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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 %
ACM
501
Allred Capital Management
Texas
$2.44M +$227K +2,794 +10%
BCM
502
Bienville Capital Management
New York
$2.43M -$332K -4,091 -12%
TFA
503
Transamerica Financial Advisors
Florida
$2.43M +$18K +222 +0.7%
SW
504
SteelPeak Wealth
California
$2.42M +$297K +3,661 +14%
GLA
505
Good Life Advisors
Pennsylvania
$2.42M +$230K +2,829 +10%
KIA
506
Knollwood Investment Advisory
Maryland
$2.41M +$1.78M +21,900 +280%
LSAG
507
Lake Street Advisors Group
New Hampshire
$2.41M +$2.41M +29,679 New
RJT
508
Raymond James Trust
Florida
$2.41M +$79K +973 +3%
VVP
509
Venture Visionary Partners
Ohio
$2.4M +$612K +7,537 +34%
SPI
510
Sutton Place Investors
New York
$2.39M -$5.03K -62 -0.2%
SAM
511
Secure Asset Management
Michigan
$2.38M +$380K +4,678 +19%
CCM
512
Consolidated Capital Management
California
$2.38M +$45.8K +564 +2%
EWM
513
EPG Wealth Management
Georgia
$2.38M -$21K -259 -0.9%
HSBC Holdings
514
HSBC Holdings
United Kingdom
$2.37M -$6.02M -74,092 -72%
MFFIA
515
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.37M – – –
FFS
516
Founders Financial Securities
Maryland
$2.37M +$247K +3,046 +12%
BS
517
Banco Santander
Spain
$2.36M -$2.27M -27,909 -49%
FFBTD
518
First Financial Bank - Trust Division
Ohio
$2.35M +$3.65K +45 +0.2%
PPP
519
Private Portfolio Partners
New Jersey
$2.35M +$205K +2,520 +10%
SFP
520
Strategic Financial Partners
Oregon
$2.35M +$499K +6,145 +27%
ACM
521
Ashford Capital Management
Delaware
$2.35M +$1.8M +22,207 +329%
PVI
522
Pine Valley Investments
New Jersey
$2.34M +$22.8K +281 +1%
LRWA
523
Long Run Wealth Advisors
New York
$2.34M +$25K +308 +1%
JIP
524
Jaffetilchin Investment Partners
Florida
$2.32M -$146K -1,801 -6%
FBFS
525
First Business Financial Services
Wisconsin
$2.31M +$31.3K +386 +1%
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