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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.47%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$306M
2
Millennium Management
Millennium Management
New York
+$274M
3
MMH
Menora Mivtachim Holdings
Israel
+$207M
4
SGDR
SPX Gestao de Recursos
Brazil
+$200M
5
Citadel Advisors
Citadel Advisors
Florida
+$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384M
2
Citigroup
Citigroup
New York
-$323M
3
Morgan Stanley
Morgan Stanley
New York
-$208M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$176M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
576
SteelPeak Wealth
California
$2.17M -$734K -8,865 -25%
FFS
577
Founders Financial Securities
Maryland
$2.16M -$1.51M -18,239 -41%
JWBC
578
J.W. Burns & Co
New York
$2.16M +$12.4K +150 +0.6%
ZIG
579
Zullo Investment Group
Pennsylvania
$2.15M -$105K -1,264 -5%
AWA
580
Arete Wealth Advisors
Illinois
$2.15M +$177K +2,139 +9%
CWP
581
Capital Wealth Planning
Florida
$2.15M +$873K +10,535 +69%
SFA
582
Source Financial Advisors
New York
$2.14M -$1.08M -13,010 -34%
WCG
583
Wall Capital Group
Arizona
$2.12M +$2.1M +24,483 +8,385%
EIP
584
Ellis Investment Partners
Pennsylvania
$2.12M +$1.01M +12,222 +91%
IFWM
585
Institute for Wealth Management
Colorado
$2.1M -$20.4K -246 -1%
FFP
586
Forbes Financial Planning
Rhode Island
$2.09M -$116K -1,402 -5%
CWA
587
Clarus Wealth Advisors
Arizona
$2.09M +$15K +176 +0.7%
VFA
588
Valeo Financial Advisors
Indiana
$2.09M +$430K +5,185 +26%
MPPLM
589
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.08M -$1.65M -19,920 -44%
LSPW
590
Lake Street Private Wealth
Illinois
$2.07M +$24.8K +299 +1%
FRM
591
Fox Run Management
Connecticut
$2.06M -$547K -6,600 -21%
SW
592
Solidarity Wealth
Utah
$2.05M +$2.05M +24,734 New
SAM
593
Secure Asset Management
Michigan
$2.04M +$363K +4,387 +22%
CWM
594
Cornerstone Wealth Management
Missouri
$2.04M +$2.04M +24,601 New
CAIMH
595
Central Asset Investments & Management Holdings
Hong Kong
$2.03M +$2.03M +24,500 New
SCP
596
Stamos Capital Partners
California
$2.02M +$113K +1,370 +6%
SLFPAM
597
St. Louis Financial Planners Asset Management
Missouri
$2.02M +$469K +5,657 +30%
C1AG
598
Client 1st Advisory Group
Florida
$2.01M -$590K -7,122 -23%
WAOI
599
Wealth Advisors of Iowa
Iowa
$2.01M -$37.3K -450 -2%
Chevy Chase Trust
600
Chevy Chase Trust
Maryland
$2M +$87.2K +1,053 +5%
22 23
24
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