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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 %
VRM
376
Vectors Research Management
New York
$4.89M 56,550 +6,233 +12%
OFW
377
Omnia Family Wealth
Florida
$4.88M 53,995 +53,995 New
MTC
378
Matrix Trust Company
Colorado
$4.87M 53,880 +4,688 +10%
VST
379
Van Strum & Towne
California
$4.86M 53,810 -590 -1%
CAC
380
Certified Advisory Corp
Florida
$4.85M 53,647 -30,040 -36%
HBWM
381
Hollow Brook Wealth Management
New York
$4.84M 53,569 +4,997 +10%
MFG
382
Magnus Financial Group
New York
$4.81M 53,177 +5,020 +10%
FNT
383
First National Trust
Pennsylvania
$4.78M 52,886 -1,090 -2%
HG
384
Herbst Group
Connecticut
$4.77M 52,801 +275 +0.5%
Bank of Nova Scotia
385
Bank of Nova Scotia
Ontario, Canada
$4.73M 52,326 -237,703 -82%
TWC
386
TD Waterhouse Canada
Ontario, Canada
$4.71M 53,564 -522 -1%
HNW
387
High Note Wealth
Minnesota
$4.69M 51,908 +4,326 +9%
NL
388
NWAM LLC
Washington
$4.69M 51,836 -596 -1%
MA
389
Menlo Advisors
California
$4.66M 51,559 +3,895 +8%
SFS
390
Solitude Financial Services
Virginia
$4.64M 51,374 -8,232 -14%
VDI
391
Vaughan David Investments
Illinois
$4.64M 51,336 -2,935 -5%
APW
392
Atlantic Private Wealth
North Carolina
$4.64M 51,327 +94 +0.2%
SWM
393
Segment Wealth Management
Texas
$4.63M 51,245 +51,245 New
GWM
394
GDS Wealth Management
Texas
$4.57M 50,600 +5,737 +13%
DAS
395
Dynamic Advisor Solutions
Arizona
$4.57M 50,565 +78 +0.2%
SCA
396
Stillwater Capital Advisors
Pennsylvania
$4.56M 50,401 +791 +2%
GCA
397
Guardian Capital Advisors
Ontario, Canada
$4.55M 51,970 +51,970 New
TAM
398
Terrapin Asset Management
Florida
$4.52M 50,000 +45,200 +942%
NFG
399
Nations Financial Group
Iowa
$4.5M 49,823 +10,454 +27%
RMC
400
Regis Management Company
California
$4.5M 49,806 -650 -1%
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