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
CCA
1351
Column Capital Advisors
Indiana
$251K
EIA
1352
Eldridge Investment Advisors
New Hampshire
$251K +$2.99K +70 +1%
CS
1353
Capital Square
Tennessee
$251K -$46K -1,076 -15%
CSWM
1354
Cassady Schiller Wealth Management
Ohio
$250K -$390K -9,130 -60%
APA
1355
Astoria Portfolio Advisors
New York
$250K -$4.19K -98 -2%
LRIA
1356
Leonard Rickey Investment Advisors
Washington
$250K -$28.6K -668 -10%
CFG
1357
Carr Financial Group
Massachusetts
$250K -$151K -3,532 -37%
CA
1358
CGN Advisors
Kansas
$249K -$11.6K -272 -4%
EE
1359
EWG Elevate
California
$249K +$10.7K +250 +4%
DACS
1360
Dymon Asia Capital (Singapore)
Singapore
$248K -$1.22M -28,500 -83%
BPWM
1361
Badgley Phelps Wealth Managers
Washington
$248K -$17.1K -400 -6%
DAM
1362
Deltec Asset Management
New York
$248K
EVM
1363
Evelyn V. Moreno
$248K
CFO
1364
Colony Family Offices
North Carolina
$248K +$257K +6,000 New
EWM
1365
Evermay Wealth Management
Virginia
$248K +$22.3K +522 +10%
NCM
1366
Noesis Capital Mangement
Florida
$248K -$30.3K -708 -11%
TAM
1367
TCP Asset Management
Ohio
$246K +$18.1K +424 +8%
BFO
1368
Boston Family Office
Massachusetts
$246K
Financial Engines Advisors
1369
Financial Engines Advisors
California
$246K +$254K +5,934 New
VWA
1370
V Wealth Advisors
Kansas
$245K -$22.1K -516 -8%
CFCI
1371
Comprehensive Financial Consultants Institutional
Indiana
$245K -$347K -8,114 -58%
FWA
1372
FSM Wealth Advisors
Ohio
$243K +$251K +5,878 New
ACG
1373
Allen Capital Group
Nebraska
$243K +$251K +5,870 New
MPW
1374
Monterey Private Wealth
California
$243K +$5.64K +132 +2%
CWP
1375
Core Wealth Partners
California
$243K +$250K +5,858 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.