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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
PPP
576
Private Portfolio Partners
New Jersey
$2.19M +$16.5K +386 +0.7%
SFG
577
Sowa Financial Group
Rhode Island
$2.19M -$73.5K -1,718 -3%
CI
578
CX Institutional
Indiana
$2.18M -$8.69M -203,294 -80%
SW
579
SteelPeak Wealth
California
$2.17M -$758K -17,730 -25%
FFS
580
Founders Financial Securities
Maryland
$2.16M -$1.56M -36,478 -41%
JWBC
581
J.W. Burns & Co
New York
$2.16M +$12.8K +300 +0.6%
ZIG
582
Zullo Investment Group
Pennsylvania
$2.15M -$108K -2,528 -5%
AWA
583
Arete Wealth Advisors
Illinois
$2.15M +$183K +4,278 +9%
CWP
584
Capital Wealth Planning
Florida
$2.15M +$901K +21,070 +69%
SFA
585
Source Financial Advisors
New York
$2.14M -$1.11M -26,020 -34%
WCG
586
Wall Capital Group
Arizona
$2.12M +$2.09M +48,966 +8,385%
EIP
587
Ellis Investment Partners
Pennsylvania
$2.12M +$1.05M +24,444 +91%
PPG
588
Peak Planning Group
Colorado
$2.11M +$84.4K +1,974 +4%
IFWM
589
Institute for Wealth Management
Colorado
$2.1M -$21K -492 -1%
FFP
590
Forbes Financial Planning
Rhode Island
$2.09M -$120K -2,804 -5%
CWA
591
Clarus Wealth Advisors
Arizona
$2.09M +$15.1K +352 +0.7%
VFA
592
Valeo Financial Advisors
Indiana
$2.09M +$443K +10,370 +26%
MPPLM
593
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.08M -$1.7M -39,840 -44%
LSPW
594
Lake Street Private Wealth
Illinois
$2.07M +$25.6K +598 +1%
FRM
595
Fox Run Management
Connecticut
$2.06M -$564K -13,200 -21%
SW
596
Solidarity Wealth
Utah
$2.05M +$2.12M +49,468 New
SAM
597
Secure Asset Management
Michigan
$2.04M +$375K +8,774 +22%
CWM
598
Cornerstone Wealth Management
Missouri
$2.04M +$2.1M +49,202 New
CAIMH
599
Central Asset Investments & Management Holdings
Hong Kong
$2.03M +$2.09M +49,000 New
SCP
600
Stamos Capital Partners
California
$2.02M +$117K +2,740 +6%

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.