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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
MP
1176
McDonald Partners
Ohio
$397K +$3.93K +92 +1%
CC
1177
Centiva Capital
New York
$396K -$249K -5,826 -38%
TAM
1178
Townsend Asset Management
North Carolina
$396K -$855 -20 -0.2%
PB
1179
Pinnacle Bancorp
Nebraska
$394K -$4.96K -116 -1%
KW
1180
KWB Wealth
California
$393K +$15.6K +364 +4%
PGAM
1181
Princeton Global Asset Management
New Jersey
$393K
SIMG
1182
Sonora Investment Management Group
Arizona
$392K +$117K +2,728 +40%
WG
1183
Welch Group
Alabama
$391K -$17.4K -406 -4%
HCM
1184
Hengehold Capital Management
Ohio
$391K -$86 -2 -0%
PP
1185
Patron Partners
Texas
$390K +$72.4K +1,694 +22%
LC
1186
LCNB Corp
Ohio
$389K
VP
1187
Verum Partners
North Carolina
$389K
MCM
1188
Magnolia Capital Management
New York
$388K +$28.2K +660 +8%
JGC
1189
J. Goldman & Co
New York
$388K -$2.32M -54,198 -85%
KFI
1190
Key Financial Inc
Pennsylvania
$387K
CMI
1191
Clare Market Investments
Texas
$384K -$13.8K -322 -3%
PFO
1192
Pathstone Family Office
New Jersey
$384K -$508K -11,886 -56%
PAM
1193
Private Asset Management
California
$383K +$35.3K +826 +10%
CPCM
1194
Cardinal Point Capital Management
Ontario, Canada
$383K +$396K +9,252 New
CPWMP
1195
Cardinal Point Wealth Management Partners
California
$383K +$396K +9,252 New
WP
1196
WMS Partners
Maryland
$383K +$395K +9,240 New
SIM
1197
Sterling Investment Management
Arizona
$382K -$23.6K -552 -6%
PG
1198
Patten Group
Tennessee
$381K +$86 +2 +0%
CFO
1199
Callan Family Office
Pennsylvania
$380K +$2.22K +52 +0.6%
SAM
1200
Seelaus Asset Management
New Jersey
$380K -$37.2K -870 -9%

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.