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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
WDL
1401
Well Done LLC
Michigan
$227K
AGA
1402
Arkos Global Advisors
Texas
$227K -$139K -3,262 -37%
CFO
1403
CVA Family Office
Colorado
$226K -$25.7K -600 -10%
AG
1404
Ascent Group
Virginia
$225K -$267K -6,250 -53%
ZIM
1405
Zacks Investment Management
Illinois
$224K +$232K +5,416 New
EWP
1406
Engrave Wealth Partners
Texas
$220K -$843K -19,726 -79%
AWA
1407
Aaron Wealth Advisors
Illinois
$220K -$112K -2,616 -33%
DWA
1408
Douglass Winthrop Advisors
New York
$219K
WFA
1409
Wellspring Financial Advisors
Ohio
$219K +$20.1K +470 +10%
BCWM
1410
Bartlett & Co Wealth Management
Ohio
$218K -$19.4K -454 -8%
BC
1411
Bartlett & Co
Ohio
$218K -$19.4K -454 -8%
IA
1412
IAM Advisory
Pennsylvania
$217K -$113K -2,636 -33%
TW
1413
TrinityPoint Wealth
Connecticut
$217K +$224K +5,238 New
NAS
1414
Nicolet Advisory Services
Wisconsin
$217K -$20.7K -484 -9%
CD
1415
Chapin Davis
Maryland
$217K +$20.2K +472 +10%
WA
1416
Wealth Alliance
New York
$215K +$20.4K +478 +10%
MA
1417
MCF Advisors
Kentucky
$215K +$9.15K +214 +4%
VWM
1418
Valley Wealth Managers
New Jersey
$215K -$28.2K -660 -11%
PFC
1419
Phocas Financial Corp
California
$215K -$402K -9,400 -64%
KJHP
1420
K.J. Harrison & Partners
Ontario, Canada
$215K +$17.3K +404 +8%
PCFFS
1421
Pacific Center for Financial Services
California
$215K +$221K +5,180 New
SL
1422
Sentinus LLC
Illinois
$213K +$220K +5,140 New
RWP
1423
Revolve Wealth Partners
New Jersey
$212K -$7.78K -182 -3%
VBFP
1424
Valtinson Bruner Financial Planning
Minnesota
$211K +$1.8K +42 +0.8%
PCM
1425
Palisade Capital Management
New Jersey
$211K -$17.1K -400 -7%

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.