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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,703 hedge funds and large institutions have $22.6B invested in Energy Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 691 increasing their positions, 601 reducing their positions, and 98 closing their positions.

Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.16%
Holding in Top 10
107
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+37.18%
% of All Funds
1.71%
New
210
Increased
691
Reduced
601
Closed
98
Calls
$5.53B
Puts
$9.78B
Net Calls
-$4.25B
Net Calls Change
-$2.03B

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$332M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$729M
3
UBS Group
3
UBS Group
Switzerland
$904M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$111M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$220M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$280M
2
PF
2
Phoenix Financial
Israel
$8.05M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$106M
4
Bank of America
4
Bank of America
North Carolina
$3.59B
5
Wells Fargo
5
Wells Fargo
California
$907M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
226
Accurate Wealth Management
Florida
$10.4M 114,455 +108,062 +1,690%
MS
227
Maven Securities
Jersey
$10.3M 113,744 +69,231 +156%
IA
228
IFP Advisors
Florida
$10.3M 113,599 -17,852 -14%
GL
229
Graypoint LLC
New York
$10.3M 113,522 -2,174 -2%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$10.3M 113,429 +11,231 +11%
FAIM
231
Financial Advocates Investment Management
Washington
$10.2M 110,310 -17,104 -13%
FG
232
Fiduciary Group
Georgia
$10.2M 112,924 +596 +0.5%
FTS
233
Fifth Third Securities
Ohio
$10.1M 112,073 +24,825 +28%
PIN
234
Prudent Investors Network
California
$10.1M 111,769 +5,918 +6%
OAM
235
Oppenheimer Asset Management
New York
$10.1M 111,712 +35,801 +47%
CCA
236
Cadent Capital Advisors
Oklahoma
$10M 110,923 -5,210 -4%
RAM
237
Riggs Asset Management
Pennsylvania
$9.97M 110,248 +822 +0.8%
TCM
238
Thomist Capital Management
Texas
$9.94M 110,000 +30,000 +38%
NW
239
NewEdge Wealth
Pennsylvania
$9.78M 108,144 +3,787 +4%
SFS
240
Sowell Financial Services
Arkansas
$9.67M 107,030 +4,358 +4%
BAAM
241
Baker Avenue Asset Management
California
$9.56M 105,793 +19,569 +23%
PFS
242
Prospera Financial Services
Texas
$9.45M 104,524 +28,415 +37%
GM
243
GeoWealth Management
Illinois
$9.43M 104,358 +82,282 +373%
SA
244
Scarborough Advisors
Maryland
$9.42M 104,237 +3,913 +4%
I
245
INVST
Indiana
$9.4M 104,039 +104,039 New
LWM
246
Lyell Wealth Management
California
$9.39M 103,929 +2,866 +3%
WAOI
247
Wealth Advisors of Iowa
Iowa
$9.15M 101,268 +76,438 +308%
FIA
248
Foundations Investment Advisors
Arizona
$9.04M 100,061 +73,096 +271%
M
249
Murchinson
Ontario, Canada
$9.04M 100,000 +100,000 New
BFM
250
Boothbay Fund Management
New York
$9.04M 100,000 +100,000 New
8 9
10
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