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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
WHCI
851
W.H. Cornerstone Investments
Massachusetts
$982K -$85.9K -2,010 -8%
SRSA
852
S.R. Schill & Associates
Washington
$982K +$25.8K +604 +3%
HAS
853
HBW Advisory Services
California
$980K -$371K -8,674 -27%
CGFA
854
Colton Groome Financial Advisors
North Carolina
$979K -$907K -21,204 -47%
SA
855
Strategic Advisors
New York
$978K +$4.62K +108 +0.5%
TA
856
Tiedemann Advisors
New York
$975K +$1.01M +23,534 New
CPA
857
Cardiff Park Advisors
California
$973K
MBT
858
Montecito Bank & Trust
California
$972K +$77K +1,802 +8%
SFP
859
Sandbox Financial Partners
Maryland
$969K -$125K -2,934 -11%
FCH
860
Freestone Capital Holdings
Washington
$967K -$167K -3,908 -14%
BOS
861
Bank of Stockton
California
$962K -$175K -4,100 -15%
GW
862
GW & Wade
Massachusetts
$960K -$741K -17,332 -43%
SYBT
863
Stock Yards Bank & Trust
Kentucky
$958K -$340K -7,956 -26%
NRS
864
Neville Rodie & Shaw
New York
$955K +$162K +3,800 +20%
HI
865
Horizon Investments
North Carolina
$954K -$15.8M -369,398 -94%
MPW
866
MGO Private Wealth
California
$953K -$320K -7,480 -25%
Empower Advisory Group
867
Empower Advisory Group
Colorado
$951K +$940K +21,976 New
CMS
868
Capital Market Strategies
Florida
$948K +$257 +6 +0%
CHA
869
Carmichael Hill & Associates
Maryland
$945K -$28.7K -672 -3%
1WA
870
180 Wealth Advisors
Washington
$933K +$124K +2,894 +15%
MMPW
871
Mitchell McLeod Pugh & Williams
Alabama
$931K -$3.08K -72 -0.3%
UIA
872
Ulland Investment Advisors
Minnesota
$929K -$183K -4,280 -16%
AGAM
873
Audent Global Asset Management
California
$926K +$282K +6,606 +42%
T2I
874
Turim 21 Investimentos
Brazil
$924K +$919K +21,500 +2,688%
VIA
875
Vident Investment Advisory
Georgia
$923K +$406K +9,488 +74%

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.