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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
SIC
426
Sigma Investment Counselors
Michigan
$3.83M -$151K -3,524 -4%
RC
427
Roundview Capital
New Jersey
$3.78M +$53.3K +1,246 +1%
BRM
428
Boston Research & Management
Massachusetts
$3.78M -$20K -468 -0.5%
MIA
429
MMBG Investment Advisors
Florida
$3.78M +$32.1K +750 +0.8%
RA
430
Regis Acquisition
Colorado
$3.77M +$3.89M +91,080 New
AF
431
Allworth Financial
California
$3.75M -$521K -12,192 -12%
FHA
432
First Horizon Advisors
Tennessee
$3.68M -$360K -8,410 -9%
OPS
433
Orion Portfolio Solutions
Nebraska
$3.68M +$1.39M +32,598 +58%
BCI
434
Brinker Capital Investments
Pennsylvania
$3.68M +$1.69M +39,478 +80%
CA
435
Continental Advisors
Utah
$3.64M
TFGT
436
TS Financial Group (TSFG)
Illinois
$3.62M +$1.88M +43,876 +101%
AMI
437
Amica Mutual Insurance
Rhode Island
$3.61M +$3.73M +87,258 New
BF
438
BOK Financial
Oklahoma
$3.61M -$287K -6,708 -7%
Franklin Resources
439
Franklin Resources
California
$3.61M +$182K +4,264 +5%
CA
440
Cumberland Advisors
Florida
$3.61M -$9.41K -220 -0.3%
FT
441
Fiduciary Trust
Massachusetts
$3.58M +$146K +3,414 +4%
FHA
442
Flagship Harbor Advisors
Massachusetts
$3.56M +$460K +10,748 +14%
RSWM
443
Robertson Stephens Wealth Management
California
$3.56M +$711K +16,618 +24%
DWA
444
Dorsey Wright & Associates
California
$3.56M +$153K +3,578 +4%
CTC
445
Central Trust Company
Missouri
$3.55M +$688K +16,096 +23%
PCS
446
Personal CFO Solutions
New Jersey
$3.54M +$236K +5,524 +7%
NFG
447
Nations Financial Group
Iowa
$3.49M -$270K -6,312 -7%
PWW
448
Pettyjohn Wood & White
Virginia
$3.49M -$13.7K -320 -0.4%
EA
449
Eudaimonia Advisors
Tennessee
$3.48M -$741K -17,336 -17%
TF
450
Theory Financial
Colorado
$3.45M +$101K +2,364 +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.