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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

452 hedge funds and large institutions have $10.9B invested in Energy Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 184 increasing their positions, 141 reducing their positions, and 73 closing their positions.

Holders
452
Holders Change
-28
Holders Change %
-5.83%
% of All Funds
13.12%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.93%
New
47
Increased
184
Reduced
141
Closed
73
Calls
$840M
Puts
$3.88B
Net Calls
-$3.04B
Net Calls Change
+$1.66B

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$1.18B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$217M
4
Citigroup
4
Citigroup
New York
$578M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$210M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
DCM
2
Discovery Capital Management
Connecticut
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$920M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$148M
5
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
51
Avidian Wealth Enterprises
Texas
$15.7M 172,735 -27,585 -14%
UCFA
52
United Capital Financial Advisors
Texas
$15.4M 169,933 +27,682 +19%
QIM
53
Quantitative Investment Management
Virginia
$14.8M 163,500 +99,400 +155%
AA
54
ALPS Advisors
Colorado
$14.6M 160,986 +19,438 +14%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$13.4M 148,221 -93,166 -39%
BHWM
56
Bar Harbor Wealth Management
New Hampshire
$13.1M 144,336 +387 +0.3%
PWM
57
Patriot Wealth Management
Texas
$12.8M 140,850 +3,866 +3%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$12.5M 138,268 +4,865 +4%
FMT
59
First Mercantile Trust
Tennessee
$11.8M 130,228 +304 +0.2%
Northern Trust
60
Northern Trust
Illinois
$11.3M 125,098 -1,356 -1%
NSAM
61
North Star Asset Management
Wisconsin
$11.3M 124,391 -3,345 -3%
SLF
62
Sun Life Financial
Ontario, Canada
$10.9M 120,743 +6,278 +5%
FIG
63
FundX Investment Group
California
$10.2M 112,063 -36,284 -24%
HBT
64
Hills Bank & Trust
Iowa
$10.1M 111,152 +834 +0.8%
WBG
65
Wharton Business Group
Pennsylvania
$9.97M 109,973 +11,781 +12%
AIP
66
Ameritas Investment Partners
Nebraska
$9.94M 109,700 +109,700 New
WA
67
Whitebox Advisors
Minnesota
$9.08M 100,200 – –
DCC
68
Dow Chemical Company
Michigan
$8.62M 95,131 +95,131 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$8.6M 94,875 +1,668 +2%
FBA
70
Front Barnett Associates
Illinois
$7.9M 87,170 -1,375 -2%
Prudential Financial
71
Prudential Financial
New Jersey
$7.85M 86,574 – –
AIM
72
AMI Investment Management
Indiana
$7.78M 85,890 -5,480 -6%
BWP
73
BSW Wealth Partners
Colorado
$7.51M 82,820 -4,532 -5%
ST
74
Spinnaker Trust
Maine
$7.35M 81,142 +474 +0.6%
LA
75
Leonetti & Associates
Illinois
$7.33M 80,935 +80,935 New
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3
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