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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
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M +$113K +2,642 +11%
EWM
802
Executive Wealth Management
Michigan
$1.09M -$21.6K -506 -2%
MWPCG
803
Measured Wealth Private Client Group
New Hampshire
$1.09M +$211K +4,934 +23%
PAM
804
Palisade Asset Management
Minnesota
$1.09M
Nomura Asset Management
805
Nomura Asset Management
Japan
$1.09M
CIAS
806
Capital Investment Advisory Services
North Carolina
$1.08M -$14.3M -335,180 -93%
Neuberger Berman Group
807
Neuberger Berman Group
New York
$1.08M -$30.5K -714 -3%
SC
808
Sierra Capital
Florida
$1.08M +$8.21K +192 +0.7%
BFA
809
Brendel Financial Advisors
New Hampshire
$1.08M +$58.2K +1,362 +6%
MSFS
810
Main Street Financial Solutions
Pennsylvania
$1.07M -$87.4K -2,044 -7%
KTA
811
Keeley-Teton Advisors
Illinois
$1.07M +$28.6K +668 +3%
HH
812
Hilltop Holdings
Texas
$1.07M -$49.2K -1,150 -4%
JCM
813
Jacobi Capital Management
Pennsylvania
$1.07M +$82.1K +1,920 +8%
MAG
814
Mayfair Advisory Group
Alabama
$1.06M +$17.1K +400 +2%
FIM
815
Fernwood Investment Management
Massachusetts
$1.05M -$1.63K -38 -0.1%
WA
816
Wealth Advisors
California
$1.05M +$28K +656 +3%
BCM
817
Basso Capital Management
Connecticut
$1.05M
WWM
818
Windsor Wealth Management
Indiana
$1.04M -$16.7K -390 -2%
SF
819
Symphony Financial
Texas
$1.04M +$138K +3,230 +15%
CPIG
820
Chicago Partners Investment Group
Illinois
$1.04M +$14.7K +344 +1%
TI
821
Tidal Investments
Wisconsin
$1.04M -$1.29M -30,204 -55%
WCM
822
Windsor Capital Management
Arizona
$1.04M -$44.9K -1,050 -4%
IWN
823
Independent Wealth Network
Iowa
$1.04M +$485K +11,350 +83%
WBCM
824
Wilson & Boucher Capital Management
California
$1.03M +$165K +3,862 +18%
SWA
825
Sax Wealth Advisors
New Jersey
$1.03M -$23.9K -560 -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.