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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
HH
1376
HWG Holdings
Texas
$242K -$54K -1,264 -18%
CCG
1377
Coastwise Capital Group
California
$241K +$41.5K +970 +20%
FNT
1378
First Nebraska Trust
Nebraska
$240K +$30K +702 +14%
WWG
1379
West Wealth Group
California
$240K -$1.07M -24,994 -81%
SSG
1380
Summit Securities Group
New York
$240K -$3.39M -79,200 -93%
BWM
1381
BCS Wealth Management
Tennessee
$240K +$21.4K +500 +9%
JF
1382
JSF Financial
California
$239K -$471K -11,016 -66%
CWM
1383
Concentric Wealth Management
California
$238K -$171 -4 -0.1%
AMIM
1384
Aull & Monroe Investment Management
Alabama
$236K
AWC
1385
Adamsbrown Wealth Consultants
Kansas
$236K +$6.07K +142 +3%
BBW
1386
Blue Barn Wealth
Utah
$236K +$86 +2 +0%
MA
1387
MKT Advisors
California
$233K -$22.2K -520 -9%
AFG
1388
Atomi Financial Group
New York
$233K +$241K +5,630 New
VHAM
1389
Van Hulzen Asset Management
California
$233K -$29.9K -700 -11%
FP
1390
Financial Perspectives
Minnesota
$232K +$2.31K +54 +1%
CFP
1391
Curran Financial Partners
South Carolina
$232K -$58.7K -1,372 -20%
ISWM
1392
Independent Solutions Wealth Management
New York
$232K
CWM
1393
Concentrum Wealth Management
California
$231K
AIM
1394
Anchor Investment Management
South Carolina
$231K -$8.55K -200 -3%
CWM
1395
Connecticut Wealth Management
Connecticut
$231K +$238K +5,572 New
AFP
1396
Alpha Financial Partners
Kentucky
$230K -$1.22M -28,628 -84%
DCM
1397
Dimension Capital Management
Florida
$230K -$43.7K -1,022 -16%
CWM
1398
Circle Wealth Management
New Jersey
$229K +$1.71K +40 +0.7%
AC
1399
Anson Capital
Georgia
$229K -$128K -3,002 -35%
WBG
1400
Wharton Business Group
Pennsylvania
$228K

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.