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State Street Energy Select Sector SPDR ETF

1,782 hedge funds and large institutions have $20.3B invested in State Street Energy Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 683 increasing their positions, 673 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 158

4% more funds holding

Funds holding: 1,7121,782 (+70)

1% more repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 673

4.8% less ownership

Funds ownership: 116.74%111.94% (-4.8%)

10% less capital invested

Capital invested by funds: $22.7B → $20.3B (-$2.35B)

20% less funds holding in top 10

Funds holding in top 10: 10987 (-22)

47% less call options, than puts

Call options by funds: $4.4B | Put options by funds: $8.32B

Holders
1,782
Holders Change
+70
Holders Change %
+4.09%
% of All Funds
25.94%
Holding in Top 10
87
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-20.18%
% of All Funds
1.27%
New
252
Increased
683
Reduced
673
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

XLE Hedge Fund Activity: Q4 2023 in Review

1,782 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2023, worth a combined $20.3B — down 10% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new XLE positions and 158 closed out — a net gain of 94 holders — while 683 added to existing stakes and 673 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Bank of Montreal, cutting an estimated $230M.

  • 1,782 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2023, up from 1,712 in Q3 2023.
  • Funds reported $20.3B of State Street Energy Select Sector SPDR ETF stock for Q4 2023, down 10% quarter-over-quarter.
  • 252 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2023 and 158 closed out, a net change of +94 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2023 was Bank of America, an estimated $134M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2023 was Bank of Montreal, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2023.