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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
PMG
1026
ProVise Management Group
Florida
$607K -$1,000K -23,378 -61%
TCWM
1027
Total Clarity Wealth Management
Illinois
$607K +$144K +3,358 +30%
BFIC
1028
Bedell Frazier Investment Counselling
California
$602K -$36.3K -850 -6%
WCM
1029
WealthBridge Capital Management
Ohio
$601K +$86.7K +2,028 +16%
GCA
1030
Greenwood Capital Associates
South Carolina
$592K -$18.6K -434 -3%
BWM
1031
Birchcreek Wealth Management
Ohio
$586K +$6.24K +146 +1%
NEAM
1032
New England Asset Management
Connecticut
$586K
PWPS
1033
Pinnacle Wealth Planning Services
Ohio
$586K
PJSIMP
1034
P.J. Schmidt Investment Management (PJS)
Wisconsin
$586K +$174K +4,066 +41%
GWP
1035
Gateway Wealth Partners
Wisconsin
$585K -$19.4K -454 -3%
AWM
1036
Accurate Wealth Management
Florida
$584K +$74.4K +1,740 +15%
KFP
1037
KMG Fiduciary Partners
Ohio
$584K +$82.2K +1,922 +16%
AIP
1038
Ahrens Investment Partners
Louisiana
$584K +$337K +7,878 +127%
GAA
1039
Global Assets Advisory
Florida
$581K +$48.7K +1,140 +9%
PC
1040
Permanens Capital
New York
$580K +$599K +14,000 New
IA
1041
Insight Advisors
Pennsylvania
$579K -$69.6K -1,628 -10%
BWP
1042
Balboa Wealth Partners
Arizona
$576K +$35.2K +824 +6%
SVWAG
1043
Sound View Wealth Advisors Group
Georgia
$574K -$42K -982 -7%
DJYG
1044
David J. Yvars Group
Florida
$574K +$252K +5,890 +74%
JWA
1045
JFS Wealth Advisors
Pennsylvania
$570K +$10.1K +236 +2%
LL
1046
LPWM LLC
Minnesota
$570K
WPW
1047
Watershed Private Wealth
Illinois
$570K
9WM
1048
9258 Wealth Management
Ohio
$570K -$23.9K -558 -4%
GIA
1049
Guyasuta Investment Advisors
Pennsylvania
$569K +$32.5K +760 +6%
AIP
1050
ARS Investment Partners
New York
$569K -$74.1K -1,734 -11%

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.