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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

722 hedge funds and large institutions have $10.2B invested in Energy Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.03%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
Citigroup
Citigroup
New York
+$162M
3
ECM
Element Capital Management
New York
+$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$89.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$136M
2
Rafferty Asset Management
Rafferty Asset Management
New York
-$110M
3
Millennium Management
Millennium Management
New York
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$91.9M
5
Bank of America
Bank of America
North Carolina
-$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
576
Private Advisory Group
Washington
$240K -$352K -5,149 -59%
EAM
577
Evanson Asset Management
California
$240K -$9.86K -144 -4%
1SB
578
1ST Source Bank
Indiana
$239K -$28.4K -415 -11%
PWM
579
Patriot Wealth Management
Texas
$239K +$239K +3,484 New
JIC
580
Joel Isaacson & Co
New York
$234K -$64.5K -942 -22%
EWA
581
Exencial Wealth Advisors
Oklahoma
$234K +$205 +3 +0.1%
SG
582
Somerset Group
Minnesota
$233K – – –
NA
583
NewEdge Advisors
Louisiana
$225K -$4.7K -69 -2%
AIP
584
Ahrens Investment Partners
Louisiana
$224K -$33K -482 -13%
RMAM
585
Raab & Moskowitz Asset Management
New Jersey
$223K +$223K +3,292 New
SFM
586
Signet Financial Management
New Jersey
$222K +$222K +3,239 New
HTC
587
Haverford Trust Company
Pennsylvania
$220K -$205K -3,000 -48%
ATC
588
Argent Trust Co
Tennessee
$218K +$218K +3,190 New
BJL
589
Brighton Jones LLC
Washington
$211K +$211K +3,074 New
AOWM
590
Alpha Omega Wealth Management
Virginia
$210K +$25.5K +373 +14%
AMM
591
American Money Management
California
$204K – – –
MC
592
Martin & Co
Tennessee
$203K -$24K -350 -11%
AIM
593
Aspen Investment Management
Michigan
$203K +$203K +2,959 New
DWT
594
Dorsey & Whitney Trust
South Dakota
$203K +$203K +2,965 New
GT
595
Glenview Trust
Kentucky
$201K +$201K +2,941 New
PPA
596
Parametric Portfolio Associates
Washington
$200K +$200K +2,924 New
KPCM
597
Kings Point Capital Management
New York
$199K -$159K -2,324 -44%
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$195K -$11.4K -167 -6%
HR
599
Howe & Rusling
New York
$191K +$21.9K +320 +13%
GBT
600
Grove Bank & Trust
Florida
$183K +$180K +2,633 +6,583%
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