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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 Holding Trade Value Shares
Change 		Shares
Change %
SL
401
Salomon & Ludwin
Virginia
$4.48M -$22K -243 -0.5%
HHRDM
402
H&H Retirement Design & Management
Nevada
$4.43M -$70K -781 -2%
IFPG
403
Intrepid Financial Planning Group
Indiana
$4.43M -$272K -3,012 -6%
FEG
404
Financial Enhancement Group
Indiana
$4.41M +$4.41M +48,944 New
XSC
405
X-Square Capital
Puerto Rico
$4.41M – – –
CRI
406
Colonial River Investments
Virginia
$4.41M +$206K +2,282 +5%
NSAM
407
North Star Asset Management
Wisconsin
$4.4M -$123K -1,365 -3%
SWA
408
Strategies Wealth Advisors
Michigan
$4.38M -$554K -6,124 -11%
BFG
409
Bleakley Financial Group
New Jersey
$4.36M -$110K -1,215 -2%
QL
410
Quarry LP
New York
$4.36M +$4.36M +48,200 New
MWM
411
Meridian Wealth Management
Kentucky
$4.29M -$565K -6,249 -12%
SI
412
Stephens Inc
Arkansas
$4.27M -$80.8K -894 -2%
FFA
413
Fairfield Financial Advisors
Massachusetts
$4.26M +$265K +2,927 +7%
MIA
414
MMBG Investment Advisors
Florida
$4.24M – – –
CGA
415
Crescent Grove Advisors
Illinois
$4.24M +$55.9K +618 +1%
AA
416
AlphaMark Advisors
Kentucky
$4.2M +$73.4K +812 +2%
RC
417
Roundview Capital
New Jersey
$4.18M -$230K -2,550 -5%
BRM
418
Boston Research & Management
Massachusetts
$4.18M – – –
AAM
419
Ameraudi Asset Management
New York
$4.17M -$9.29M -102,792 -69%
EP
420
Eudaimonia Partners
Tennessee
$4.17M -$478K -5,285 -10%
LFPWM
421
Leicht Financial Planning & Wealth Management
New Jersey
$4.16M +$4.16M +46,069 New
Toronto Dominion Bank
422
Toronto Dominion Bank
Ontario, Canada
$4.16M +$3.59M +39,734 +633%
LOAMU
423
Lombard Odier Asset Management (USA)
New York
$4.16M – – –
SIC
424
Sigma Investment Counselors
Michigan
$4.14M -$169K -1,872 -4%
RFC
425
Regions Financial Corp
Alabama
$4.12M -$242K -2,674 -6%
15 16
17
18 19