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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
BAM
526
BOS Asset Management
Illinois
$2.58M +$1.36M +31,818 +105%
RCAG
527
Rehmann Capital Advisory Group
Michigan
$2.57M +$94.7K +2,214 +4%
SW
528
SVB Wealth
Massachusetts
$2.55M -$574K -13,428 -18%
RA
529
RFG Advisory
Alabama
$2.54M +$1.06M +24,874 +68%
WSCM
530
Wellington Shields Capital Management
New York
$2.54M -$357K -8,348 -12%
AFP
531
Ausdal Financial Partners
Iowa
$2.53M -$92.5K -2,164 -3%
GSIS
532
Global Strategic Investment Solutions
Arizona
$2.52M +$6.5K +152 +0.3%
JIP
533
Jaffetilchin Investment Partners
Florida
$2.52M +$32.3K +756 +1%
HCM
534
Hall Capital Management
Rhode Island
$2.52M +$142K +3,310 +6%
JSL
535
JT Stratford LLC
Georgia
$2.51M +$688K +16,082 +36%
JRP
536
Jasper Ridge Partners
California
$2.48M
CG
537
Caprock Group
Idaho
$2.48M -$241K -5,640 -9%
LW
538
Lauer Wealth
Indiana
$2.48M +$2.49M +58,298 New
TFA
539
Transamerica Financial Advisors
Florida
$2.46M +$218K +5,102 +9%
JE
540
JMAC Enterprises
Pennsylvania
$2.46M -$622K -14,558 -20%
MYIA
541
Mount Yale Investment Advisors
Colorado
$2.46M +$282K +6,588 +12%
FMTCOCP
542
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.46M +$153K +3,586 +6%
EWM
543
EPG Wealth Management
Georgia
$2.45M -$127K -2,968 -5%
SPI
544
Sutton Place Investors
New York
$2.44M -$15.4K -360 -0.6%
SP
545
SWS Partners
Ohio
$2.44M +$177K +4,140 +8%
PFA
546
Pettinga Financial Advisors
Indiana
$2.43M +$8.12K +190 +0.3%
KIA
547
KLR Investment Advisors
Rhode Island
$2.43M -$338K -7,904 -12%
PAS
548
Park Avenue Securities
New York
$2.42M +$137K +3,202 +6%
MFFIA
549
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.42M
FFBTD
550
First Financial Bank - Trust Division
Ohio
$2.4M -$103K -2,414 -4%

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.