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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
BCM
501
Beck Capital Management
Texas
$2.86M +$802K +18,754 +37%
WP
502
WealthSource Partners
California
$2.85M -$1.16M -27,034 -28%
BRG
503
Bay Rivers Group
Virginia
$2.84M +$2.93M +68,500 New
VLC
504
Van Leeuwen & Company
New Jersey
$2.83M -$26.9K -628 -0.9%
BCM
505
Bienville Capital Management
New York
$2.82M -$712K -16,646 -20%
CAMG
506
CWA Asset Management Group
Florida
$2.81M -$613K -14,344 -17%
PFPT
507
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.81M -$303K -7,076 -9%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$2.78M +$403K +9,428 +16%
CI
509
Conning Inc
Connecticut
$2.73M
FSA
510
Financial Sense Advisors
California
$2.72M -$283K -6,626 -9%
PBF
511
Petix & Botte Financial
California
$2.71M +$2.8M +65,386 New
Fisher Asset Management
512
Fisher Asset Management
Washington
$2.69M -$160K -3,752 -5%
KWM
513
Kingsview Wealth Management
Oregon
$2.69M -$27.1M -633,520 -91%
HBWM
514
Hollow Brook Wealth Management
New York
$2.69M +$1.18M +27,650 +74%
P
515
Palladiem
Pennsylvania
$2.68M -$10.6K -248 -0.4%
SFPG
516
Stonebridge Financial Planning Group
Florida
$2.67M +$952K +22,260 +53%
FNBT
517
FineMark National Bank & Trust
Florida
$2.67M -$2.99K -70 -0.1%
CB
518
Community Bank
New York
$2.66M -$29.1K -680 -1%
MCP
519
Mirador Capital Partners
California
$2.65M -$210K -4,918 -7%
MAP
520
Milestone Advisory Partners
North Carolina
$2.64M -$1.19M -27,752 -30%
DBIA
521
Dumont & Blake Investment Advisors
New Jersey
$2.63M +$4.7K +110 +0.2%
TCOO
522
Trust Company of Oklahoma
Oklahoma
$2.62M -$43.4K -1,014 -2%
IAS
523
Investment Advisory Services
Texas
$2.6M +$467K +10,926 +21%
AMG
524
Asset Management Group
Connecticut
$2.6M +$68.1K +1,592 +3%
VAS
525
Vestmark Advisory Solutions
Massachusetts
$2.58M +$649K +15,176 +32%

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.