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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,551 hedge funds and large institutions have $19.8B invested in Energy Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 631 increasing their positions, 616 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.82%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.97%
New
124
Increased
631
Reduced
616
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.72B
2
UBS Group
2
UBS Group
Switzerland
$950M
3
Bank of America
3
Bank of America
North Carolina
$3.37B
4
SGDR
4
SPX Gestao de Recursos
Brazil
$247M
5
Wells Fargo
5
Wells Fargo
California
$775M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$26M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$51.3M
3
Barclays
3
Barclays
United Kingdom
$160M
4
SAM
4
Strategic Asset Management
Minnesota
$106K
5
SC
5
Sculptor Capital
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
376
Focused Wealth Management
New York
$4.08M +$38.2K +531 +0.9%
NSLI
377
Nan Shan Life Insurance
Taiwan
$4.08M +$4.08M +56,600 New
CIP
378
Capital Insight Partners
Arizona
$4.05M -$670K -9,305 -14%
FNT
379
First National Trust
Pennsylvania
$4.04M -$259K -3,602 -6%
LRWA
380
Long Run Wealth Advisors
New York
$4.04M +$81.8K +1,136 +2%
WPW
381
Waldron Private Wealth
Pennsylvania
$4.03M -$33.8K -470 -0.8%
KWMG
382
King Wealth Management Group
Florida
$4.02M +$160K +2,216 +4%
IWMWV
383
Ironwood Wealth Management (West Virginia)
West Virginia
$4.01M -$16.5K -202 -0.4%
SFA
384
Sequoia Financial Advisors
Ohio
$3.99M -$387K -5,379 -9%
VA
385
Valmark Advisers
Ohio
$3.97M +$252K +3,505 +7%
ABC
386
Associated Banc-Corp
Wisconsin
$3.97M +$49K +681 +1%
AIC
387
Ayalon Insurance Company
Israel
$3.97M -$965K -13,400 -20%
SWA
388
Stratos Wealth Advisors
Ohio
$3.94M -$1.75M -24,277 -31%
SB
389
Strategic Blueprint
Georgia
$3.9M -$1.4M -19,498 -26%
ML
390
McAdam LLC
Pennsylvania
$3.88M +$286K +3,974 +8%
VST
391
Van Strum & Towne
California
$3.83M -$77K -1,069 -2%
IFPG
392
Intrepid Financial Planning Group
Indiana
$3.82M +$14.5K +201 +0.4%
Millennium Management
393
Millennium Management
New York
$3.81M -$46.4M -644,072 -92%
PIN
394
Prudent Investors Network
California
$3.75M +$65.6K +911 +2%
GM
395
GeoWealth Management
Illinois
$3.73M +$1.63M +22,668 +78%
SFS
396
Solitude Financial Services
Virginia
$3.72M +$161K +2,239 +5%
MTC
397
Matrix Trust Company
Colorado
$3.72M -$273K -3,792 -7%
HAS
398
HBW Advisory Services
California
$3.71M -$224K -3,116 -6%
IAMOG
399
Investors Asset Management of Georgia
Georgia
$3.69M -$395K -5,490 -10%
FHA
400
First Horizon Advisors
Tennessee
$3.67M -$302K -4,191 -8%
14 15
16
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