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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

812 hedge funds and large institutions have $5.74B invested in Energy Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 288 increasing their positions, 271 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+68
Holders Change %
+9.14%
% of All Funds
16.69%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.39%
New
183
Increased
288
Reduced
271
Closed
108
Calls
$2.05B
Puts
$2.05B
Net Calls
-$135K
Net Calls Change
-$76.6M

Top Buyers

1
Barclays
Barclays
United Kingdom
$306M
2
PPFA
Provida Pension Fund Administrator
Chile
$145M
3
PP
Paloma Partners
Connecticut
$72.7M
4
Jane Street
Jane Street
New York
$196M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$69.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$290M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.4M
3
Bank of America
Bank of America
North Carolina
$861M
4
Bessemer Group
Bessemer Group
New Jersey
$288K
5
Wealthfront Advisers
Wealthfront Advisers
California
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
351
M&T Bank
New York
$722K -$1.22M -32,114 -63%
PFA
352
Pettinga Financial Advisors
Indiana
$715K -$45K -1,190 -6%
F
353
F3Logic
Minnesota
$715K +$715K +18,878 New
DI
354
DFPG Investments
Utah
$714K +$714K +19,678 New
TCPWM
355
Traverso Chambers Private Wealth Management
California
$709K +$126K +3,328 +22%
AFM
356
Andesa Financial Management
Pennsylvania
$706K +$210K +5,540 +42%
SS
357
Sunbelt Securities
Texas
$705K -$69.4K -1,834 -9%
VWA
358
V Wealth Advisors
Kansas
$705K +$356K +9,412 +102%
CFGS
359
Concourse Financial Group Securities
Alabama
$690K +$240K +6,336 +53%
CWA
360
Clarus Wealth Advisors
Arizona
$685K -$86.5K -2,385 -11%
IWC
361
Integrated Wealth Concepts
Massachusetts
$685K +$126K +3,318 +22%
PWLP
362
Prio Wealth Limited Partnership
Massachusetts
$684K – – –
SFS
363
Sowell Financial Services
Arkansas
$683K -$146K -3,867 -18%
LWAC
364
Laurel Wealth Advisors (California)
California
$682K +$227K +5,994 +50%
CS
365
Cannell & Spears
New York
$681K +$681K +18,000 New
NCM
366
Nelson Capital Management
California
$679K -$1.73M -45,780 -72%
6M
367
6 Meridian
Kansas
$674K -$50.7K -1,338 -7%
EDRH
368
Edmond de Rothschild Holding
Switzerland
$672K +$596K +15,750 +788%
KA
369
Kovack Advisors
Florida
$671K +$191K +5,047 +40%
BFEC
370
Benjamin F. Edwards & Company
Missouri
$670K +$349K +9,229 +109%
CCM
371
Cribstone Capital Management
Maine
$665K -$145K -3,830 -18%
EW
372
Evoke Wealth
California
$664K +$408K +10,790 +160%
SDAM
373
Shulman DeMeo Asset Management
New York
$660K -$21.8K -576 -3%
CB
374
Commerce Bank
Missouri
$654K -$692K -18,275 -51%
WS
375
Wedbush Securities
California
$654K +$94.4K +2,495 +17%
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