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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
CCM
976
Coldstream Capital Management
Washington
$713K -$16.3K -382 -2%
TWA
977
Tandem Wealth Advisors
Arizona
$713K -$19.8K -462 -3%
KLCM
978
KG&L Capital Management
Louisiana
$712K +$2.91K +68 +0.4%
GCP
979
Garda Capital Partners
Minnesota
$711K -$10.6M -248,100 -94%
RWA
980
Redmont Wealth Advisors
Illinois
$710K -$103K -2,418 -12%
WFAG
981
Worth Financial Advisory Group
North Carolina
$710K +$126K +2,938 +21%
APIM
982
Agate Pass Investment Management
Washington
$709K +$45.8K +1,072 +7%
Sumitomo Mitsui Trust Group
983
Sumitomo Mitsui Trust Group
Japan
$706K -$547K -12,800 -43%
CWM
984
C2C Wealth Management
Arizona
$706K +$54.3K +1,270 +8%
AR
985
Advisory Research
Illinois
$691K -$12.5K -292 -2%
NB
986
Northwest Bancshares
Pennsylvania
$686K -$86.5K -2,024 -11%
BFA
987
Beacon Financial Advisory
Ohio
$684K -$8.55K -200 -1%
BBA
988
BLB&B Advisors
Pennsylvania
$681K +$63.3K +1,480 +10%
AC
989
AWM Capital
Arizona
$678K +$700K +16,380 New
BIA
990
Benchmark Investment Advisors
Illinois
$677K -$166K -3,878 -19%
GWM
991
Greenwich Wealth Management
Connecticut
$669K -$333K -7,800 -33%
HGERS
992
Householder Group Estate & Retirement Specialist
Arizona
$669K +$691K +16,152 New
SBIA
993
Sheaff Brock Investment Advisors
Indiana
$667K -$25.7K -600 -4%
RG
994
Retirement Group
California
$665K +$94.8K +2,218 +16%
GGS
995
Galvin Gaustad & Stein
Arizona
$664K +$12.8K +300 +2%
VM
996
VPR Management
Texas
$663K
AFM
997
Andesa Financial Management
Pennsylvania
$663K +$594K +13,900 +77%
IC
998
Iconiq Capital
California
$661K
WP
999
WealthPLAN Partners
Nebraska
$658K -$38.6K -902 -5%
EC
1000
Estate Counselors
Wisconsin
$654K +$116K +2,720 +21%

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.