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
PCMC
1151
Private Capital Management (Colorado)
Colorado
$422K +$77K +1,800 +21%
CTB
1152
Country Trust Bank
Illinois
$422K -$56.5K -1,322 -11%
HI
1153
Hudock Inc
Pennsylvania
$421K +$41.6K +974 +11%
WWM
1154
Wolff Wiese Magana
California
$418K -$9.49K -222 -2%
EWA
1155
Exencial Wealth Advisors
Oklahoma
$416K +$1.28K +30 +0.3%
LFM
1156
Lumina Fund Management
New York
$414K
TWM
1157
Tradition Wealth Management
Minnesota
$414K +$106K +2,470 +33%
LG
1158
Leuthold Group
Minnesota
$413K -$85.9K -2,010 -17%
ME
1159
McIlrath & Eck
Washington
$412K +$153K +3,572 +56%
NWM
1160
Northwest Wealth Management
Iowa
$412K +$22K +514 +5%
FMII
1161
Farmers & Merchants Investments Inc
Nebraska
$412K +$2.56K +60 +0.6%
JF
1162
Joule Financial
Kentucky
$409K +$19.2K +450 +5%
RWA
1163
Roberts Wealth Advisors
California
$408K +$2.22K +52 +0.5%
APW
1164
Acima Private Wealth
Virginia
$408K
Wealth Enhancement Advisory Services
1165
Wealth Enhancement Advisory Services
Minnesota
$407K +$86.4K +2,020 +26%
SWA
1166
SFMG Wealth Advisors
Texas
$406K -$4.28K -100 -1%
FA
1167
Fermata Advisors
California
$406K -$1.48M -34,630 -78%
PWS
1168
Private Wealth Strategies
Ohio
$403K +$171 +4 +0%
SW
1169
SlateStone Wealth
Florida
$402K +$415K +9,704 New
MWM
1170
Modera Wealth Management
New Jersey
$402K +$12.5K +292 +3%
KCFA
1171
Key Client Fiduciary Advisors
New Jersey
$401K +$93.4K +2,184 +29%
MFG
1172
Menard Financial Group
Texas
$400K -$23.1K -540 -5%
FHC
1173
First Heartland Consultants
Missouri
$400K +$8.98K +210 +2%
KCM
1174
Kennicott Capital Management
California
$399K +$412K +9,638 New
CAP
1175
Columbia Advisory Partners
Washington
$398K -$7.01K -164 -2%

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.