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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

825 hedge funds and large institutions have $10.9B invested in Energy Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 326 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
-24
Holders Change %
-2.83%
% of All Funds
18.94%
Holding in Top 10
48
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.64%
% of All Funds
1.1%
New
102
Increased
297
Reduced
326
Closed
118
Calls
$1.73B
Puts
$1.77B
Net Calls
-$39.7M
Net Calls Change
-$242M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.44B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1,000M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$148M
4
SPC
4
Slate Path Capital
New York
$101M
5
Goldman Sachs
5
Goldman Sachs
New York
$343M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$328M
2
CS
2
Credit Suisse
Switzerland
$48.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$159M
4
AAM
4
Alphadyne Asset Management
New York
$0
5
Creative Planning
5
Creative Planning
Kansas
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
601
Pinnacle Wealth Management Advisory Group
New Jersey
$258K – – –
ATC
602
Argent Trust Co
Tennessee
$258K +$258K +3,833 New
WDL
603
Well Done LLC
Michigan
$257K – – –
TW
604
Transform Wealth
Colorado
$256K -$8.3K -123 -3%
NP
605
Ninepoint Partners
Ontario, Canada
$256K +$256K +3,800 New
PCM
606
Palisade Capital Management
New Jersey
$253K +$253K +3,750 New
CG
607
Caprock Group
Idaho
$252K +$8.37K +124 +3%
PV
608
Private Vista
Illinois
$250K +$250K +3,716 New
LBC
609
Lowe Brockenbrough & Co
Virginia
$248K -$8.75K -130 -3%
DWM
610
Doyle Wealth Management
Florida
$246K -$13.2K -196 -5%
CCT
611
Country Club Trust
Missouri
$244K -$52.8K -785 -18%
TSWM
612
Triangle Securities Wealth Management
North Carolina
$244K -$2.77K -41 -1%
MA
613
MCF Advisors
Kentucky
$244K +$67 +1 +0%
IWC
614
Integrated Wealth Concepts
Massachusetts
$241K +$22.3K +337 +10%
WAG
615
Winthrop Advisory Group
Massachusetts
$240K -$101K -1,387 -30%
DSC
616
Duncker Streett & Co
Missouri
$239K +$84.7K +1,255 +55%
FPCP
617
Fort Point Capital Partners
California
$239K +$218K +46,409 +1,025%
AIP
618
Ahrens Investment Partners
Louisiana
$234K -$14.3K -212 -6%
AMM
619
American Money Management
California
$234K -$1.68K -25 -0.7%
JIR
620
James Investment Research
Ohio
$230K -$44.6K -660 -16%
SG
621
StoneX Group
New York
$229K -$114K -1,689 -33%
CRWM
622
Castle Rock Wealth Management
California
$229K +$229K +3,391 New
BFC
623
Blue Fin Capital
Rhode Island
$228K -$40.4K -600 -15%
PFA
624
Pathway Financial Advisors
Vermont
$228K -$6.2K -92 -3%
SIM
625
Sterling Investment Management
Arizona
$223K +$12.5K +185 +6%
23 24
25
26 27