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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.11%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$273M
2
Bank of America
Bank of America
North Carolina
+$195M
3
Barclays
Barclays
United Kingdom
+$180M
4
CI
Clal Insurance
Israel
+$157M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$195M
2
Fidelity International
Fidelity International
Bermuda
-$129M
3
RCM
Rokos Capital Management
United Kingdom
-$120M
4
State Street
State Street
Massachusetts
-$108M
5
Charles Schwab
Charles Schwab
California
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCFM
501
JBR Co Financial Management
Oklahoma
$2.72M +$33K +376 +1%
EG
502
Ellerson Group
Maryland
$2.7M -$184K -2,100 -6%
ZIG
503
Zullo Investment Group
Pennsylvania
$2.69M -$22.2K -253 -0.8%
SI
504
Saxon Interests
Texas
$2.67M +$103K +1,169 +4%
GWSG
505
GPS Wealth Strategies Group
Colorado
$2.67M +$503K +5,730 +23%
CWM
506
Cedar Wealth Management
California
$2.66M +$180K +2,048 +7%
FIA
507
Foundations Investment Advisors
Arizona
$2.65M -$199K -2,269 -7%
LF
508
LifePlan Financial
Minnesota
$2.63M -$85.7K -976 -3%
SPC
509
Spirepoint Private Client
Florida
$2.63M +$36.4K +414 +1%
MFFIA
510
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.62M -$17.6K -200 -0.7%
NFG
511
Nations Financial Group
Iowa
$2.62M +$332K +3,786 +15%
SI
512
Symmetry Investments
Jersey
$2.62M +$483K +5,500 +23%
TCOO
513
Trust Company of Oklahoma
Oklahoma
$2.62M +$138K +1,576 +6%
KIA
514
Knollwood Investment Advisory
Maryland
$2.61M – – –
MFG
515
Midwest Financial Group
Kansas
$2.58M +$148K +1,680 +6%
SPI
516
Sutton Place Investors
New York
$2.56M +$8.96K +102 +0.4%
IFWM
517
Institute for Wealth Management
Colorado
$2.55M +$27.1K +309 +1%
CW
518
Code Waechter
Florida
$2.54M +$2.54M +28,923 New
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
$2.54M +$2.54M +31,221 New
IA
520
IFG Advisory
Georgia
$2.53M -$223K -2,542 -8%
IC
521
IEQ Capital
California
$2.52M -$52.8K -601 -2%
WJA
522
Willis Johnson & Associates
Texas
$2.51M -$13.2K -150 -0.5%
AIM
523
Astor Investment Management
Illinois
$2.51M -$12.5K -142 -0.5%
PFP
524
Pinnacle Financial Partners
Tennessee
$2.5M -$281K -3,206 -10%
WPW
525
Waldron Private Wealth
Pennsylvania
$2.48M – – –
19 20
21
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