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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
PWMAG
1051
Pinnacle Wealth Management Advisory Group
New Jersey
$568K +$16.4K +384 +3%
CT
1052
Chicago Trust
Illinois
$566K -$20.2K -472 -3%
PCA
1053
Peddock Capital Advisors
Massachusetts
$565K +$236K +5,516 +68%
RBCM
1054
Raub Brock Capital Management
California
$564K -$154K -3,600 -21%
LPAM
1055
Lodestar Private Asset Management
California
$564K +$428 +10 +0.1%
RFO
1056
RiverGlades Family Offices
Florida
$563K -$18.8K -440 -3%
ACM
1057
Ashford Capital Management
Delaware
$558K +$576K +13,480 New
AFS
1058
AFG Fiduciary Services
Massachusetts
$558K -$2.28M -53,220 -80%
BOM
1059
Bank of Marin
California
$555K -$32.3K -756 -5%
BFA
1060
Beaumont Financial Advisors
Massachusetts
$545K +$29.8K +696 +6%
AIFAIM
1061
American Institute for Advanced Investment Management
Arizona
$544K +$10.7K +250 +2%
PCMF
1062
Private Capital Management (Florida)
Florida
$542K +$227K +5,314 +68%
AF
1063
Advisornet Financial
Minnesota
$538K -$2.26M -52,818 -80%
MCA
1064
MSH Capital Advisors
Arizona
$538K -$86.7K -2,028 -14%
FNBOH
1065
First National Bank of Hutchinson
Kansas
$534K -$428 -10 -0.1%
EHC
1066
Everett Harris & Co
California
$532K -$85.5K -2,000 -13%
IFS
1067
Ifrah Financial Services
Arkansas
$531K -$15.1K -352 -3%
OMC
1068
Overbrook Management Corp
New York
$530K -$196K -4,580 -26%
BAM
1069
Berkshire Asset Management
Pennsylvania
$528K +$66.2K +1,548 +14%
LC
1070
Lindbrook Capital
California
$526K -$14.4K -336 -3%
CA
1071
Clearstead Advisors
Ohio
$524K -$13.3K -312 -2%
ACA
1072
Aptus Capital Advisors
Alabama
$523K -$2.75M -64,252 -84%
FFWA
1073
FRG Family Wealth Advisors
Washington
$522K
ST
1074
Sageworth Trust
Pennsylvania
$518K
P
1075
&Partners
Tennessee
$517K +$770 +18 +0.1%

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.