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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
CMANY
1126
Capital Management Associates (New York)
New York
$448K -$14.2K -332 -3%
ARMT
1127
Amica Retiree Medical Trust
Rhode Island
$447K +$462K +10,802 New
DI
1128
Disciplined Investments
Oklahoma
$447K +$456K +10,654 +7,610%
IGWM
1129
ICA Group Wealth Management
Colorado
$446K -$115K -2,696 -20%
DP
1130
Denver PWM
Colorado
$445K -$4.7K -110 -1%
LA
1131
LexAurum Advisors
Kansas
$445K +$129K +3,006 +39%
NWMG
1132
National Wealth Management Group
Ohio
$444K -$51.6K -1,208 -10%
FCA
1133
FLC Capital Advisors
California
$443K
DS
1134
DRW Securities
Illinois
$443K +$457K +10,694 New
S
1135
SignatureFD
Georgia
$439K -$72.9K -1,704 -14%
ATC
1136
Argent Trust Co
Tennessee
$438K -$27.9K -652 -6%
SIC
1137
Shoker Investment Counsel
Ohio
$438K -$4.02K -94 -0.9%
BA
1138
Bristlecone Advisors
Washington
$438K -$42.2K -988 -9%
NFSG
1139
Newbridge Financial Services Group
Florida
$437K -$53.5K -1,252 -11%
CCM
1140
Cox Capital Management
Massachusetts
$434K -$9.23K -216 -2%
AF
1141
Arrow Financial
New York
$432K +$16K +374 +4%
TW
1142
Towerpoint Wealth
California
$432K
LNWWM
1143
Laird Norton Wetherby Wealth Management
California
$429K -$13.8K -322 -3%
SWM
1144
Silverlake Wealth Management
Vermont
$429K -$42.9K -1,004 -9%
SIAG
1145
Safeguard Investment Advisory Group
California
$428K -$209K -4,882 -32%
SSWM
1146
Strait & Sound Wealth Management
California
$428K +$18.5K +432 +4%
WSTAM
1147
Wilbanks Smith & Thomas Asset Management
Virginia
$427K -$1.03K -24 -0.2%
VCM
1148
Vivaldi Capital Management
Illinois
$426K -$971K -22,702 -69%
WP
1149
Wealthspan Partners
Iowa
$425K -$8.21K -192 -2%
LC
1150
Lavaca Capital
Texas
$423K +$56.3K +1,316 +15%

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.