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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 %
CRWM
676
Castle Rock Wealth Management
California
$1.56M -$89K -1,109 -5%
MWM
677
Mission Wealth Management
California
$1.56M +$1.14M +13,730 +271%
JHCP
678
Jackson Hole Capital Partners
Oklahoma
$1.55M -$166 -2 -0%
Manulife (Manufacturers Life Insurance)
679
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M -$8.62M -104,049 -85%
BW
680
Bison Wealth
Georgia
$1.54M -$44.1K -562 -3%
VCA
681
Verdence Capital Advisors
Maryland
$1.53M +$694K +8,375 +83%
CA
682
Claro Advisors
Massachusetts
$1.53M -$140K -1,690 -8%
EL
683
Essex LLC
Illinois
$1.51M – – –
TCPWM
684
Traverso Chambers Private Wealth Management
California
$1.51M -$12.5K -151 -0.8%
CS
685
Comerica Securities
Michigan
$1.51M +$269K +3,250 +22%
CC
686
Cadinha & Co
Hawaii
$1.51M -$79.3K -958 -5%
CAG
687
Csenge Advisory Group
Florida
$1.5M +$240K +2,901 +19%
DIA
688
Dana Investment Advisors
Wisconsin
$1.5M -$126K -1,524 -8%
RFM
689
Royal Fund Management
Florida
$1.5M +$487K +5,876 +48%
TAM
690
Titleist Asset Management
Texas
$1.5M +$1.5M +18,079 New
PWLP
691
Prio Wealth Limited Partnership
Massachusetts
$1.5M – – –
DWM
692
Dakota Wealth Management
Florida
$1.5M -$55.4K -669 -4%
FWP
693
FAS Wealth Partners
Kansas
$1.49M +$603K +7,275 +68%
NCM
694
Northwest Capital Management
Oregon
$1.49M -$45.8K -553 -3%
CS
695
Cannell & Spears
New York
$1.49M – – –
VCP
696
Verus Capital Partners
Arizona
$1.49M -$172K -2,080 -10%
FPGT
697
Financial Partners Group (Tennessee)
Tennessee
$1.48M -$10K -121 -0.7%
RWB
698
RMR Wealth Builders
New Jersey
$1.47M +$668K +8,062 +83%
PWM
699
Perigon Wealth Management
California
$1.47M -$97.6K -1,178 -6%
VAFP
700
Vahanian & Associates Financial Planning
New York
$1.46M +$23.8K +287 +2%
26 27
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