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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 %
PVI
451
Pine Valley Investments
New Jersey
$3.64M +$1.03M +11,413 +40%
AF
452
Allworth Financial
California
$3.64M -$83.2K -921 -2%
CA
453
Cumberland Advisors
Florida
$3.6M +$11K +122 +0.3%
HVIA
454
Hudson Valley Investment Advisors
New York
$3.6M -$12.8K -142 -0.4%
SAMC
455
Spectrum Asset Management (California)
California
$3.59M +$24K +265 +0.7%
IPW
456
IronBridge Private Wealth
Texas
$3.59M +$3.59M +39,728 New
RA
457
Regis Acquisition
Colorado
$3.56M -$593K -6,559 -14%
BDAM
458
Blue Door Asset Management
Connecticut
$3.55M – – –
RSWM
459
Robertson Stephens Wealth Management
California
$3.55M -$251K -2,773 -7%
JIC
460
Johnson Investment Counsel
Ohio
$3.54M -$51K -564 -1%
NAG
461
Northstar Advisory Group
New Jersey
$3.54M +$2.17M +23,986 +158%
FMC
462
First Merchants Corp
Indiana
$3.53M -$33.2K -367 -0.9%
SL
463
Stevard LLC
Illinois
$3.51M +$2.08K +23 +0.1%
EG
464
Ellerson Group
Maryland
$3.51M -$31.2K -345 -0.9%
HWM
465
Horizon Wealth Management
Illinois
$3.5M +$3.5M +38,666 New
Optiver Holding
466
Optiver Holding
Netherlands
$3.49M +$3.49M +38,559 New
AWM
467
Avondale Wealth Management
Texas
$3.48M -$856K -9,467 -20%
GWSA
468
Global Wealth Strategies & Associates
Colorado
$3.46M -$291K -3,216 -8%
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$3.44M +$3.07K +34 +0.1%
WJA
470
Willis Johnson & Associates
Texas
$3.44M +$211K +2,330 +7%
SFA
471
Sequoia Financial Advisors
Ohio
$3.43M -$132K -1,458 -4%
SAM
472
Secure Asset Management
Michigan
$3.37M +$720K +7,960 +27%
EP
473
Edgestream Partners
New Jersey
$3.36M +$2.72M +30,119 +426%
MAG
474
MRA Advisory Group
New Jersey
$3.36M -$32K -354 -0.9%
CFGS
475
Concourse Financial Group Securities
Alabama
$3.36M -$1.03M -11,375 -23%
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