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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

646 hedge funds and large institutions have $8.83B invested in Energy Select Sector SPDR Fund in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 222 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+25
Holders Change %
+4.03%
% of All Funds
17.26%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.1%
New
94
Increased
222
Reduced
242
Closed
58
Calls
$1.17B
Puts
$1.68B
Net Calls
-$514M
Net Calls Change
-$374M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$85.7M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$67.6M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$66M
4
BPC
Banque Pictet & Cie
Switzerland
+$45.8M
5
UBS Group
UBS Group
Switzerland
+$42.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$142M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$112M
3
Bank of America
Bank of America
North Carolina
-$107M
4
Citigroup
Citigroup
New York
-$104M
5
LPL Financial
LPL Financial
California
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
526
Kelleher Financial Advisors
New York
$218K +$218K +3,198 New
LIM
527
Leavell Investment Management
Alabama
$217K +$217K +3,180 New
PG
528
Patten Group
Tennessee
$216K -$3.48K -51 -2%
NCA
529
New Century Advisors
Maryland
$212K -$889K -13,000 -81%
Truist Financial
530
Truist Financial
North Carolina
$211K -$136K -1,995 -39%
PAA
531
Peregrine Asset Advisers
Oregon
$211K -$17.1K -250 -7%
CTB
532
Country Trust Bank
Illinois
$209K -$299K -4,380 -59%
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$209K +$6.35K +93 +3%
LA
534
Lynch & Associates
Indiana
$208K +$208K +3,050 New
MIM
535
Macroview Investment Management
Maryland
$207K -$104K -1,516 -33%
ASN
536
Advisory Services Network
Georgia
$193K +$4.24K +62 +2%
IWM
537
Integrated Wealth Management
California
$192K -$15.3K -224 -7%
CAL
538
Capital Advisors Ltd
Ohio
$178K – – –
TWA
539
TCI Wealth Advisors
Arizona
$172K – – –
WP
540
WealthPLAN Partners
Nebraska
$159K +$159K +3,433 New
VHAM
541
Van Hulzen Asset Management
California
$151K – – –
VCM
542
Versant Capital Management
Arizona
$151K +$151K +2,222 New
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$146K +$3.61K +53 +3%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$145K +$9.32K +137 +7%
HI
545
Hudock Inc
Pennsylvania
$144K -$32.7K -480 -18%
EWM
546
Evercore Wealth Management
New York
$142K +$8.84K +130 +7%
AIM
547
Acropolis Investment Management
Missouri
$140K – – –
FPFS
548
First Personal Financial Services
North Carolina
$123K -$8K – –
CCMW
549
Cypress Capital Management (Wyoming)
Wyoming
$120K -$508K -7,440 -81%
PMAM
550
Picton Mahoney Asset Management
Ontario, Canada
$116K – – –
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