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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
OLA
1426
Oliver Luxxe Assets
New Jersey
$211K -$49.1K -1,148 -18%
OPCM
1427
Osborne Partners Capital Management
California
$210K -$95.3K -2,230 -31%
GI
1428
Gradient Investments
Minnesota
$209K +$37.2K +870 +21%
SHJ
1429
Sharkey, Howes & Javer
Colorado
$208K +$2.22K +52 +1%
AA
1430
Apriem Advisors
California
$208K -$17.1K -400 -7%
FGA
1431
Fortis Group Advisors
New Jersey
$208K +$209K +4,884 New
MWA
1432
Martel Wealth Advisors
Washington
$208K
AFA
1433
Alpha Financial Advisors
North Carolina
$208K +$214K +5,012 New
RMCM
1434
Reynders McVeigh Capital Management
Massachusetts
$207K -$120K -2,800 -36%
GLLW
1435
Graves Light Lenhart Wealth
Virginia
$206K +$213K +4,976 New
WPP
1436
Whalerock Point Partners
Rhode Island
$206K +$86 +2 +0%
CWM
1437
Curi Wealth Management
North Carolina
$206K -$6.16K -144 -3%
IDA
1438
Intelligence Driven Advisers
California
$205K -$145K -3,386 -42%
PAMG
1439
Patton Albertson Miller Group
Tennessee
$205K +$8.55K +200 +4%
OCPWS
1440
One Charles Private Wealth Services
Massachusetts
$204K -$17.3K -404 -8%
BW
1441
BIP Wealth
Georgia
$204K +$210K +4,922 New
AT
1442
Arden Trust
Delaware
$203K
RFG
1443
RFP Financial Group
Georgia
$203K -$7.61K -178 -4%
PWM
1444
Peterson Wealth Management
Nevada
$202K -$4.53K -106 -2%
CWA
1445
Clearview Wealth Advisors
Oregon
$197K -$52.8K -1,236 -21%
TCWA
1446
Ten Capital Wealth Advisors
Washington
$192K +$168K +3,936 +572%
JFGIW
1447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K +$17.1K +400 +9%
ADL
1448
Asset Dedication LLC
California
$190K -$1.54K -36 -0.8%
LFG
1449
Larson Financial Group
Missouri
$185K +$41.8K +978 +28%
NL
1450
NVWM LLC
Pennsylvania
$182K +$182K +4,250 +2,833%

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.