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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.92%
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
Morgan Stanley
New York
+$1.31B
2
Bank of America
Bank of America
North Carolina
+$131M
3
Jane Street
Jane Street
New York
+$125M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$108M
5
Fidelity International
Fidelity International
Bermuda
+$92.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$227M
2
QFA
Quattro Financial Advisors
Texas
-$120M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$101M
4
Charles Schwab
Charles Schwab
California
-$98M
5
UBS Group
UBS Group
Switzerland
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
726
Freestone Capital Holdings
Washington
$1.53M +$1.27M +15,112 +484%
RIA
727
Realta Investment Advisors
Delaware
$1.52M -$348K -4,150 -19%
AAM
728
Alpine Associates Management
Florida
$1.52M +$1.52M +18,100 New
SCTC
729
Sanibel Captiva Trust Company
Florida
$1.52M +$1.52M +18,095 New
CS
730
Cannell & Spears
New York
$1.51M – – –
MCC
731
Money Concepts Capital
Florida
$1.51M -$179K -2,138 -11%
RG
732
Retirement Group
California
$1.5M +$746K +8,904 +98%
PSCM
733
Per Stirling Capital Management
Texas
$1.5M -$681K -8,124 -31%
MMG
734
Monetary Management Group
Missouri
$1.49M +$8.38K +100 +0.6%
PIA
735
Panoramic Investment Advisors
Colorado
$1.49M +$84.4K +1,007 +6%
JHCP
736
Jackson Hole Capital Partners
Oklahoma
$1.49M +$25.2K +301 +2%
TCBWMS
737
Texas Capital Bank Wealth Management Services
Texas
$1.48M +$1.22M +46,594 +466%
TB
738
Treynor Bancshares
Iowa
$1.48M +$297K +3,539 +25%
NAG
739
Northstar Advisory Group
New Jersey
$1.46M -$1.83M -21,778 -56%
NCM
740
Northwest Capital Management
Oregon
$1.45M -$16.4K -196 -1%
SCM
741
Seascape Capital Management
New Hampshire
$1.45M +$1.45M +17,332 New
GEA
742
Glen Eagle Advisors
New Jersey
$1.45M -$75.5K -900 -5%
MIFH
743
Migdal Insurance & Financial Holdings
Israel
$1.44M -$25.1M -298,800 -95%
SMC
744
Smith, Moore & Co
Missouri
$1.44M -$1.39M -16,638 -49%
OIS
745
Okabena Investment Services
Minnesota
$1.44M +$518K +6,177 +56%
TFA
746
Teamwork Financial Advisors
Texas
$1.43M +$414K +4,937 +41%
SLFPAM
747
St. Louis Financial Planners Asset Management
Missouri
$1.43M +$26.5K +316 +2%
JIC
748
Joel Isaacson & Co
New York
$1.43M +$9.31K +111 +0.7%
1WA
749
180 Wealth Advisors
Washington
$1.43M +$176K +2,078 +14%
BCFS
750
Butensky & Cohen Financial Security
Florida
$1.42M +$24.2K +289 +2%
28 29
30
31 32