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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
MA
476
Menlo Advisors
California
$3.13M +$3.23M +75,648 New
VWM
477
Venturi Wealth Management
Texas
$3.12M -$357K -8,346 -10%
WPW
478
Waldron Private Wealth
Pennsylvania
$3.12M -$1.57M -36,648 -33%
IIA
479
IPG Investment Advisors
California
$3.11M +$638K +14,914 +25%
IAS
480
Insigneo Advisory Services
Florida
$3.11M +$1.64M +38,296 +104%
ZIMP
481
Zimmermann Investment Management & Planning
Pennsylvania
$3.1M +$2.12M +49,538 +196%
HT
482
HighTower Trust
Texas
$3.1M
VAS
483
Valicenti Advisory Services
New York
$3.09M +$606K +14,170 +23%
BFG
484
Beacon Financial Group
Texas
$3.08M -$48.1K -1,126 -2%
RBC
485
Rye Brook Capital
Connecticut
$3.06M +$3.16M +73,800 New
WCM
486
Washburn Capital Management
Florida
$3.05M +$97.1K +2,270 +3%
AA
487
Ancora Advisors
Ohio
$3.04M +$229K +5,362 +8%
TCA
488
Transcend Capital Advisors
New Jersey
$3.02M -$352K -8,224 -10%
SC
489
Skylands Capital
Wisconsin
$2.99M +$1.26M +29,500 +69%
CCFCSB
490
Cape Cod Five Cents Savings Bank
Massachusetts
$2.94M -$61.2K -1,432 -2%
ML
491
McAdam LLC
Pennsylvania
$2.93M +$2.56M +59,804 +550%
CFD
492
Creative Financial Designs
Indiana
$2.92M -$217K -5,084 -7%
UWM
493
USAdvisors Wealth Management
Minnesota
$2.91M +$86 +2 +0%
WJA
494
Willis Johnson & Associates
Texas
$2.91M +$449K +10,508 +18%
FWA
495
FOCUS Wealth Advisors
Texas
$2.91M -$30.2K -706 -1%
UB
496
UMB Bank
Missouri
$2.91M -$163K -3,802 -5%
LBC
497
Lowe Brockenbrough & Co
Virginia
$2.9M -$6.84K -160 -0.2%
KA
498
Kovack Advisors
Florida
$2.9M -$898K -21,012 -23%
CA
499
Continuum Advisory
Idaho
$2.88M +$15.7K +368 +0.3%
HIA
500
Harbor Investment Advisory
Maryland
$2.86M -$39.2K -916 -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.