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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,611 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 575 increasing their positions, 726 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-43
Holders Change %
-2.6%
% of All Funds
25.41%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
1.23%
New
124
Increased
575
Reduced
726
Closed
149
Calls
$3.73B
Puts
$5.95B
Net Calls
-$2.22B
Net Calls Change
+$1.31B

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$181M
2
PF
Phoenix Financial
Israel
$153M
3
Barclays
Barclays
United Kingdom
$450M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$97.8M
5
Morgan Stanley
Morgan Stanley
New York
$1.29B

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Millennium Management
Millennium Management
New York
$11.5M
3
Goldman Sachs
Goldman Sachs
New York
$514M
4
UBS Group
UBS Group
Switzerland
$705M
5
SGDR
SPX Gestao de Recursos
Brazil
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
426
Johnson Investment Counsel
Ohio
$3.23M +$13.1K +161 +0.4%
SI
427
Saxon Interests
Texas
$3.22M -$33.5K -413 -1%
SAMC
428
Spectrum Asset Management (California)
California
$3.21M +$89.4K +1,101 +3%
SC
429
Skylands Capital
Wisconsin
$3.2M +$272K +3,350 +9%
FMC
430
First Merchants Corp
Indiana
$3.2M +$19.6K +242 +0.6%
WAS
431
WESPAC Advisors SoCal
California
$3.2M -$822K -10,130 -20%
SFA
432
Sequoia Financial Advisors
Ohio
$3.2M -$1.49M -18,374 -32%
NFG
433
Nations Financial Group
Iowa
$3.2M -$222K -2,730 -6%
BDAM
434
Blue Door Asset Management
Connecticut
$3.19M – – –
EG
435
Ellerson Group
Maryland
$3.18M +$45.5K +560 +1%
WAP
436
Wealthcare Advisory Partners
Pennsylvania
$3.18M +$456K +5,619 +17%
SL
437
Stevard LLC
Illinois
$3.15M +$4.95K +61 +0.2%
FHA
438
First Horizon Advisors
Tennessee
$3.15M -$459K -5,655 -13%
Koshinski Asset Management
439
Koshinski Asset Management
Illinois
$3.09M +$3.09M +38,059 New
AWA
440
Arete Wealth Advisors
Illinois
$3.08M +$979K +12,055 +47%
OSNBOA
441
Old Second National Bank of Aurora
Illinois
$3.08M -$103K -1,265 -3%
BPC
442
Banque Pictet & Cie
Switzerland
$3.07M -$298K -3,670 -9%
AWE
443
Avidian Wealth Enterprises
Texas
$3.05M -$7.84M -96,641 -72%
MAG
444
MRA Advisory Group
New Jersey
$3.04M -$1.44M -17,752 -32%
FRM
445
Fox Run Management
Connecticut
$3.02M +$998K +12,300 +49%
UBG
446
United Bank (Georgia)
Georgia
$3.02M -$187K -2,309 -6%
RBC
447
Rye Brook Capital
Connecticut
$3.01M +$16.2K +200 +0.5%
SFP
448
Sweet Financial Partners
Minnesota
$2.99M -$99K -1,220 -3%
HA
449
Herold Advisors
New York
$2.99M -$167K -2,057 -5%
AA
450
Ancora Advisors
Ohio
$2.95M -$32.7K -403 -1%
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