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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

722 hedge funds and large institutions have $10.2B invested in Energy Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.03%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
Citigroup
Citigroup
New York
+$162M
3
ECM
Element Capital Management
New York
+$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$89.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$136M
2
Rafferty Asset Management
Rafferty Asset Management
New York
-$110M
3
Millennium Management
Millennium Management
New York
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$91.9M
5
Bank of America
Bank of America
North Carolina
-$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
501
Cambridge Trust
Massachusetts
$367K -$20.6K -300 -5%
PCM
502
Parsons Capital Management
Rhode Island
$367K +$17.1K +250 +5%
1832 Asset Management
503
1832 Asset Management
Ontario, Canada
$366K – – –
IA
504
IndexIQ Advisors
New York
$364K -$171K -2,492 -32%
CL
505
CSS LLC
Illinois
$363K – – –
PAG
506
Pinnacle Advisory Group
Maryland
$363K +$5.2K +76 +1%
FUBT
507
First United Bank & Trust
Maryland
$362K -$24.6K -360 -6%
SIAS
508
Shine Investment Advisory Services
Colorado
$358K -$49.8K -728 -12%
RWMH
509
Riverpoint Wealth Management Holdings
Illinois
$357K -$4.64K -68 -1%
RG
510
Rikoon Group
New Mexico
$356K +$30.8K +450 +9%
CWM
511
Concentric Wealth Management
California
$351K – – –
CCT
512
Country Club Trust
Missouri
$351K +$61.3K +895 +21%
WSCM
513
Wellington Shields Capital Management
New York
$350K +$27.4K +400 +8%
AC
514
Abbrea Capital
California
$350K +$64.1K +935 +22%
LP
515
LGL Partners
Pennsylvania
$345K – – –
GI
516
Gradient Investments
Minnesota
$342K -$95.7K -1,397 -22%
PFS
517
Prospera Financial Services
Texas
$339K -$76.8K -1,123 -18%
CIAS
518
Capital Investment Advisory Services
North Carolina
$336K +$40.8K +596 +14%
BFC
519
Blue Fin Capital
Rhode Island
$334K -$82.8K -1,210 -20%
CA
520
Cornerstone Advisory
Maryland
$333K +$69.6K +1,015 +26%
SFP
521
Shepherd Financial Partners
Massachusetts
$332K -$20.9K -309 -6%
DIA
522
Denver Investment Advisors
Colorado
$332K +$10.8K +158 +3%
TFF
523
The Family Firm
Maryland
$332K +$332K +4,852 New
SFS
524
Sowell Financial Services
Arkansas
$328K -$118K -1,716 -26%
MC
525
Moors & Cabot
Massachusetts
$326K +$53.6K +778 +20%
19 20
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