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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

669 hedge funds and large institutions have $9.86B invested in Energy Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+23
Holders Change %
+3.56%
% of All Funds
17.88%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1.23%
New
82
Increased
225
Reduced
259
Closed
48
Calls
$1.88B
Puts
$2.66B
Net Calls
-$781M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.04B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$394M
3
CWM
3
CIBC World Markets
New York
$141M
4
N
4
Natixis
France
$122M
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$213M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$20.7M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$48.3M
3
CA
3
Commerzbank Aktiengesellschaft
Germany
$6.68M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$182M
5
CI
5
Clal Insurance
Israel
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
551
Country Trust Bank
Illinois
$213K -$3.75K -53 -2%
WSCM
552
Wellington Shields Capital Management
New York
$213K +$213K +3,010 New
CCMW
553
Cypress Capital Management (Wyoming)
Wyoming
$212K +$87.9K +1,245 +71%
IWM
554
Integrated Wealth Management
California
$212K +$13.3K +189 +7%
SPL
555
Smart Portfolios LLC
Washington
$208K +$208K +2,947 New
BFO
556
Boston Family Office
Massachusetts
$205K +$205K +2,900 New
Truist Financial
557
Truist Financial
North Carolina
$204K -$14.6K -206 -7%
VWM
558
Venturi Wealth Management
Texas
$204K +$204K +2,882 New
DIA
559
Dana Investment Advisors
Wisconsin
$203K +$203K +2,879 New
KFA
560
Kelleher Financial Advisors
New York
$201K -$24.1K -342 -11%
CF
561
CenterStar Fund
Illinois
$195K – – –
WP
562
WealthPLAN Partners
Nebraska
$194K -$45.5K -652 -19%
ASN
563
Advisory Services Network
Georgia
$194K -$5.3K -75 -3%
CAL
564
Capital Advisors Ltd
Ohio
$185K – – –
NSIM
565
North Star Investment Management
Illinois
$184K +$75.9K +1,074 +70%
TWA
566
TCI Wealth Advisors
Arizona
$178K – – –
MIM
567
Macroview Investment Management
Maryland
$162K -$51.9K -734 -24%
TRCT
568
Tower Research Capital (TRC)
New York
$152K -$24.7M -349,911 -99%
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$148K -$3.75K -53 -2%
BA
570
BKS Advisors
Michigan
$138K +$138K +1,960 New
AIM
571
Acropolis Investment Management
Missouri
$137K -$8.11K -115 -6%
WTB
572
Washington Trust Bank
Washington
$135K +$107K +1,511 +375%
MAM
573
Meeder Asset Management
Ohio
$133K +$70.5K +997 +113%
FPFS
574
First Personal Financial Services
North Carolina
$127K -$123K – –
TCOV
575
Trust Company of Vermont
Vermont
$126K +$126K +1,785 New
21 22
23
24 25