We are live on ! Find out more
XLE icon

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
VDBMI
876
Van Den Berg Management I
Texas
$921K -$35.5K -830 -4%
FTA
877
Financial & Tax Architects
Missouri
$921K -$337K -7,872 -26%
LWANC
878
Laurel Wealth Advisors (North Carolina)
North Carolina
$921K +$4.79K +112 +0.5%
HNWAG
879
High Net Worth Advisory Group
Florida
$920K +$4.28K +100 +0.5%
TFCP
880
Twin Focus Capital Partners
Massachusetts
$919K
CW
881
Channel Wealth
California
$915K +$944K +22,084 New
APW
882
Aurora Private Wealth
New Jersey
$910K +$5.99K +140 +0.6%
PBC
883
Pavion Blue Capital
California
$909K -$210K -4,916 -18%
MFG
884
Midwest Financial Group
Kansas
$906K +$935K +21,870 New
GIM
885
Goelzer Investment Management
Indiana
$903K +$36.2K +846 +4%
EWM
886
Edge Wealth Management
New York
$903K +$17.1K +400 +2%
BMWM
887
Brown Miller Wealth Management
Virginia
$899K +$13.7K +320 +1%
VFPI
888
Vantage Financial Partners (Illinois)
Illinois
$896K -$111K -2,590 -11%
IP
889
Investment Partners
Ohio
$895K -$17.9K -418 -2%
CPA
890
Court Place Advisors
Maryland
$887K -$17.1K -400 -2%
KFA
891
Kelleher Financial Advisors
New York
$883K +$257K +6,000 +39%
TPWA
892
TRUE Private Wealth Advisors
Oregon
$882K -$94.2K -2,204 -9%
WWM
893
WJ Wealth Management
Arizona
$882K -$8.29M -193,852 -90%
WA
894
Wealthstar Advisors
Texas
$882K +$16.5K +386 +2%
AWS
895
AJ Wealth Strategies
New York
$880K +$53.8K +1,258 +6%
SQA
896
Simon Quick Advisors
New Jersey
$880K +$9.15K +214 +1%
WIM
897
Westside Investment Management
California
$877K +$15.9K +372 +2%
FIM
898
Freedom Investment Management
Connecticut
$876K +$904K +21,154 New
SS
899
Sunbelt Securities
Texas
$871K -$6.58K -154 -0.7%
MAM
900
MMA Asset Management
Pennsylvania
$869K +$27.9K +652 +3%

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.