We are live on ! Find out more
XLE icon

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
TCB
626
Texas Capital Bancshares
Texas
$1.87M +$626K +14,630 +48%
SFS
627
Starfox Financial Services
Texas
$1.86M +$54.6K +1,278 +3%
SFG
628
Summit Financial Group
West Virginia
$1.84M +$99.6K +2,330 +6%
CCM
629
Corsair Capital Management
New York
$1.83M -$1.63K -38 -0.1%
NFP
630
Narus Financial Partners
Utah
$1.83M -$36.4K -852 -2%
TTWM
631
TCV Trust & Wealth Management
Virginia
$1.83M +$8.38K +196 +0.4%
NM
632
NWI Management
New York
$1.82M
VVP
633
Venture Visionary Partners
Ohio
$1.82M +$218K +5,106 +13%
SC
634
SouthState Corp
Florida
$1.82M -$14.5K -340 -0.8%
LFAS
635
Level Four Advisory Services
Texas
$1.81M -$42.2K -986 -2%
BWP
636
Baldwin Wealth Partners
Massachusetts
$1.8M +$37.6K +880 +2%
BCM
637
Barden Capital Management
Texas
$1.79M +$11K +258 +0.6%
TC
638
Trust Company
Kansas
$1.78M -$115K -2,682 -6%
GHA
639
Granite Harbor Advisors
Texas
$1.78M -$41.6K -972 -2%
GI
640
GAMCO Investors
Connecticut
$1.78M
TWP
641
Transparent Wealth Partners
Arkansas
$1.77M +$51.1K +1,196 +3%
MC
642
Martin & Co
Tennessee
$1.77M -$31.2K -730 -2%
WIA
643
World Investment Advisors
California
$1.75M +$34.5K +808 +2%
ST
644
Sabal Trust
Florida
$1.72M -$29.8K -696 -2%
UAS
645
United Asset Strategies
New York
$1.72M -$2.31M -54,066 -54%
WAS
646
Wealth Advisory Solutions
Indiana
$1.71M -$1.29M -30,224 -42%
ACA
647
Atlas Capital Advisors
Wyoming
$1.71M -$372K -8,710 -17%
EWM
648
Evercore Wealth Management
New York
$1.7M
OIA
649
OneDigital Investment Advisors
Kansas
$1.69M -$3.67M -85,858 -68%
Bank Julius Baer & Co
650
Bank Julius Baer & Co
Switzerland
$1.69M -$40.4K -944 -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.