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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
SLFPAM
601
St. Louis Financial Planners Asset Management
Missouri
$2.02M +$484K +11,314 +30%
C1AG
602
Client 1st Advisory Group
Florida
$2.01M -$609K -14,244 -23%
WAOI
603
Wealth Advisors of Iowa
Iowa
$2.01M -$38.5K -900 -2%
Chevy Chase Trust
604
Chevy Chase Trust
Maryland
$2M +$90K +2,106 +5%
BSW
605
Buckingham Strategic Wealth
Missouri
$2M
GT
606
Glenview Trust
Kentucky
$1.98M -$12.8K -300 -0.6%
CWM
607
Catalyst Wealth Management
Georgia
$1.98M -$78.2K -1,828 -4%
TSS
608
Two Sigma Securities
New York
$1.98M +$1M +23,422 +96%
BWA
609
BDO Wealth Advisors
Florida
$1.97M +$562K +13,138 +38%
CWM
610
Cedar Wealth Management
California
$1.96M +$294K +6,884 +17%
BCM
611
Boltwood Capital Management
California
$1.95M -$15K -350 -0.7%
MPW
612
MA Private Wealth
California
$1.95M -$2.45M -57,220 -55%
PVI
613
Pine Valley Investments
New Jersey
$1.94M +$2.45M +57,196 New
PA
614
Pinnacle Associates
New York
$1.93M +$94K +2,198 +5%
TNAM
615
Terra Nova Asset Management
New York
$1.93M +$8.98K +210 +0.5%
GCMG
616
Gyroscope Capital Management Group
Florida
$1.91M +$282K +6,588 +17%
RIA
617
Realta Investment Advisors
Delaware
$1.9M -$122K -2,862 -6%
IBOK
618
Independence Bank of Kentucky
Kentucky
$1.9M -$7.27K -170 -0.4%
SFP
619
Strategic Financial Partners
Oregon
$1.89M +$182K +4,254 +10%
FTC
620
Farmers Trust Company
Ohio
$1.89M -$31K -724 -2%
BONH
621
Bank of New Hampshire
New Hampshire
$1.89M -$64.2K -1,502 -3%
SFI
622
SPC Financial Inc
Maryland
$1.88M -$10.2K -238 -0.5%
TPCW
623
TD Private Client Wealth
New York
$1.88M +$42.5K +994 +2%
CIM
624
Contravisory Investment Management
Massachusetts
$1.88M +$129K +3,028 +7%
TFS
625
Thoroughbred Financial Services
Tennessee
$1.87M +$31.5K +736 +2%

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.