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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

744 hedge funds and large institutions have $4.03B invested in Energy Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 302 increasing their positions, 223 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
-144
Holders Change %
-16.22%
% of All Funds
16.43%
Holding in Top 10
15
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-50%
% of All Funds
0.33%
New
150
Increased
302
Reduced
223
Closed
280
Calls
$1.44B
Puts
$1.37B
Net Calls
+$76.5M
Net Calls Change
+$1.62B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$183M
2
Morgan Stanley
Morgan Stanley
New York
+$158M
3
Jane Street
Jane Street
New York
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.4M
5
UBS Group
UBS Group
Switzerland
+$87.1M

Top Sellers

1
NM
NWI Management
New York
-$153M
2
GCM
Graham Capital Management
Connecticut
-$80.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$67.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$54M
5
PP
Paloma Partners
Connecticut
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
676
Reilly Financial Advisors
California
$7K – – –
HPC
677
HM Payson & Co
Maine
$7K – – –
CIAS
678
CBIZ Investment Advisory Services
Ohio
$7K -$14K – –
CWM
679
Cedar Wealth Management
California
$7K +$5.63K +205 +410%
BMM
680
Berkshire Money Management
Massachusetts
$7K +$7K +250 New
JWA
681
JFS Wealth Advisors
Pennsylvania
$6K -$75K -2,500 -93%
BWL
682
Bogart Wealth LLC
Virginia
$6K -$191 -7 -3%
ME
683
McIlrath & Eck
Washington
$6K – – –
FCMT
684
Founders Capital Management (Texas)
Texas
$6K – – –
SIM
685
Sonora Investment Management
Arizona
$6K +$3K +100 +100%
1IA
686
1834 Investment Advisors
Wisconsin
$6K +$6K +200 New
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$2.12K -70 -30%
AIP
688
Ameritas Investment Partners
Nebraska
$5K – – –
MFT
689
Moisand Fitzgerald Tamayo
Florida
$5K – – –
SFPG
690
Stonebridge Financial Planning Group
Florida
$5K – – –
CAM
691
ClariVest Asset Management
California
$5K +$5K +166 New
DWM
692
Darwin Wealth Management
Florida
$5K +$5K +174 New
CWA
693
Carolina Wealth Advisors
South Carolina
$4K – – –
SIC
694
Salem Investment Counselors
North Carolina
$4K – – –
POIA
695
Pin Oak Investment Advisors
Texas
$4K – – –
PFBT
696
Parkside Financial Bank & Trust
Missouri
$4K +$168 +6 +4%
SIAP
697
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$1.33K +50 +50%
MCM
698
MV Capital Management
Maryland
$4K +$4K +124 New
HS
699
Horan Securities
United States
$4K +$4K +145 New
EWM
700
Elmwood Wealth Management
California
$3.65K +$3.65K +54 New
26 27
28
29 30