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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
PMAM
1276
Picton Mahoney Asset Management
Ontario, Canada
$304K
CDH
1277
Charles D. Hyman
$303K +$313K +7,322 New
AIM
1278
AHL Investment Management
Florida
$303K
HW
1279
Hamilton Wealth
California
$302K -$388K -9,074 -55%
SMA
1280
Sage Mountain Advisors
Georgia
$300K
OIA
1281
Optimum Investment Advisors
Illinois
$298K +$76.4K +1,786 +33%
WSC
1282
Wellington Shields & Co
New York
$297K +$162K +3,800 +112%
COCM
1283
Charter Oak Capital Management
New Hampshire
$297K +$307K +7,174 New
FCB
1284
First Command Bank
Texas
$297K +$19.6K +458 +7%
FCFS
1285
First Command Financial Services
Texas
$297K +$19.6K +458 +7%
PWP
1286
Pursue Wealth Partners
California
$297K +$307K +7,170 New
HIP
1287
Harrell Investment Partners
Texas
$296K -$40.8K -954 -12%
PMA
1288
Prudent Man Advisors
Illinois
$294K
RCA
1289
Ranch Capital Advisors
Florida
$294K +$303K +7,094 New
WE
1290
Wealth Effects
Massachusetts
$292K -$154K -3,594 -34%
LFA
1291
Laraway Financial Advisors
Minnesota
$292K +$8.81K +206 +3%
SFG
1292
Sovereign Financial Group
Connecticut
$292K -$43.1K -1,008 -13%
SCG
1293
Sonata Capital Group
Washington
$291K +$2.82K +66 +0.9%
SP
1294
Successful Portfolios
Florida
$291K -$210K -4,920 -41%
LWM
1295
Lodestone Wealth Management
Washington
$290K +$3.68K +86 +1%
BKA
1296
Brick & Kyle Associates
Pennsylvania
$289K +$4.96K +116 +2%
CCFM
1297
Clear Creek Financial Management
Washington
$288K -$36.8K -860 -11%
PFA
1298
Peak Financial Advisors
Colorado
$288K -$1.08M -25,244 -78%
RWMG
1299
Redwood Wealth Management Group
New Jersey
$288K -$2.22K -52 -0.7%
LA
1300
Lifeworks Advisors
Michigan
$287K +$296K +6,918 New

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.