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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
DI
826
DFPG Investments
Utah
$1.03M +$63.1K +1,476 +6%
CAAS
827
Capital Asset Advisory Services
Michigan
$1.03M -$178K -4,158 -14%
AI
828
AXS Investments
New York
$1.03M
MSAM
829
Moloney Securities Asset Management
Missouri
$1.02M +$563K +13,170 +115%
First Manhattan
830
First Manhattan
New York
$1.02M -$147K -3,432 -12%
CAM
831
Cozad Asset Management
Illinois
$1.01M +$346K +8,092 +50%
SAM
832
Smithbridge Asset Management
Pennsylvania
$1.01M -$231K -5,404 -18%
CFS
833
CRA Financial Services
New Jersey
$1M +$164K +3,842 +19%
DWMG
834
DB Wealth Management Group
California
$1M +$11.5K +270 +1%
PAMS
835
Pictet Asset Management (Switzerland)
Switzerland
$1M -$1.06M -24,802 -51%
PPW
836
Parcion Private Wealth
Washington
$1M -$28.3K -662 -3%
NHC
837
Nicholas Hoffman & Company
Georgia
$1M +$428 +10 +0%
DWM
838
Denver Wealth Management
Colorado
$1,000K -$296K -6,928 -22%
OPWM
839
Oxinas Partners Wealth Management
Indiana
$999K +$104K +2,432 +11%
GECH
840
Garnet Equity Capital Holdings
New York
$994K +$1.03M +24,000 New
SG
841
Somerset Group
Minnesota
$994K
SWMP
842
Signature Wealth Management Partners
New Jersey
$993K -$78K -1,824 -7%
HTC
843
Haverford Trust Company
Pennsylvania
$993K -$11.1K -260 -1%
EPA
844
Element Pointe Advisors
Florida
$991K
Verition Fund Management
845
Verition Fund Management
Connecticut
$991K -$5.08M -118,890 -83%
SIC
846
Salem Investment Counselors
North Carolina
$988K +$50.6K +1,184 +5%
QFA
847
Quattro Financial Advisors
Texas
$987K -$229K -5,356 -18%
PWM
848
PRW Wealth Management
Massachusetts
$987K -$8.93M -208,806 -90%
CAL
849
Capital Analysts LLC
Pennsylvania
$985K -$1.43M -33,444 -58%
MC
850
Moors & Cabot
Massachusetts
$984K -$87.1K -2,038 -8%

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.