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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.12%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.31B
2
Bank of America
2
Bank of America
North Carolina
$3.8B
3
Barclays
3
Barclays
United Kingdom
$453M
4
CI
4
Clal Insurance
Israel
$160M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$731M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$67.9M
2
Fidelity International
2
Fidelity International
Bermuda
$831K
3
RCM
3
Rokos Capital Management
United Kingdom
$0
4
State Street
4
State Street
Massachusetts
$14.9M
5
Charles Schwab
5
Charles Schwab
California
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
51
Richard Bernstein Advisors
New York
$53.3M -$5.07M -57,781 -9%
PAG
52
Private Advisor Group
New Jersey
$52.9M -$4.85M -55,225 -8%
PCH
53
PGIM Custom Harvest
New Jersey
$52M +$6.73M +76,691 +15%
MML Investors Services
54
MML Investors Services
Massachusetts
$49.9M +$1.92M +21,901 +4%
US Bancorp
55
US Bancorp
Minnesota
$49.6M -$2.88M -32,812 -5%
QWP
56
Quotient Wealth Partners
Texas
$49.6M +$234K +2,660 +0.5%
EWA
57
EP Wealth Advisors
California
$48.7M +$40.4M +460,595 +487%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$46.5M -$28.2M -321,503 -38%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$43.3M -$1.79M -20,381 -4%
CWM
60
Congress Wealth Management
Massachusetts
$43.3M -$17.2M -196,368 -29%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$41.2M -$17.4M -197,825 -30%
SRA
62
Summit Rock Advisors
New York
$40.5M +$11.4M +130,083 +39%
Capital Fund Management (CFM)
63
Capital Fund Management (CFM)
France
$39.6M -$6.52M -74,299 -14%
FMI
64
Factory Mutual Insurance
Massachusetts
$38.5M – – –
TAM
65
Tocqueville Asset Management
New York
$37.6M -$96.6K -1,100 -0.3%
SEIA
66
Signature Estate & Investment Advisors
California
$37.1M +$6.33M +72,066 +21%
MMH
67
Menora Mivtachim Holdings
Israel
$36.2M +$35.5M +404,200 +4,755%
AA
68
ALPS Advisors
Colorado
$35M +$3.69M +42,083 +12%
G
69
GenTrust
Florida
$32.4M -$4.02M -45,757 -11%
SA
70
Sanctuary Advisors
Indiana
$32.1M +$20.5K +211 +0.1%
GC
71
Grimes & Company
Massachusetts
$31.8M -$11.6M -131,705 -27%
JMFC
72
J.M. Forbes & Co
Massachusetts
$31.8M -$286K -3,259 -0.9%
KIA
73
KCM Investment Advisors
California
$31.2M -$105K -1,200 -0.3%
Simplex Trading
74
Simplex Trading
Illinois
$31.2M +$23.1M +263,282 +287%
NSLI
75
Nan Shan Life Insurance
Taiwan
$31.1M +$5.46M +62,231 +21%
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