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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
PFS
1226
Physicians Financial Services
North Carolina
$357K +$86 +2 +0%
CAM
1227
Campion Asset Management
Virginia
$357K +$368K +8,610 New
CBFP
1228
Cedar Brook Financial Partners
Ohio
$357K +$3.51K +82 +1%
CCM
1229
Ciovacco Capital Management
Georgia
$356K -$2.91M -68,146 -89%
WPWM
1230
Windward Private Wealth Management
Kansas
$355K -$6.41K -150 -2%
GDP
1231
Great Diamond Partners
Maine
$355K +$69.7K +1,630 +23%
SAG
1232
Spotlight Asset Group
Illinois
$354K +$348K +8,132 New
BHIC
1233
Bassett Hargrove Investment Counsel
Delaware
$352K
HCM
1234
Horrell Capital Management
Arkansas
$352K
IW
1235
Imprint Wealth
South Carolina
$351K +$364K +8,510 New
BWM
1236
BNC Wealth Management
Oregon
$350K -$228K -5,326 -39%
KIG
1237
Kowal Investment Group
Wisconsin
$350K +$29.3K +686 +9%
WC
1238
Waterloo Capital
Texas
$349K +$361K +8,438 New
BCV
1239
Banque Cantonale Vaudoise
Switzerland
$349K +$83.9K +1,962 +30%
NEPWA
1240
New England Private Wealth Advisors
Massachusetts
$348K -$52.7K -1,232 -13%
ARG
1241
Advisory Resource Group
Oklahoma
$346K +$1.11K +26 +0.3%
GA
1242
GFS Advisors
Texas
$345K
VCM
1243
Virtue Capital Management
Tennessee
$344K +$352K +8,244 New
JSW
1244
Journey Strategic Wealth
New Jersey
$343K -$470K -10,996 -57%
MCM
1245
MV Capital Management
Maryland
$340K +$2.91K +68 +0.8%
MIC
1246
Means Investment Company
Maine
$339K +$8.04K +188 +2%
MMEA
1247
Main Management ETF Advisors
California
$339K +$350K +8,180 New
CWP
1248
Cyndeo Wealth Partners
Florida
$336K -$57.7K -1,350 -14%
EP
1249
Edgestream Partners
New Jersey
$335K -$2.54M -59,350 -88%
IWM
1250
Iams Wealth Management
Nebraska
$335K +$135K +3,154 +63%

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.