XLE icon

Energy Select Sector SPDR Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
SP
526
SWS Partners
Ohio
$2.31M -$75.8K -934 -3%
WC
527
Wexford Capital
Florida
$2.31M +$657K +8,088 +40%
SFPG
528
Stonebridge Financial Planning Group
Florida
$2.31M -$315K -3,880 -12%
TCA
529
Transcend Capital Advisors
New Jersey
$2.28M -$676K -8,324 -23%
PCIA
530
Prime Capital Investment Advisors
Kansas
$2.27M -$7.02M -86,512 -76%
IC
531
IEQ Capital
California
$2.26M -$77.1K -950 -3%
JWBC
532
J.W. Burns & Co
New York
$2.24M +$132K +1,628 +6%
GBT
533
Grove Bank & Trust
Florida
$2.24M +$1.1M +13,573 +97%
SFG
534
Sowa Financial Group
Rhode Island
$2.22M +$76.9K +947 +4%
ARC
535
Advisor Resource Council
Texas
$2.21M -$2.02M -24,870 -48%
FFA
536
Founders Financial Alliance
North Carolina
$2.21M -$21.1K -260 -0.9%
FIS
537
Fischer Investment Strategies
California
$2.2M +$2.2M +27,142 New
CG
538
Colony Group
Massachusetts
$2.2M +$1.49M +18,356 +209%
PAG
539
Private Advisory Group
Washington
$2.19M +$802K +9,883 +58%
BHIA
540
Birch Hill Investment Advisors
Massachusetts
$2.19M
FIA
541
Foundations Investment Advisors
Arizona
$2.19M -$5.57M -68,609 -72%
TCM
542
Triumph Capital Management
Colorado
$2.19M +$615K +7,577 +39%
IP
543
Intellectus Partners
California
$2.18M +$24.4K +300 +1%
AMM
544
American Money Management
California
$2.18M +$16.9K +208 +0.8%
CWP
545
Capital Wealth Planning
Florida
$2.17M +$67.5K +831 +3%
EIP
546
Ellis Investment Partners
Pennsylvania
$2.17M +$91.3K +1,125 +4%
BAM
547
Beaumont Asset Management
Texas
$2.17M -$16.7K -206 -0.8%
WCG
548
Wall Capital Group
Arizona
$2.17M +$85.3K +1,016 +4%
KTC
549
Kistler-Tiffany Companies
Pennsylvania
$2.16M +$2.14M +26,400 +11,478%
IIA
550
IPG Investment Advisors
California
$2.15M -$896K -11,038 -29%