XLE icon

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 %
AIC
351
Ayalon Insurance Company
Israel
$5.39M 59,644 – –
WANY
352
Wealthspire Advisors (New York)
New York
$5.38M 59,513 -19,601 -25%
PFA
353
Peak Financial Advisors
Colorado
$5.25M 58,068 +53,333 +1,126%
AWA
354
Arkadios Wealth Advisors
Georgia
$5.22M 57,776 +42,766 +285%
CF
355
Centaurus Financial
California
$5.22M 57,768 +3,778 +7%
GLA
356
Great Lakes Advisors
Illinois
$5.19M 57,399 -168 -0.3%
WFI
357
West Family Investments
California
$5.15M 57,000 – –
HI
358
Harbour Investments
Wisconsin
$5.13M 56,774 +10,263 +22%
SCP
359
Silverleafe Capital Partners
Tennessee
$5.12M 56,638 +892 +2%
MHS
360
M Holdings Securities
Oregon
$5.11M 56,559 +56,559 New
Allianz Asset Management
361
Allianz Asset Management
Germany
$5.11M 56,500 +56,500 New
BWM
362
BigSur Wealth Management
Florida
$5.1M 56,440 +4,275 +8%
ABC
363
Associated Banc-Corp
Wisconsin
$5.09M 56,272 -51 -0.1%
IWP
364
Innova Wealth Partners
Pennsylvania
$5.08M 56,237 +56,237 New
TGAM
365
TBH Global Asset Management
Tennessee
$5.04M 55,794 -2,582 -4%
JGC
366
J. Goldman & Co
New York
$5.01M 55,433 -45,322 -45%
AF
367
Ally Financial
Michigan
$4.97M 55,000 +55,000 New
Bank Julius Baer & Co
368
Bank Julius Baer & Co
Switzerland
$4.95M 54,787 +33,984 +163%
GCA
369
Genesee Capital Advisors
New York
$4.92M 54,417 -13,147 -19%
MA
370
Mutual Advisors
Nebraska
$4.91M 54,373 -58,991 -52%
VLC
371
Van Leeuwen & Company
New Jersey
$4.91M 54,323 -920 -2%
Envestnet Portfolio Solutions
372
Envestnet Portfolio Solutions
Illinois
$4.9M 54,209 +54,209 New
AWP
373
Ascent Wealth Partners
New York
$4.9M 54,186 +1,719 +3%
JWCA
374
J.W. Cole Advisors
Florida
$4.89M 54,104 -3,926 -7%
CC
375
Courier Capital
New York
$4.89M 54,085 +5,961 +12%
13 14
15
16 17