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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 %
ASN
251
Advisory Services Network
Georgia
$9.01M 99,673 -3,141 -3%
FA
252
Fiducient Advisors
Illinois
$8.95M 99,068 +99,068 New
GHA
253
GW Henssler & Associates
Georgia
$8.95M 99,021 – –
EWA
254
Evolution Wealth Advisors
Florida
$8.82M 97,628 +1,327 +1%
VWA
255
Visionary Wealth Advisors
Illinois
$8.82M 97,554 -2,774 -3%
MOS
256
MGO One Seven
Ohio
$8.77M 97,072 +36,576 +60%
BS
257
Banco Santander
Spain
$8.71M 96,376 +67,242 +231%
KPWS
258
Kestra Private Wealth Services
Texas
$8.71M 96,337 +5,026 +6%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$8.68M 95,897 +66,672 +228%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$8.64M 95,596 -6,007 -6%
FA
261
Fagan Associates
New York
$8.55M 94,605 +1,728 +2%
SWP
262
Stratos Wealth Partners
Ohio
$8.5M 94,021 +3,083 +3%
Renaissance Technologies
263
Renaissance Technologies
New York
$8.48M 93,861 -545,500 -85%
WH
264
Whitcomb & Hess
Ohio
$8.46M 93,539 -116 -0.1%
NFC
265
Northeast Financial Consultants
Connecticut
$8.44M 93,371 +13,487 +17%
IWM
266
IHT Wealth Management
Illinois
$8.33M 92,160 -8,553 -8%
EWA
267
EP Wealth Advisors
California
$8.31M 91,923 +62,208 +209%
FFL
268
Financial Freedom LLC
Ohio
$8.29M 91,736 -1,175 -1%
BWM
269
Biltmore Wealth Management
Arizona
$8.29M 91,708 -8,971 -9%
CB
270
Commerce Bank
Missouri
$8.29M 91,677 +1,630 +2%
CIP
271
Capital Insight Partners
Arizona
$8.27M 91,536 +3,096 +4%
EFG
272
Ethos Financial Group
Pennsylvania
$8.2M 90,237 +11,708 +15%
FFN
273
Focus Financial Network
Minnesota
$8.2M 90,666 +14,017 +18%
SWA
274
Stratos Wealth Advisors
Ohio
$8.17M 90,346 -1,585 -2%
VC
275
Vestor Capital
Illinois
$8.15M 90,169 -1,389 -2%
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