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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
RCM
1526
Raleigh Capital Management
North Carolina
$71.4K +$8.04K +188 +12%
CT
1527
Colonial Trust
South Carolina
$68.3K -$10.4K -244 -13%
Belvedere Trading
1528
Belvedere Trading
Illinois
$67.2K +$69.3K +1,622 New
CTA
1529
Colonial Trust Advisors
South Carolina
$64.2K +$4.36K +102 +7%
HWM
1530
HighMark Wealth Management
Minnesota
$64.2K +$86 +2 +0.1%
WWMSC
1531
Wagner Wealth Management (South Carolina)
South Carolina
$62K -$40.5K -948 -39%
BSB
1532
Bangor Savings Bank
Maine
$60.1K -$7.35K -172 -11%
BC
1533
Barrett & Company
Rhode Island
$59K -$20.2K -472 -25%
BCMLT
1534
Beacon Capital Management LLC (Tennessee)
Tennessee
$58.6K +$4.79K +112 +9%
SC
1535
Stephens Consulting
Michigan
$58.3K +$28K +654 +87%
BWL
1536
Bogart Wealth LLC
Virginia
$57.5K -$56.4K -1,318 -49%
EDRH
1537
Edmond de Rothschild Holding
Switzerland
$55.2K +$38.6K +902 +210%
WAM
1538
WFA Asset Management
Wisconsin
$55.1K +$599 +14 +1%
RWPA
1539
Richard W. Paul & Associates
Michigan
$54.1K +$599 +14 +1%
C
1540
Covestor
United Kingdom
$54K -$10.6K -248 -16%
TFP
1541
Tilia Fiduciary Partners
North Carolina
$53K +$86 +2 +0.2%
MIM
1542
MTM Investment Management
South Carolina
$50.8K +$428 +10 +0.8%
PPC
1543
Park Place Capital
Alabama
$50.4K -$1.11K -26 -2%
HCM
1544
Highlander Capital Management
New Jersey
$50K -$8.55K -200 -14%
MHR
1545
Matthew Hamilton Rosenberg
$49.4K +$5.9K +138 +13%
RA
1546
Resolute Advisors
California
$48.5K +$50.1K +1,172 New
FNBOSM
1547
First National Bank of South Miami
Florida
$48K
Kayne Anderson Rudnick Investment Management
1548
Kayne Anderson Rudnick Investment Management
California
$47.8K
HS
1549
Horan Securities
United States
$47.7K
BG
1550
Bollard Group
Massachusetts
$46K +$257 +6 +0.5%

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.