XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,611 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 575 increasing their positions, 726 reducing their positions, and 149 closing their positions.

Holders
1,611
Holders Change
-43
Holders Change %
-2.6%
% of All Funds
25.41%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
1.23%
New
124
Increased
575
Reduced
726
Closed
149
Calls
$3.73B
Puts
$5.95B
Net Calls
-$2.22B
Net Calls Change
+$1.31B

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$181M
2
PF
2
Phoenix Financial
Israel
$153M
3
Barclays
3
Barclays
United Kingdom
$450M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$97.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.29B

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Millennium Management
2
Millennium Management
New York
$11.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$514M
4
UBS Group
4
UBS Group
Switzerland
$705M
5
SGDR
5
SPX Gestao de Recursos
Brazil
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NL
351
NWAM LLC
Washington
$4.26M 52,432 -2,304 -4%
GWSG
352
GPS Wealth Strategies Group
Colorado
$4.25M 52,412 -12,238 -19%
GRP
353
Global Retirement Partners
California
$4.24M 52,205 -4,099 -7%
BWM
354
BigSur Wealth Management
Florida
$4.23M 52,165 -3,100 -6%
IFPG
355
Intrepid Financial Planning Group
Indiana
$4.22M 51,997 -2,926 -5%
HHRDM
356
H&H Retirement Design & Management
Nevada
$4.2M 50,240 -557 -1%
PWS
357
Peterson Wealth Services
Utah
$4.18M 51,548 -34,853 -40%
EP
358
Eudaimonia Partners
Tennessee
$4.18M 51,440 -15,766 -23%
APW
359
Atlantic Private Wealth
North Carolina
$4.16M 51,233 -2,026 -4%
SAM
360
Silphium Asset Management
United Kingdom
$4.14M 51,000 +51,000 New
AWP
361
Ascent Wealth Partners
New York
$4.1M 52,467 +887 +2%
DAS
362
Dynamic Advisor Solutions
Arizona
$4.1M 50,487 +201 +0.4%
RMC
363
Regis Management Company
California
$4.1M 50,456 -1,887 -4%
VRM
364
Vectors Research Management
New York
$4.08M 50,317 -17,218 -25%
IAMOG
365
Investors Asset Management of Georgia
Georgia
$4.08M 50,217 +5,221 +12%
NSAM
366
North Star Asset Management
Wisconsin
$4.06M 50,017 -1,977 -4%
SL
367
Salomon & Ludwin
Virginia
$4.03M 49,673 +3,024 +6%
SCA
368
Stillwater Capital Advisors
Pennsylvania
$4.03M 49,610 +493 +1%
BFG
369
Bleakley Financial Group
New Jersey
$4.01M 49,426 -1,619 -3%
MTC
370
Matrix Trust Company
Colorado
$3.99M 49,192 +2,038 +4%
KI
371
Kapitalo Investimentos
Brazil
$3.98M 48,986 -714 -1%
RC
372
Roundview Capital
New Jersey
$3.96M 48,827 +3,224 +7%
HBWM
373
Hollow Brook Wealth Management
New York
$3.94M 48,572 +16,095 +50%
CFGS
374
Concourse Financial Group Securities
Alabama
$3.94M 48,500 +232 +0.5%
RFC
375
Regions Financial Corp
Alabama
$3.92M 48,296 -5,976 -11%
13 14
15
16 17