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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
BOSSRA
1251
B.O.S.S. Retirement Advisors
Utah
$335K -$114K -2,658 -25%
LA
1252
Latitude Advisors
Florida
$334K -$7.78K -182 -2%
SC
1253
Savant Capital
Illinois
$332K +$64.1K +1,500 +23%
CA
1254
Calton & Associates
Florida
$331K -$10K -234 -3%
PCP
1255
Proficio Capital Partners
Massachusetts
$331K +$342K +8,000 New
IF
1256
Integrity Financial
Wyoming
$329K -$54.9K -1,284 -14%
DFG
1257
Delta Financial Group
New Jersey
$329K -$43.3K -1,012 -11%
GFP
1258
Gryphon Financial Partners
Ohio
$326K -$70.5K -1,650 -17%
RFA
1259
Resurgent Financial Advisors
Georgia
$324K
HIP
1260
HUB Investment Partners
Texas
$323K +$333K +7,792 New
ACP
1261
Arcus Capital Partners
Georgia
$323K +$3.42K +80 +1%
RBFC
1262
Roman Butler Fullerton & Co
Missouri
$322K -$321K -7,518 -50%
WFA
1263
Wells Financial Advisors
Massachusetts
$320K +$117K +2,740 +55%
CCG
1264
Cypress Capital Group
Florida
$318K +$92.4K +2,160 +39%
CAS
1265
Coppell Advisory Solutions
Texas
$318K +$107K +2,502 +48%
CASC
1266
Coppell Advisory Solutions Corp
Texas
$318K +$107K +2,502 +48%
FFA
1267
First Foundation Advisors
California
$316K -$71.7K -1,676 -18%
TCM
1268
Tuttle Capital Management
Connecticut
$316K
AGA
1269
Accuvest Global Advisors
Utah
$313K -$4.12M -96,474 -93%
PWM
1270
PBMares Wealth Management
Virginia
$312K -$59K -1,380 -15%
IWS
1271
Insight Wealth Strategies
California
$311K +$5.99K +140 +2%
NDSI
1272
Newman Dignan & Sheerar Inc
Rhode Island
$311K -$5.22K -122 -2%
TH
1273
TCTC Holdings
Texas
$311K +$4.28K +100 +1%
ES
1274
Eagle Strategies
New York
$309K -$941 -22 -0.3%
KHLMTHM
1275
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$305K

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.