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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 %
HCM
526
Hall Capital Management
Rhode Island
$2.86M -$73.3K -811 -3%
WP
527
WealthSource Partners
California
$2.85M -$178K -1,972 -6%
AWM
528
Ameliora Wealth Management
Switzerland
$2.84M +$1.31M +14,544 +86%
GLA
529
Good Life Advisors
Pennsylvania
$2.84M +$140K +1,549 +5%
AI
530
Atom Investors
Texas
$2.83M +$1.34M +14,848 +90%
CB
531
Community Bank
New York
$2.8M -$15.8K -175 -0.6%
PFP
532
Pinnacle Financial Partners
Tennessee
$2.79M +$4.61K +51 +0.2%
MAM
533
Meeder Asset Management
Ohio
$2.78M -$48.4K -535 -2%
FMTCOCP
534
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.77M +$53.5K +592 +2%
SF
535
Summit Financial
New Jersey
$2.77M +$53.5K +592 +2%
GSIS
536
Global Strategic Investment Solutions
Arizona
$2.76M -$5.15K -57 -0.2%
KFGK
537
Keystone Financial Group (Kentucky)
Kentucky
$2.75M -$65.5K -725 -2%
UB
538
UMB Bank
Missouri
$2.75M -$19.3K -213 -0.7%
TFA
539
Transamerica Financial Advisors
Florida
$2.72M +$14.6K +161 +0.5%
TCOO
540
Trust Company of Oklahoma
Oklahoma
$2.71M -$69.3K -767 -2%
PPP
541
Private Portfolio Partners
New Jersey
$2.71M +$89.9K +995 +3%
ACM
542
Allred Capital Management
Texas
$2.7M -$16.8K -186 -0.6%
LSAG
543
Lake Street Advisors Group
New Hampshire
$2.7M +$12.1K +134 +0.5%
EWM
544
EPG Wealth Management
Georgia
$2.69M +$43.1K +477 +2%
KIA
545
Knollwood Investment Advisory
Maryland
$2.69M – – –
WAS
546
Wealth Advisory Solutions
Indiana
$2.69M +$865K +9,933 +48%
RJT
547
Raymond James Trust
Florida
$2.66M -$21.6K -239 -0.8%
SPI
548
Sutton Place Investors
New York
$2.65M -$5.88K -65 -0.2%
GBT
549
Grove Bank & Trust
Florida
$2.65M +$161K +1,785 +6%
MFFIA
550
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.64M – – –
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