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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
ACS
651
Archford Capital Strategies
Illinois
$1.69M +$98.3K +2,300 +6%
PNAA
652
Pictet North America Advisors
Switzerland
$1.69M +$1.47M +34,474 +554%
WC
653
Wexford Capital
Florida
$1.68M +$552K +12,914 +47%
CWA
654
Capital Wealth Alliance
Arizona
$1.68M -$158K -3,706 -8%
Northwestern Mutual Wealth Management
655
Northwestern Mutual Wealth Management
Wisconsin
$1.67M -$157K -3,666 -8%
NCM
656
Narwhal Capital Management
Georgia
$1.66M
SSB
657
Sandy Spring Bank
Maryland
$1.66M -$144K -3,358 -8%
WT
658
Whittier Trust
California
$1.66M +$9.41K +220 +0.6%
JIC
659
Joel Isaacson & Co
New York
$1.65M +$13.5K +316 +0.8%
FCI
660
Financial Counselors Inc
Kansas
$1.65M -$27.8K -650 -2%
WEG
661
World Equity Group
Illinois
$1.64M +$3.12M +72,940 +456%
ACM
662
AlphaStar Capital Management
North Carolina
$1.63M +$379K +8,854 +31%
TFF
663
The Family Firm
Maryland
$1.63M +$80.9K +1,892 +5%
TCM
664
Triumph Capital Management
Colorado
$1.6M +$867K +20,268 +110%
PSCM
665
Per Stirling Capital Management
Texas
$1.6M -$171K -4,004 -9%
TC
666
Trilogy Capital
California
$1.6M -$35.1K -820 -2%
FAM
667
Family Asset Management
South Carolina
$1.6M +$134K +3,136 +9%
HCM
668
Hollencrest Capital Management
California
$1.6M +$1.62M +38,000 +7,063%
MM
669
Main Management
California
$1.59M +$85.5K +2,000 +5%
IFA
670
Interactive Financial Advisors
Illinois
$1.59M +$51.8K +1,212 +3%
MAM
671
Meeder Asset Management
Ohio
$1.59M +$106K +2,468 +7%
RIA
672
Regal Investment Advisors
Michigan
$1.59M +$189K +4,424 +13%
LWM
673
Laidlaw Wealth Management
New York
$1.59M -$1.61M -37,598 -50%
BCM
674
Becker Capital Management
Oregon
$1.58M +$1.64M +38,242 New
MWM
675
Massachusetts Wealth Management
Massachusetts
$1.58M -$277K -6,480 -15%

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.