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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.93%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Bank of America
2
Bank of America
North Carolina
$3.46B
3
Jane Street
3
Jane Street
New York
$129M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$108M
5
Fidelity International
5
Fidelity International
Bermuda
$134M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.5M
2
QFA
2
Quattro Financial Advisors
Texas
$875K
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$2.1M
4
Charles Schwab
4
Charles Schwab
California
$144M
5
UBS Group
5
UBS Group
Switzerland
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
AM
51
AGF Management
Ontario, Canada
$60.3M 719,302 +23,923 +3%
BlackRock
52
BlackRock
New York
$58.9M 702,157 -71,237 -9%
RBA
53
Richard Bernstein Advisors
New York
$58M 691,371 -96,531 -12%
RIG
54
RiverFront Investment Group
Virginia
$55M 655,504 +3,742 +0.6%
Corient Private Wealth
55
Corient Private Wealth
Florida
$54M 643,723 +28,953 +5%
US Bancorp
56
US Bancorp
Minnesota
$53.6M 639,864 -40,398 -6%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$53.1M 633,934 +47,174 +8%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$52.2M 622,761 +526,864 +549%
CCM
59
Candlestick Capital Management
Connecticut
$50.3M 600,000 – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$49.3M 587,764 -129,813 -18%
QIM
61
Quantitative Investment Management
Virginia
$47.3M 564,320 +564,320 New
PAG
62
Private Advisor Group
New Jersey
$46.9M 559,931 +13,900 +3%
MMH
63
Menora Mivtachim Holdings
Israel
$46.7M 556,875 -231,900 -29%
MMA
64
Miracle Mile Advisors
California
$45.7M 544,557 +119,799 +28%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$44.7M 533,367 +1,134 +0.2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$44.4M 529,395 -160,481 -23%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$44.1M 526,332 +474,006 +906%
MTWSIF
68
Mivtachim The Workers Social Insurance Fund
Israel
$44M 524,400 -111,255 -18%
Prudential Financial
69
Prudential Financial
New Jersey
$43.3M 516,565 +31,258 +6%
M
70
Murchinson
Ontario, Canada
$43.2M 121,250 +21,250 +21%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$42.6M 507,724 -33,726 -6%
SRA
72
Summit Rock Advisors
New York
$41.3M 492,472 -108,669 -18%
MML Investors Services
73
MML Investors Services
Massachusetts
$39.5M 471,559 -132,163 -22%
TAM
74
Tocqueville Asset Management
New York
$38M 452,823 +21,560 +5%
GC
75
Grimes & Company
Massachusetts
$36.9M 439,756 +236,996 +117%
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