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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 %
RT
451
Rockland Trust
Massachusetts
$2.94M -$177K -2,177 -6%
VWM
452
Venturi Wealth Management
Texas
$2.93M -$128K -1,579 -4%
MFG
453
Merit Financial Group
Georgia
$2.91M -$4.21M -51,840 -59%
WJA
454
Willis Johnson & Associates
Texas
$2.9M +$46.3K +570 +2%
VAS
455
Valicenti Advisory Services
New York
$2.88M -$146K -1,795 -5%
CCFCSB
456
Cape Cod Five Cents Savings Bank
Massachusetts
$2.88M -$9.01K -111 -0.3%
BFG
457
Beacon Financial Group
Texas
$2.85M -$51.8K -642 -2%
CFD
458
Creative Financial Designs
Indiana
$2.84M -$12.2K -150 -0.4%
CIM
459
Confluence Investment Management
Missouri
$2.84M -$945K -11,638 -25%
LBC
460
Lowe Brockenbrough & Co
Virginia
$2.83M -$6.17K -76 -0.2%
Mackenzie Financial
461
Mackenzie Financial
Ontario, Canada
$2.8M -$80.6M -990,264 -97%
BRG
462
Bay Rivers Group
Virginia
$2.8M +$17.3K +213 +0.6%
CAMG
463
CWA Asset Management Group
Florida
$2.78M +$26.2K +323 +1%
KA
464
Kovack Advisors
Florida
$2.77M -$70.8K -872 -2%
WP
465
WealthSource Partners
California
$2.72M -$75.4K -929 -3%
FSA
466
Financial Sense Advisors
California
$2.72M +$51.5K +634 +2%
BAM
467
BOS Asset Management
Illinois
$2.71M +$183K +2,260 +7%
AMG
468
Asset Management Group
Connecticut
$2.7M +$153K +1,888 +6%
BCM
469
Beck Capital Management
Texas
$2.68M -$121K -1,485 -4%
CI
470
Conning Inc
Connecticut
$2.68M – – –
FWA
471
FOCUS Wealth Advisors
Texas
$2.65M -$201K -2,481 -7%
HCM
472
Hall Capital Management
Rhode Island
$2.63M +$166K +2,041 +7%
Fisher Asset Management
473
Fisher Asset Management
Washington
$2.63M -$9.66K -119 -0.4%
P
474
Palladiem
Pennsylvania
$2.63M +$1.87K +23 +0.1%
OAG
475
Orbis Allan Gray
Bermuda
$2.62M -$3.11M -38,276 -54%
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