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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
HNB
751
Huntington National Bank
Ohio
$1.26M +$155K +3,620 +13%
FA
752
FDx Advisors
Illinois
$1.26M
MWM
753
Marion Wealth Management
Pennsylvania
$1.25M +$96.6K +2,260 +8%
FPCP
754
Fort Point Capital Partners
California
$1.24M -$2.48K -58 -0.2%
CG
755
Castellan Group
Kentucky
$1.24M +$1.28M +29,930 New
AF
756
Apexium Financial
Texas
$1.22M -$47.8K -1,118 -4%
SAM
757
Strategy Asset Managers
California
$1.22M -$127K -2,974 -9%
1IA
758
1834 Investment Advisors
Wisconsin
$1.22M -$3.4M -79,606 -73%
GFL
759
Granite FO LLC
New Hampshire
$1.21M +$593K +13,880 +96%
CH
760
Canton Hathaway
Rhode Island
$1.21M +$409K +9,564 +49%
FC
761
FCA Corp
Texas
$1.21M +$8.55K +200 +0.7%
ACI
762
Alpha Cubed Investments
California
$1.19M -$482K -11,268 -28%
EFMC
763
Empire Financial Management Company
New York
$1.19M +$1.23M +28,760 New
FWM
764
Forza Wealth Management
Florida
$1.19M
BPGAM
765
BTG Pactual Global Asset Management
Bermuda
$1.19M -$4.74M -110,812 -79%
SEA
766
Stegent Equity Advisors
Texas
$1.19M -$328K -7,680 -21%
FCP
767
Fidelis Capital Partners
Florida
$1.18M +$1.26M +29,522 New
MA
768
Montag & Associates
Georgia
$1.18M -$171K -4,000 -12%
BBP
769
Banco BTG Pactual
Brazil
$1.18M -$272K -6,362 -17%
RWA
770
River Wealth Advisors
Pennsylvania
$1.18M +$257 +6 +0%
MFS
771
Mirabella Financial Services
United Kingdom
$1.18M -$13.7M -319,700 -92%
ORAM
772
One River Asset Management
Connecticut
$1.18M +$1.22M +28,602 New
ICP
773
Interchange Capital Partners
Pennsylvania
$1.18M +$351K +8,216 +41%
TDC
774
Thompson Davis & Co
Virginia
$1.18M +$1.45K +34 +0.1%
MWM
775
Maltin Wealth Management
New Jersey
$1.17M -$142K -3,312 -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.