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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
EW
676
Evoke Wealth
California
$1.58M +$108K +2,534 +7%
GFPC
677
Global Financial Private Client
Florida
$1.58M +$1.45M +33,872 +1,335%
AAM
678
Alphadyne Asset Management
New York
$1.57M -$34.6M -808,258 -96%
HWA
679
HCR Wealth Advisors
California
$1.56M -$60.3K -1,410 -4%
CRWM
680
Castle Rock Wealth Management
California
$1.56M -$94.8K -2,218 -5%
MWM
681
Mission Wealth Management
California
$1.56M +$1.17M +27,460 +271%
JHCP
682
Jackson Hole Capital Partners
Oklahoma
$1.55M -$171 -4 -0%
Manulife (Manufacturers Life Insurance)
683
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M -$8.9M -208,098 -85%
BW
684
Bison Wealth
Georgia
$1.54M -$48.1K -1,124 -3%
VCA
685
Verdence Capital Advisors
Maryland
$1.53M +$716K +16,750 +83%
CA
686
Claro Advisors
Massachusetts
$1.53M -$145K -3,380 -8%
EL
687
Essex LLC
Illinois
$1.51M
TCPWM
688
Traverso Chambers Private Wealth Management
California
$1.51M -$12.9K -302 -0.8%
CS
689
Comerica Securities
Michigan
$1.51M +$278K +6,500 +22%
CC
690
Cadinha & Co
Hawaii
$1.51M -$81.9K -1,916 -5%
CAG
691
Csenge Advisory Group
Florida
$1.5M +$248K +5,802 +19%
DIA
692
Dana Investment Advisors
Wisconsin
$1.5M -$130K -3,048 -8%
RFM
693
Royal Fund Management
Florida
$1.5M +$502K +11,752 +48%
TAM
694
Titleist Asset Management
Texas
$1.5M +$1.55M +36,158 New
PWLP
695
Prio Wealth Limited Partnership
Massachusetts
$1.5M
DWM
696
Dakota Wealth Management
Florida
$1.5M -$57.2K -1,338 -4%
FWP
697
FAS Wealth Partners
Kansas
$1.49M +$622K +14,550 +68%
NCM
698
Northwest Capital Management
Oregon
$1.49M -$47.3K -1,106 -3%
CS
699
Cannell & Spears
New York
$1.49M
VCP
700
Verus Capital Partners
Arizona
$1.49M -$178K -4,160 -10%

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.