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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.15%
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
Bank of Montreal
Ontario, Canada
$332M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$729M
3
UBS Group
UBS Group
Switzerland
$904M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$111M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$220M

Top Sellers

1
Barclays
Barclays
United Kingdom
$280M
2
PF
Phoenix Financial
Israel
$8.05M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$106M
4
Bank of America
Bank of America
North Carolina
$3.59B
5
Wells Fargo
Wells Fargo
California
$907M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
426
CreativeOne Wealth
Kansas
$4.09M -$3.77M -41,681 -48%
CIC
427
Carnegie Investment Counsel
Ohio
$4.09M +$471K +5,210 +13%
FT
428
Fiduciary Trust
Massachusetts
$4.09M +$121K +1,336 +3%
RCP
429
Rothschild Capital Partners
New York
$4.06M – – –
FFS
430
Founders Financial Securities
Maryland
$4.05M +$1.41M +15,614 +54%
MAP
431
Milestone Advisory Partners
North Carolina
$4.04M +$1.26M +13,902 +45%
IWMWV
432
Ironwood Wealth Management (West Virginia)
West Virginia
$4.02M +$2.05K +24 +0.1%
FCM
433
Fourpath Capital Management
Oklahoma
$4.01M +$4.01M +44,383 New
VI
434
Vestcor Inc
New Brunswick, Canada
$3.99M +$3.99M +44,100 New
QAM
435
Q3 Asset Management
Michigan
$3.98M +$3.98M +44,000 New
Jane Street
436
Jane Street
New York
$3.96M -$9.04M -100,018 -70%
WWM
437
Western Wealth Management
Colorado
$3.92M +$35.5K +393 +0.9%
Deutsche Bank
438
Deutsche Bank
Germany
$3.89M -$182K -2,014 -4%
CA
439
Continental Advisors
Utah
$3.89M -$90.4K -1,000 -2%
SC
440
Skylands Capital
Wisconsin
$3.88M +$316K +3,500 +9%
IAS
441
Investment Advisory Services
Texas
$3.88M +$43.9K +486 +1%
FSA
442
Financial Sense Advisors
California
$3.84M +$819K +9,063 +27%
TCA
443
Transcend Capital Advisors
New Jersey
$3.83M +$1.29M +14,322 +51%
BCA
444
Bray Capital Advisors
Florida
$3.81M +$32.7K +362 +0.9%
CF
445
Clarity Financial
Texas
$3.78M -$517K -5,724 -12%
PWW
446
Pettyjohn Wood & White
Virginia
$3.77M +$3.16K +35 +0.1%
CTC
447
Central Trust Company
Missouri
$3.74M -$44.2K -489 -1%
TF
448
Theory Financial
Colorado
$3.73M -$348K -3,853 -9%
PWA
449
PCG Wealth Advisors
Kansas
$3.68M -$16.1K -178 -0.4%
PCS
450
Personal CFO Solutions
New Jersey
$3.66M +$1.89M +20,931 +107%
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