XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,793 hedge funds and large institutions have $21.8B invested in Energy Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 749 increasing their positions, 669 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
26.08%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
1.09%
New
152
Increased
749
Reduced
669
Closed
134
Calls
$4.22B
Puts
$6.78B
Net Calls
-$2.56B
Net Calls Change
+$1.45B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$185M
2
Morgan Stanley
Morgan Stanley
New York
+$175M
3
Bank of America
Bank of America
North Carolina
+$170M
4
Wells Fargo
Wells Fargo
California
+$160M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$144M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$278M
2
Citadel Advisors
Citadel Advisors
Florida
-$121M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$99.7M
4
Goldman Sachs
Goldman Sachs
New York
-$92.7M
5
Simplex Trading
Simplex Trading
Illinois
-$92.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFPG
426
Intrepid Financial Planning Group
Indiana
$4.06M +$41.5K +455 +1%
UB
427
UMB Bank
Missouri
$4.05M -$4.28K -47 -0.1%
CW
428
CreativeOne Wealth
Kansas
$4.04M -$1.6M -17,606 -28%
HHRDM
429
H&H Retirement Design & Management
Nevada
$4.02M +$79.6K +867 +2%
CIM
430
Confluence Investment Management
Missouri
$4.02M +$468K +5,129 +13%
CAC
431
Certified Advisory Corp
Florida
$4M -$344K -3,770 -8%
DAS
432
Dynamic Advisor Solutions
Arizona
$3.97M +$99.8K +1,095 +3%
BAM
433
BOS Asset Management
Illinois
$3.95M +$305K +3,344 +8%
GWSA
434
Global Wealth Strategies & Associates
Colorado
$3.95M +$139K +1,530 +4%
Ensign Peak Advisors
435
Ensign Peak Advisors
Utah
$3.94M +$615K +6,752 +19%
RMC
436
Regis Management Company
California
$3.94M -$128K -1,400 -3%
IAS
437
Investment Advisory Services
Texas
$3.93M +$30K +329 +0.8%
SC
438
Shay Capital
New York
$3.92M +$3.01M +33,000 +330%
AHC
439
Anderson Hoagland & Co
Missouri
$3.92M +$165K +1,862 +4%
AA
440
Axiom Advisory
California
$3.91M +$3.91M +42,028 New
ACA
441
Affinity Capital Advisors
California
$3.91M +$456K +5,007 +13%
FT
442
Fiduciary Trust
Massachusetts
$3.9M +$21K +230 +0.5%
IPW
443
IronBridge Private Wealth
Texas
$3.89M +$3.89M +42,718 New
MHS
444
M Holdings Securities
Oregon
$3.86M +$703K +7,707 +22%
NW
445
NewEdge Wealth
Pennsylvania
$3.86M -$446K -4,897 -10%
PWW
446
Pettyjohn Wood & White
Virginia
$3.86M +$56.1K +616 +1%
MIA
447
MMBG Investment Advisors
Florida
$3.85M -$651K -7,145 -14%
PIA
448
Perennial Investment Advisors
California
$3.82M -$2.88M -31,641 -43%
TF
449
Theory Financial
Colorado
$3.78M -$275K -3,018 -7%
CC
450
Centiva Capital
New York
$3.78M +$152K +1,668 +4%
16 17
18
19 20