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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
BPC
451
Banque Pictet & Cie
Switzerland
$3.44M +$1.18M +27,694 +50%
PCM
452
Pinnbrook Capital Management
New York
$3.42M +$3.14M +73,482 +805%
DCM
453
Disciplina Capital Management
Tennessee
$3.35M +$6.41K +150 +0.2%
GWM
454
GDS Wealth Management
Texas
$3.35M +$1.39M +32,622 +68%
SI
455
Saxon Interests
Texas
$3.32M -$1.22M -28,638 -26%
KFBMI
456
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.31M -$855K -20,000 -20%
FIM
457
FWL Investment Management
Texas
$3.29M +$227K +5,316 +7%
MS
458
Maven Securities
Jersey
$3.28M +$3.39M +79,236 New
JIC
459
Johnson Investment Counsel
Ohio
$3.28M -$49.7K -1,162 -1%
UBG
460
United Bank (Georgia)
Georgia
$3.27M +$371K +8,674 +12%
BDAM
461
Blue Door Asset Management
Connecticut
$3.26M
FMC
462
First Merchants Corp
Indiana
$3.25M -$141K -3,288 -4%
OSNBOA
463
Old Second National Bank of Aurora
Illinois
$3.24M -$394K -9,212 -11%
GWSA
464
Global Wealth Strategies & Associates
Colorado
$3.24M +$241K +5,640 +8%
HA
465
Herold Advisors
New York
$3.22M +$72.4K +1,694 +2%
CIC
466
Carnegie Investment Counsel
Ohio
$3.22M +$439K +10,258 +15%
BCA
467
Bray Capital Advisors
Florida
$3.22M +$178K +4,166 +6%
SL
468
Stevard LLC
Illinois
$3.21M +$1.97K +46 +0.1%
HVIA
469
Hudson Valley Investment Advisors
New York
$3.21M +$69.4K +1,624 +2%
EG
470
Ellerson Group
Maryland
$3.2M -$3.08K -72 -0.1%
AO
471
Advisor OS
Illinois
$3.2M +$257K +6,004 +8%
RT
472
Rockland Trust
Massachusetts
$3.18M -$37.5K -876 -1%
SAMC
473
Spectrum Asset Management (California)
California
$3.18M -$5.27M -123,322 -62%
SFP
474
Sweet Financial Partners
Minnesota
$3.15M -$28.9K -676 -0.9%
FFA
475
Fairfield Financial Advisors
Massachusetts
$3.13M +$348K +8,142 +12%

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.