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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,375 hedge funds and large institutions have $15.1B invested in Energy Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 573 increasing their positions, 392 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,375
Holders Change
+153
Holders Change %
+12.52%
% of All Funds
21.24%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
0.91%
New
277
Increased
573
Reduced
392
Closed
104
Calls
$4.35B
Puts
$5.75B
Net Calls
-$1.39B
Net Calls Change
-$1.91B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$419M
2
Goldman Sachs
Goldman Sachs
New York
+$209M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$129M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$103M
5
State Street
State Street
Massachusetts
+$81M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$313M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$303M
3
Bank of America
Bank of America
North Carolina
-$174M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$145M
5
Citadel Advisors
Citadel Advisors
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
401
ARS Investment Partners
New York
$2.65M +$27.2K +490 +1%
KA
402
Kovack Advisors
Florida
$2.65M +$333K +6,009 +14%
OLVIG
403
Oliver Lagore Vanvalin Investment Group
Michigan
$2.62M +$2.62M +47,270 New
GWM
404
Geneos Wealth Management
Colorado
$2.61M +$300K +5,409 +13%
PFA
405
Pettinga Financial Advisors
Indiana
$2.57M +$701K +12,635 +38%
HIM
406
Hanlon Investment Management
New Jersey
$2.56M – – –
W
407
WorthPointe
California
$2.56M +$2.56M +47,487 New
EWM
408
EPG Wealth Management
Georgia
$2.53M +$391K +7,045 +18%
WWM
409
Windsor Wealth Management
Indiana
$2.52M -$855K -14,442 -25%
CCM
410
Covington Capital Management
California
$2.51M +$55K +990 +2%
CPA
411
Cardiff Park Advisors
California
$2.5M +$2.5M +45,102 New
AC
412
Amia Capital
United Kingdom
$2.5M +$2.5M +45,000 New
SGI
413
Summit Global Investments
Utah
$2.48M +$1.36M +24,561 +123%
LNC
414
Lincoln National Corp
Pennsylvania
$2.47M -$214K -3,852 -8%
HG
415
Herbst Group
Connecticut
$2.47M +$2.47M +44,441 New
GC
416
Grimes & Company
Massachusetts
$2.46M +$1.38M +24,796 +127%
CPA
417
Clear Perspective Advisors
Illinois
$2.45M +$233K +4,198 +11%
AFS
418
Aft Forsyth & Sober
Florida
$2.44M -$22M -39,600 -90%
LWM
419
Laidlaw Wealth Management
New York
$2.42M +$83.2K +1,499 +4%
EA
420
Eudaimonia Advisors
Tennessee
$2.41M +$2.41M +43,361 New
NFG
421
Nations Financial Group
Iowa
$2.4M +$1.24M +22,323 +106%
WAS
422
WESPAC Advisors SoCal
California
$2.39M +$31.7K +465 +1%
BCM
423
Brookstone Capital Management
Illinois
$2.39M +$921K +15,011 +63%
MFG
424
Magnus Financial Group
New York
$2.38M +$241K +4,342 +11%
FHA
425
Flagship Harbor Advisors
Massachusetts
$2.38M -$256K -4,607 -10%
15 16
17
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