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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

888 hedge funds and large institutions have $6.88B invested in Energy Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 281 increasing their positions, 303 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+126
Holders Change %
+16.54%
% of All Funds
17.54%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.59%
New
216
Increased
281
Reduced
303
Closed
80
Calls
$2.13B
Puts
$3.68B
Net Calls
-$1.54B
Net Calls Change
-$928M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$126M
2
PP
Paloma Partners
Connecticut
$105M
3
Two Sigma Investments
Two Sigma Investments
New York
$141M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$32.4M
5
Twin Tree Management
Twin Tree Management
Texas
$29.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
Morgan Stanley
New York
$441M
3
Citigroup
Citigroup
New York
$76.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
676
Stack Financial Management
Montana
$209K +$209K +3,475 New
LNC
677
Lincoln National Corp
Pennsylvania
$208K -$258K -4,289 -55%
HWA
678
HCR Wealth Advisors
California
$208K +$208K +3,458 New
LWM
679
Laidlaw Wealth Management
New York
$208K +$208K +3,466 New
BFEC
680
Benjamin F. Edwards & Company
Missouri
$205K -$37.9K -631 -16%
VAG
681
VisionPoint Advisory Group
Texas
$204K -$30K -500 -13%
TPWA
682
TRUE Private Wealth Advisors
Oregon
$204K -$24.3K -394 -11%
PV
683
Private Vista
Illinois
$203K -$31.1K -519 -13%
ATFA
684
All Terrain Financial Advisors
Minnesota
$203K -$30K -500 -13%
FUBT
685
First United Bank & Trust
Maryland
$202K -$23.4K -390 -10%
GEA
686
Glen Eagle Advisors
New Jersey
$201K -$10.3K -172 -5%
Neuberger Berman Group
687
Neuberger Berman Group
New York
$201K +$201K +3,345 New
BAS
688
Brown Advisory Securities
Maryland
$200K -$37.7K -625 -16%
SFSG
689
Stearns Financial Services Group
North Carolina
$200K -$17.3K -289 -8%
SEIA
690
Signature Estate & Investment Advisors
California
$200K +$200K +3,334 New
UCMOK
691
United Capital Management of KS
Kansas
$200K +$200K +3,334 New
NPP
692
New Potomac Partners
Maryland
$195K – – –
AIM
693
Anchor Investment Management
South Carolina
$192K +$7.21K +120 +4%
OIA
694
Optimum Investment Advisors
Illinois
$191K +$6.43K +107 +3%
SBL
695
Sargent Bickham Lagudis
Colorado
$185K +$159K +2,640 +603%
DSC
696
Duncker Streett & Co
Missouri
$179K +$179K +2,978 New
WTC
697
WhitTier Trust Company
Nevada
$176K -$392K -6,538 -69%
DTIM
698
Danda Trouve Investment Management
Kansas
$172K +$172K +2,858 New
JWA
699
JFS Wealth Advisors
Pennsylvania
$162K – – –
BC
700
Barnett & Company
Tennessee
$161K +$161K +2,675 New
26 27
28
29 30