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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 %
CAMG
501
CWA Asset Management Group
Florida
$3.12M +$23.6K +261 +0.8%
BFG
502
Beacon Financial Group
Texas
$3.11M -$31.3K -352 -1%
WCG
503
Wall Capital Group
Arizona
$3.1M +$839K +9,572 +37%
WAM
504
Wakefield Asset Management
Colorado
$3.1M +$1.4M +15,533 +83%
AMG
505
Asset Management Group
Connecticut
$3.1M +$88K +974 +3%
GS
506
GTS Securities
New York
$3.08M +$2.34M +25,891 +317%
AF
507
Advisornet Financial
Minnesota
$3.06M +$2.56M +28,336 +509%
SMC
508
Smith, Moore & Co
Missouri
$3.05M +$1.62M +17,971 +114%
CFD
509
Creative Financial Designs
Indiana
$3.04M -$125K -1,387 -4%
SFA
510
Source Financial Advisors
New York
$3.04M +$808K +8,939 +36%
Capstone Investment Advisors
511
Capstone Investment Advisors
New York
$3.01M +$1.02M +11,337 +52%
JE
512
JMAC Enterprises
Pennsylvania
$3M +$236K +2,613 +9%
BTI
513
Blue Trust Inc
Georgia
$2.98M +$2.05M +25,264 +220%
AFP
514
Ausdal Financial Partners
Iowa
$2.96M +$142K +1,573 +5%
VVP
515
Venture Visionary Partners
Ohio
$2.95M +$277K +3,069 +10%
FWA
516
FOCUS Wealth Advisors
Texas
$2.95M -$4.7K -52 -0.2%
MPPLM
517
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.92M +$2.08M +23,032 +250%
PFA
518
Pettinga Financial Advisors
Indiana
$2.9M +$77.7K +860 +3%
MYIA
519
Mount Yale Investment Advisors
Colorado
$2.9M +$98.8K +1,093 +4%
GB
520
Gunma Bank
Japan
$2.89M -$3.98M -44,000 -58%
OLVIG
521
Oliver Lagore Vanvalin Investment Group
Michigan
$2.89M +$1.14M +12,622 +65%
SB
522
Simmons Bank
Arkansas
$2.89M +$56.5K +625 +2%
DBIA
523
Dumont & Blake Investment Advisors
New Jersey
$2.89M +$11.1K +123 +0.4%
P
524
Palladiem
Pennsylvania
$2.88M -$44.9K -497 -2%
WC
525
Waterloo Capital
Texas
$2.88M +$2.61M +28,844 +961%
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