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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.92%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Bank of America
2
Bank of America
North Carolina
$3.46B
3
Jane Street
3
Jane Street
New York
$129M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$108M
5
Fidelity International
5
Fidelity International
Bermuda
$134M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.5M
2
QFA
2
Quattro Financial Advisors
Texas
$875K
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$2.1M
4
Charles Schwab
4
Charles Schwab
California
$144M
5
UBS Group
5
UBS Group
Switzerland
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
351
Capital Advisors Wealth Management
Washington
$5.23M +$79.3K +946 +2%
AIM
352
Avanda Investment Management
Singapore
$5.21M +$5.21M +62,095 New
SPC
353
Sigma Planning Corp
Michigan
$5.2M -$7.76M -92,531 -60%
AIP
354
Almanack Investment Partners
Pennsylvania
$5.19M -$1.03M -12,249 -17%
AWM
355
Apollon Wealth Management
South Carolina
$5.16M -$554K -6,605 -10%
AAS
356
Asset Allocation Strategies
Michigan
$5.14M +$4.9M +58,436 +2,069%
VRM
357
Vectors Research Management
New York
$5.1M -$19.6M -44,871 -79%
PHS
358
Pekin Hardy Strauss
Illinois
$5.06M -$51.6K -615 -1%
PPWP
359
Proquility Private Wealth Partners
Nevada
$5.04M -$127K -1,515 -2%
HCM
360
HMS Capital Management
Tennessee
$5.02M -$39.4K -470 -0.8%
AIC
361
Ayalon Insurance Company
Israel
$5M – – –
PWAC
362
Private Wealth Advisors (California)
California
$4.96M -$209K -2,497 -4%
JIC
363
Johnson Investment Counsel
Ohio
$4.93M +$1.64M +19,614 +50%
TS
364
Tamar Securities
California
$4.91M -$99.4K -1,186 -2%
GVAG
365
Great Valley Advisor Group
Delaware
$4.88M -$2.09M -24,917 -30%
ZIG
366
Zurich Insurance Group
Switzerland
$4.87M -$794K -9,600 -14%
SCP
367
Silverleafe Capital Partners
Tennessee
$4.86M +$112K +1,338 +2%
SWC
368
Spectrum Wealth Counsel
Indiana
$4.81M +$4.81M +57,371 New
SFS
369
Solitude Financial Services
Virginia
$4.81M +$499K +5,952 +12%
CA
370
Cornerstone Advisors
North Carolina
$4.8M -$838K -10,000 -15%
WWM
371
Western Wealth Management
Colorado
$4.79M +$1.16M +13,845 +32%
WFI
372
West Family Investments
California
$4.78M – – –
KFGK
373
Keystone Financial Group (Kentucky)
Kentucky
$4.77M +$2.22M +26,512 +87%
SF
374
Synovus Financial
Georgia
$4.75M -$316K -3,771 -6%
Optiver Holding
375
Optiver Holding
Netherlands
$4.74M +$1.5M +17,936 +47%
13 14
15
16 17