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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
CWMGP
776
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.17M -$186K -4,348 -13%
NB
777
NBT Bank
New York
$1.17M +$202K +4,736 +20%
BFPW
778
BOK Financial Private Wealth
Colorado
$1.17M +$9.66K +226 +0.8%
IP
779
Ignite Planners
California
$1.16M +$4.96K +116 +0.4%
RIS
780
Retirement Income Solutions
Michigan
$1.16M -$427K -9,978 -26%
SAG
781
SageView Advisory Group
California
$1.16M +$609K +14,236 +103%
AFG
782
Alterity Financial Group
Maine
$1.16M +$12.3K +288 +1%
B
783
Bailard
California
$1.16M +$10.7K +250 +0.9%
GBT
784
Grove Bank & Trust
Florida
$1.16M -$156K -3,640 -12%
AIM
785
Acropolis Investment Management
Missouri
$1.16M
MBTD
786
Mechanics Bank - Trust Department
California
$1.15M -$279K -6,526 -19%
CLOS
787
Compagnie Lombard Odier SCmA
Switzerland
$1.15M +$156K +3,660 +15%
LWA
788
Lowe Wealth Advisors
Maryland
$1.15M -$110K -2,570 -8%
SG
789
Sharper & Granite
California
$1.14M +$208K +4,866 +21%
JPLA
790
Joseph P. Lucia & Associates
New York
$1.14M +$80.7K +1,888 +7%
JAG
791
Journey Advisory Group
Kentucky
$1.14M -$195K -4,556 -14%
WAM
792
WNY Asset Management
New York
$1.14M -$8.89K -208 -0.7%
AIM
793
Astor Investment Management
Illinois
$1.14M +$10.7K +250 +0.9%
PTC
794
Private Trust Company
Ohio
$1.14M +$108K +2,526 +10%
WB
795
WesBanco Bank
West Virginia
$1.13M +$38.5K +900 +3%
PP
796
Patten & Patten
Tennessee
$1.13M +$172K +4,034 +17%
CWM
797
Chesapeake Wealth Management
Virginia
$1.12M -$4.02K -94 -0.3%
SWM
798
Stockman Wealth Management
Montana
$1.12M +$224K +5,242 +24%
PWG
799
Private Wealth Group
Florida
$1.11M -$40.7K -952 -3%
3LCM
800
3D/L Capital Management
Connecticut
$1.11M -$322K -7,526 -22%

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.