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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
SB
551
Simmons Bank
Arkansas
$2.39M +$126K +2,952 +5%
SF
552
Summit Financial
New Jersey
$2.38M -$84.9K -1,986 -3%
IC
553
IEQ Capital
California
$2.38M -$121K -2,832 -5%
CCM
554
Consolidated Capital Management
California
$2.38M +$2.46M +57,488 New
RJT
555
Raymond James Trust
Florida
$2.37M -$377K -8,820 -13%
LRWA
556
Long Run Wealth Advisors
New York
$2.36M -$2.32M -54,330 -49%
FBFS
557
First Business Financial Services
Wisconsin
$2.33M +$84.1K +1,968 +4%
MW
558
MBL Wealth
North Carolina
$2.32M +$16.2K +380 +0.7%
FNC
559
First National Corp
Massachusetts
$2.32M +$1.63M +38,214 +214%
FDCDDQ
560
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M +$32.2K +752 +1%
IA
561
IFG Advisory
Georgia
$2.29M +$42.1K +984 +2%
SB
562
Strategic Blueprint
Georgia
$2.28M -$1.61M -37,570 -41%
SFG
563
SNS Financial Group
Minnesota
$2.27M -$412K -9,644 -15%
FFA
564
Founders Financial Alliance
North Carolina
$2.27M -$322K -7,536 -12%
DBRC
565
D.B. Root & Company
Pennsylvania
$2.25M -$235K -5,504 -9%
ACM
566
Allred Capital Management
Texas
$2.25M +$500K +11,700 +27%
EGA
567
Eagle Global Advisors
Texas
$2.25M -$855 -20 -0%
GLA
568
Good Life Advisors
Pennsylvania
$2.24M -$1.84M -42,978 -44%
BHIA
569
Birch Hill Investment Advisors
Massachusetts
$2.23M +$12.8K +300 +0.6%
BAM
570
Beaumont Asset Management
Texas
$2.23M +$118K +2,760 +5%
AIA
571
Avalon Investment & Advisory
Texas
$2.22M +$84K +1,964 +4%
WAG
572
Windsor Advisory Group
Ohio
$2.21M +$439K +10,278 +24%
Jennison Associates
573
Jennison Associates
New York
$2.21M +$46.9K +1,098 +2%
AMM
574
American Money Management
California
$2.21M -$770 -18 -0%
IP
575
Intellectus Partners
California
$2.2M +$332K +7,760 +17%

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.