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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 %
PA
276
PFG Advisors
Arizona
$8.06M 89,141 +14,310 +19%
PF
277
Phoenix Financial
Israel
$8.05M 88,978 -1,790,652 -95%
WA
278
WBH Advisory
Maryland
$8.04M 88,966 -1,336 -1%
ECM
279
Evergreen Capital Management
Washington
$7.99M 88,448 +6,547 +8%
TNB
280
Thomasville National Bank
Georgia
$7.86M 86,920 -2,378 -3%
UF
281
Univest Financial
Pennsylvania
$7.83M 86,628 -28,456 -25%
SCM
282
SOL Capital Management
Maryland
$7.73M 85,565 -2,735 -3%
AI
283
Atria Investments
North Carolina
$7.7M 85,146 +4,725 +6%
BHWM
284
Bar Harbor Wealth Management
New Hampshire
$7.68M 85,005 +10 +0%
OBWG
285
Onyx Bridge Wealth Group
New York
$7.66M 84,697 -15,175 -15%
PA
286
Pinnacle Associates
New York
$7.56M 83,611 -2,138 -2%
VIA
287
Vickerman Investment Advisors
Washington
$7.53M 83,255 -488 -0.6%
GVAG
288
Great Valley Advisor Group
Delaware
$7.51M 83,115 -2,587 -3%
GRP
289
Global Retirement Partners
California
$7.51M 87,579 +35,374 +68%
PIA
290
Perennial Investment Advisors
California
$7.5M 82,919 +135 +0.2%
Vontobel Holding
291
Vontobel Holding
Switzerland
$7.47M 82,636 -18,997 -19%
TFA
292
Toth Financial Advisory
Virginia
$7.45M 82,429 +6,789 +9%
GT
293
Glenmede Trust
Pennsylvania
$7.3M 80,714 +211 +0.3%
TBC
294
Ted Buchan & Co
California
$7.25M 80,257 -1,797 -2%
BAM
295
Belpointe Asset Management
Nevada
$7.16M 79,168 +47,311 +149%
WS
296
Wedbush Securities
California
$7.13M 78,827 -1,640 -2%
WIM
297
Warwick Investment Management
Texas
$7.01M 77,575 – –
CWM
298
Cadence Wealth Management
Massachusetts
$6.93M 76,639 +100 +0.1%
BL
299
Balentine LLC
Georgia
$6.87M 76,023 -2,175 -3%
M&T Bank
300
M&T Bank
New York
$6.81M 75,298 -3,748 -5%
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