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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.92%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Bank of America
2
Bank of America
North Carolina
$3.46B
3
Jane Street
3
Jane Street
New York
$129M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$108M
5
Fidelity International
5
Fidelity International
Bermuda
$134M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.5M
2
QFA
2
Quattro Financial Advisors
Texas
$875K
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$2.1M
4
Charles Schwab
4
Charles Schwab
California
$144M
5
UBS Group
5
UBS Group
Switzerland
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
CIP
251
Capital Insight Partners
Arizona
$7.95M 94,878 +3,342 +4%
FA
252
Fagan Associates
New York
$7.94M 94,727 +122 +0.1%
CW
253
Connectus Wealth
Ohio
$7.91M 94,314 -39,929 -30%
SCM
254
Steele Capital Management
Iowa
$7.89M 94,114 +94,114 New
FCG
255
Fielder Capital Group
Tennessee
$7.87M 93,923 +93,923 New
WH
256
Whitcomb & Hess
Ohio
$7.87M 93,812 +273 +0.3%
EFG
257
Ethos Financial Group
Pennsylvania
$7.82M 93,254 +3,017 +3%
EWA
258
EP Wealth Advisors
California
$7.77M 92,685 +762 +0.8%
GMFG
259
Greater Midwest Financial Group
Minnesota
$7.73M 92,150 +92,150 New
PA
260
PFG Advisors
Arizona
$7.67M 91,453 +2,312 +3%
CI
261
Cavalier Investments
Georgia
$7.62M 90,829 -38,448 -30%
VC
262
Vestor Capital
Illinois
$7.56M 90,224 +55 +0.1%
GT
263
Glenmede Trust
Pennsylvania
$7.56M 90,151 +9,437 +12%
BWM
264
Biltmore Wealth Management
Arizona
$7.55M 90,030 -1,678 -2%
ORAM
265
One River Asset Management
Connecticut
$7.55M 90,020 +85,203 +1,769%
MPM
266
MBB Public Markets
Illinois
$7.55M 90,000 -51,500 -36%
PFS
267
Prospera Financial Services
Texas
$7.54M 89,983 -14,541 -14%
FTS
268
Fifth Third Securities
Ohio
$7.54M 89,915 -22,158 -20%
ECM
269
Evergreen Capital Management
Washington
$7.45M 88,883 +435 +0.5%
UF
270
Univest Financial
Pennsylvania
$7.44M 88,787 +2,159 +2%
WAS
271
WESPAC Advisors SoCal
California
$7.44M 88,768 +52,090 +142%
Vontobel Holding
272
Vontobel Holding
Switzerland
$7.44M 88,701 +6,065 +7%
GB
273
Gunma Bank
Japan
$7.38M 88,000 +56,000 +175%
MA
274
Mutual Advisors
Nebraska
$7.34M 87,500 +33,127 +61%
FFL
275
Financial Freedom LLC
Ohio
$7.3M 87,060 -4,676 -5%
9 10
11
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