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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 %
RBC
476
Rye Brook Capital
Connecticut
$3.35M – – –
AMM
477
American Money Management
California
$3.34M +$913K +10,103 +38%
OSNBOA
478
Old Second National Bank of Aurora
Illinois
$3.34M -$87.8K -971 -3%
SFP
479
Sweet Financial Partners
Minnesota
$3.33M +$1.27K +14 +0%
VWM
480
Venturi Wealth Management
Texas
$3.33M +$65.8K +728 +2%
BF
481
BOK Financial
Oklahoma
$3.33M -$138K -1,620 -4%
HA
482
Herold Advisors
New York
$3.33M -$271 -3 -0%
AA
483
Ancora Advisors
Ohio
$3.32M +$33.3K +368 +1%
WAS
484
WESPAC Advisors SoCal
California
$3.32M -$249K -2,759 -7%
Fisher Asset Management
485
Fisher Asset Management
Washington
$3.3M +$373K +4,129 +13%
EA
486
Eudaimonia Advisors
Tennessee
$3.29M -$407K -4,501 -11%
FHA
487
First Horizon Advisors
Tennessee
$3.28M -$227K -2,506 -6%
CH
488
Canton Hathaway
Rhode Island
$3.27M +$2.77M +30,623 +557%
KSCM
489
Kamunting Street Capital Management
Florida
$3.26M -$2.16M -23,900 -40%
Twin Tree Management
490
Twin Tree Management
Texas
$3.25M -$14M -155,236 -81%
BCM
491
Beck Capital Management
Texas
$3.24M +$258K +2,851 +9%
CIM
492
Confluence Investment Management
Missouri
$3.24M +$72.9K +807 +2%
BAM
493
BOS Asset Management
Illinois
$3.22M +$207K +2,293 +7%
VAS
494
Valicenti Advisory Services
New York
$3.22M +$14.5K +160 +0.5%
RT
495
Rockland Trust
Massachusetts
$3.21M -$61.5K -680 -2%
UBG
496
United Bank (Georgia)
Georgia
$3.21M -$149K -1,651 -4%
SW
497
SteelPeak Wealth
California
$3.2M +$499K +5,516 +18%
BRG
498
Bay Rivers Group
Virginia
$3.17M +$57.2K +633 +2%
SC
499
Sykon Capital
New York
$3.14M +$3.14M +34,774 New
LBC
500
Lowe Brockenbrough & Co
Virginia
$3.13M -$27.6K -305 -0.9%
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