management
Texas
$3.9M +$65.8K +1,538 +2%
IAMOG
419
Investors Asset Management of Georgia
Georgia
$3.9M -$344K -8,040 -8%
EFS
420
Essex Financial Services
Connecticut
$3.89M +$593K +13,874 +17%
CGA
421
Crescent Grove Advisors
Illinois
$3.88M +$475K +11,120 +13%
Toronto Dominion Bank
422
Toronto Dominion Bank
Ontario, Canada
$3.87M +$1.37M +31,938 +52%
SL
423
Salomon & Ludwin
Virginia
$3.86M +$102K +2,390 +3%
CIM
424
Confluence Investment Management
Missouri
$3.86M +$842K +19,700 +27%
MFG
425
Magnus Financial Group
New York
$3.85M -$3.08K -72 -0.1%

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.