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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,551 hedge funds and large institutions have $19.8B invested in Energy Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 631 increasing their positions, 616 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.82%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.97%
New
124
Increased
631
Reduced
616
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.72B
2
UBS Group
2
UBS Group
Switzerland
$950M
3
Bank of America
3
Bank of America
North Carolina
$3.37B
4
SGDR
4
SPX Gestao de Recursos
Brazil
$247M
5
Wells Fargo
5
Wells Fargo
California
$775M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$26M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$51.3M
3
Barclays
3
Barclays
United Kingdom
$160M
4
SAM
4
Strategic Asset Management
Minnesota
$106K
5
SC
5
Sculptor Capital
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
226
Balentine LLC
Georgia
$7.89M -$66M -916,128 -89%
KIM
227
Karpus Investment Management
New York
$7.76M +$1.91M +26,585 +33%
MAM
228
Madison Asset Management
Wisconsin
$7.74M +$7.74M +107,441 New
NC
229
NewSquare Capital
Pennsylvania
$7.71M +$6.48K +90 +0.1%
JWCA
230
J.W. Cole Advisors
Florida
$7.69M +$1.35M +18,810 +21%
MIAN
231
Mariner Independent Advisor Network
Kansas
$7.6M -$174K -2,414 -2%
TWC
232
TD Waterhouse Canada
Ontario, Canada
$7.57M -$70.9K -893 -0.9%
CF
233
Clarity Financial
Texas
$7.48M +$3.04M +42,248 +69%
FWP
234
Falcon Wealth Planning
California
$7.45M -$199K -2,760 -3%
GL
235
Graypoint LLC
New York
$7.4M -$11.3K -157 -0.2%
DADC
236
D.A. Davidson & Co
Montana
$7.4M -$536K -7,446 -7%
WWM
237
Western Wealth Management
Colorado
$7.39M -$2.62M -36,316 -26%
CIA
238
Capital Investment Advisors
Georgia
$7.36M +$366K +5,084 +5%
SAMC
239
Spectrum Asset Management (California)
California
$7.35M +$111K +1,543 +2%
GHA
240
GW Henssler & Associates
Georgia
$7.31M -$106K -1,475 -1%
NAM
241
NTV Asset Management
West Virginia
$7.31M -$137K -1,900 -2%
Vontobel Holding
242
Vontobel Holding
Switzerland
$7.29M +$60.1K +835 +0.8%
LAM
243
LifePro Asset Management
California
$7.29M +$6.67M +92,672 +1,091%
BCM
244
Beaumont Capital Management
Massachusetts
$7.26M -$8.61M -119,500 -54%
SCM
245
SOL Capital Management
Maryland
$7.25M -$122K -1,694 -2%
FIA
246
Foundations Investment Advisors
Arizona
$7.22M +$1.45M +20,163 +25%
SFM
247
Soros Fund Management
New York
$7.2M +$7.2M +100,000 New
SWM
248
Spire Wealth Management
Virginia
$7.16M -$2.76M -38,352 -28%
AWE
249
Avidian Wealth Enterprises
Texas
$7.13M -$8.45M -117,251 -54%
National Bank of Canada
250
National Bank of Canada
Quebec, Canada
$7.13M -$440K -6,121 -6%
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