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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
WP
1101
WealthShield Partners
North Carolina
$490K +$15K +350 +3%
SEP
1102
Southland Equity Partners
Missouri
$488K
FH
1103
FWG Holdings
Florida
$485K -$42.8K -1,000 -8%
BFG
1104
Bouchey Financial Group
New York
$481K +$51.6K +1,208 +12%
CASB
1105
Cape Ann Savings Bank
Massachusetts
$477K -$2.14K -50 -0.4%
WHC
1106
Wulff, Hansen & Co
California
$476K
SFP
1107
Shepherd Financial Partners
Massachusetts
$475K +$50.3K +1,176 +11%
MGIA
1108
Moneta Group Investment Advisors
Missouri
$470K -$58.7K -1,374 -11%
CWM
1109
Collaborative Wealth Management
Florida
$469K +$2.39K +56 +0.5%
FFWM
1110
Future Financial Wealth Management
Ohio
$469K -$845K -19,756 -65%
BJL
1111
Brighton Jones LLC
Washington
$466K +$181K +4,242 +61%
SDAM
1112
Shulman DeMeo Asset Management
New York
$463K -$5.47K -128 -1%
BFS
1113
Bard Financial Services
Connecticut
$460K -$60.7K -1,420 -11%
BFG
1114
Berger Financial Group
Minnesota
$459K +$30.7K +718 +7%
SAM
1115
SignalPoint Asset Management
Missouri
$459K +$25K +584 +6%
BMCM
1116
Burns Matteson Capital Management
New York
$459K +$58.4K +1,366 +14%
PTP
1117
Platform Technology Partners
New York
$459K -$263K -6,148 -36%
FCC
1118
Florin Court Capital
United Kingdom
$456K -$11.2M -261,000 -96%
GCP
1119
Gill Capital Partners
Colorado
$456K -$48.1K -1,124 -9%
AT
1120
American Trust
Kentucky
$455K +$32.4K +758 +7%
LSA
1121
Lion Street Advisors
Texas
$453K +$468K +10,944 New
ECG
1122
Edge Capital Group
Georgia
$453K +$33.1K +774 +8%
AWM
1123
Aprio Wealth Management
Georgia
$453K -$5.25M -122,690 -92%
UCIG
1124
Ulrich Consultants & Investment Group
New Mexico
$451K
MW
1125
Marcum Wealth
Ohio
$448K -$31.8K -744 -6%

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.