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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 %
FNT
401
First National Trust
Pennsylvania
$4.36M -$69.4K -828 -2%
GCA
402
Guardian Capital Advisors
Ontario, Canada
$4.35M – – –
BDWCC
403
B&D White Capital Company
Texas
$4.35M +$4.35M +51,831 New
CAC
404
Certified Advisory Corp
Florida
$4.3M -$198K -2,358 -4%
SWA
405
Strategies Wealth Advisors
Michigan
$4.29M +$223K +2,662 +5%
TC
406
TownSquare Capital
Utah
$4.26M -$1.91M -22,760 -31%
IWP
407
Innova Wealth Partners
Pennsylvania
$4.24M -$477K -5,690 -10%
AAM
408
Ameraudi Asset Management
New York
$4.23M +$357K +4,264 +9%
APW
409
Atlantic Private Wealth
North Carolina
$4.22M -$83.3K -993 -2%
DAS
410
Dynamic Advisor Solutions
Arizona
$4.21M -$69.1K -816 -2%
CFGS
411
Concourse Financial Group Securities
Alabama
$4.2M +$1.09M +12,946 +35%
EGA
412
Eagle Global Advisors
Texas
$4.2M +$2.85M +33,970 +211%
EWM
413
Evercore Wealth Management
New York
$4.19M +$2.33M +27,834 +126%
HHRDM
414
H&H Retirement Design & Management
Nevada
$4.17M -$10.7K -126 -0.3%
RC
415
Roundview Capital
New Jersey
$4.16M +$282K +3,358 +7%
MIA
416
MMBG Investment Advisors
Florida
$4.14M +$200K +2,385 +5%
PAS
417
Park Avenue Securities
New York
$4.09M +$1.84M +21,947 +82%
BFG
418
Bleakley Financial Group
New Jersey
$4.06M +$18.4K +220 +0.5%
CF
419
Centaurus Financial
California
$4.05M -$792K -9,446 -16%
RFC
420
Regions Financial Corp
Alabama
$4.01M +$183K +2,181 +5%
CIC
421
Carnegie Investment Counsel
Ohio
$4.01M +$210K +2,504 +6%
OMC
422
Old Mission Capital
Illinois
$4.01M -$11.5M -137,515 -74%
AA
423
AlphaMark Advisors
Kentucky
$3.97M +$76K +906 +2%
IFPG
424
Intrepid Financial Planning Group
Indiana
$3.95M -$154K -1,833 -4%
BRM
425
Boston Research & Management
Massachusetts
$3.94M +$67.1K +800 +2%
15 16
17
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