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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

825 hedge funds and large institutions have $10.9B invested in Energy Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 326 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
-24
Holders Change %
-2.83%
% of All Funds
18.94%
Holding in Top 10
48
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.64%
% of All Funds
1.1%
New
102
Increased
297
Reduced
326
Closed
118
Calls
$1.73B
Puts
$1.77B
Net Calls
-$39.7M
Net Calls Change
-$242M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.44B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1,000M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$148M
4
SPC
4
Slate Path Capital
New York
$101M
5
Goldman Sachs
5
Goldman Sachs
New York
$343M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$328M
2
CS
2
Credit Suisse
Switzerland
$48.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$159M
4
AAM
4
Alphadyne Asset Management
New York
$0
5
Creative Planning
5
Creative Planning
Kansas
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
CICI
276
Capital Investment Counsel Inc
North Carolina
$1.73M -$93.4K -1,385 -5%
AssetMark Inc
277
AssetMark Inc
California
$1.73M -$113K -1,670 -6%
AFS
278
Access Financial Services
Minnesota
$1.72M +$78.5K +1,164 +5%
NEPWA
279
New England Private Wealth Advisors
Massachusetts
$1.72M -$13.4K -199 -0.8%
IFWM
280
Institute for Wealth Management
Colorado
$1.7M -$62K -847 -4%
PA
281
Pinnacle Associates
New York
$1.69M +$516K +7,652 +44%
UAS
282
United Asset Strategies
New York
$1.66M -$1.55M -22,998 -48%
CT
283
CPF Texas
Texas
$1.66M +$1.66M +24,546 New
LNB
284
Ledyard National Bank
$1.65M +$221K +3,280 +16%
HCIA
285
Hochman Cole Investment Advisors
Illinois
$1.63M -$288K -4,268 -15%
11A
286
10-15 Associates
New York
$1.63M +$38.4K +570 +2%
TNAM
287
Terra Nova Asset Management
New York
$1.63M -$19.9K -295 -1%
WIC
288
Woodmont Investment Counsel
Tennessee
$1.63M +$368K +5,465 +29%
SAM
289
Silvercrest Asset Management
New York
$1.63M -$21.5K -319 -1%
WSCM
290
Wellington Shields Capital Management
New York
$1.63M +$587K +8,709 +56%
DCM
291
Donaldson Capital Management
Indiana
$1.55M +$1.1M +16,343 +244%
GA
292
GFS Advisors
Texas
$1.55M +$518K +7,680 +50%
DC
293
Davenport & Co
Virginia
$1.51M -$117K -1,743 -7%
BPCA
294
Bank Pictet & Cie (Asia)
Singapore
$1.5M -$290K -4,305 -16%
WCM
295
Windsor Capital Management
Arizona
$1.49M -$151K -2,247 -9%
SFWA
296
Summit Financial Wealth Advisors
Louisiana
$1.48M +$1.48M +21,917 New
GFPC
297
Global Financial Private Capital
Florida
$1.47M -$23.7K -352 -2%
IA
298
IFG Advisory
Georgia
$1.45M +$56.7K +842 +4%
CMBA
299
C.M. Bidwell & Associates
Hawaii
$1.44M +$111K +1,653 +8%
SCA
300
Sage Capital Advisors
South Dakota
$1.43M +$23.1K +343 +2%
10 11
12
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