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
LB
1076
Leo Brokerage
Texas
$517K +$534K +12,484 New
OLVIG
1077
Oliver Lagore Vanvalin Investment Group
Michigan
$516K -$3.13M -73,194 -85%
IFAM
1078
Institutional & Family Asset Management
Colorado
$512K -$34.8K -814 -6%
SIC
1079
Sterling Investment Counsel
New York
$512K +$196K +4,594 +59%
FFG
1080
Frisch Financial Group
New York
$511K +$30.9K +722 +6%
FFA
1081
Farther Finance Advisors
California
$510K +$74.5K +1,742 +16%
FA
1082
Forefront Analytics
Pennsylvania
$507K +$86 +2 +0%
HCP
1083
Hexagon Capital Partners
Arkansas
$507K -$8.98K -210 -2%
PT
1084
Plimoth Trust
Massachusetts
$506K -$28.3K -662 -5%
HT
1085
Headlands Technologies
Illinois
$505K +$522K +12,198 New
PFT
1086
Providence First Trust
Arizona
$504K +$229K +5,362 +79%
OSAM
1087
O'Shaughnessy Asset Management
Connecticut
$502K -$18.1K -424 -3%
AIM
1088
Aspen Investment Management
Michigan
$502K +$81.2K +1,900 +19%
AFO
1089
Allie Family Office
Florida
$501K +$48.3K +1,130 +10%
RIA
1090
RPG Investment Advisory
California
$500K +$8.64K +202 +2%
CWM
1091
Comprehensive Wealth Management
Washington
$499K +$515K +12,056 New
SFM
1092
Signet Financial Management
New Jersey
$498K -$205K -4,802 -29%
BG
1093
Benedetti & Gucer
Georgia
$497K -$188K -4,398 -27%
ACM
1094
Advisors Capital Management
New Jersey
$496K +$512K +11,982 New
OWP
1095
Obermeyer Wealth Partners
Colorado
$495K +$180K +4,200 +54%
WB
1096
Webster Bank
Connecticut
$494K
PCA
1097
Pallas Capital Advisors
Massachusetts
$493K +$10.7K +250 +2%
SW
1098
SMART Wealth
Nebraska
$493K -$910K -21,294 -64%
SFC
1099
SYM Financial Corp
Indiana
$491K +$1.45K +34 +0.3%
AWM
1100
Ameliora Wealth Management
Switzerland
$491K -$741K -17,336 -59%

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.