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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,793 hedge funds and large institutions have $21.8B invested in Energy Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 749 increasing their positions, 669 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
26.08%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
1.09%
New
152
Increased
749
Reduced
669
Closed
134
Calls
$4.22B
Puts
$6.78B
Net Calls
-$2.56B
Net Calls Change
+$1.45B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$185M
2
Morgan Stanley
Morgan Stanley
New York
+$175M
3
Bank of America
Bank of America
North Carolina
+$170M
4
Wells Fargo
Wells Fargo
California
+$160M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$144M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$278M
2
Citadel Advisors
Citadel Advisors
Florida
-$121M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$99.7M
4
Goldman Sachs
Goldman Sachs
New York
-$92.7M
5
Simplex Trading
Simplex Trading
Illinois
-$92.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
726
Peak Financial Advisors
Colorado
$1.55M +$1.55M +17,017 New
OIS
727
Okabena Investment Services
Minnesota
$1.55M – – –
LWM
728
Lionsbridge Wealth Management
Florida
$1.55M +$1.55M +16,963 New
FNBT
729
FineMark National Bank & Trust
Florida
$1.54M +$284K +3,114 +23%
AWE
730
Avidian Wealth Enterprises
Texas
$1.54M +$3.1K +34 +0.2%
AWM
731
Avior Wealth Management
Nebraska
$1.54M -$46.6K -515 -3%
RFWA
732
RPg Family Wealth Advisory
Massachusetts
$1.54M +$51.8K +568 +3%
AGM
733
Alpine Global Management
New York
$1.53M +$1.53M +16,772 New
BFWM
734
Bright Futures Wealth Management
New York
$1.52M +$31.6K +358 +2%
QCM
735
Quantinno Capital Management
New York
$1.52M -$344K -3,770 -18%
HH
736
Hilltop Holdings
Texas
$1.52M -$687K -7,532 -31%
MCB
737
Morton Community Bank
Illinois
$1.51M -$110K -1,212 -7%
FCH
738
Freestone Capital Holdings
Washington
$1.51M -$24.8K -272 -2%
BWP
739
Baldwin Wealth Partners
Massachusetts
$1.51M -$133K -1,459 -8%
DWT
740
Dorsey & Whitney Trust
South Dakota
$1.51M +$32.4K +355 +2%
CIM
741
Contravisory Investment Management
Massachusetts
$1.51M -$509K -5,581 -25%
PNAA
742
Pictet North America Advisors
Switzerland
$1.5M – – –
Natixis Advisors
743
Natixis Advisors
Massachusetts
$1.5M +$319K +3,505 +27%
DIA
744
Dana Investment Advisors
Wisconsin
$1.5M -$8.3K -91 -0.5%
MA
745
MONECO Advisors
Connecticut
$1.5M +$689K +7,558 +85%
FAB
746
First American Bank
Illinois
$1.5M – – –
TPWA
747
TRUE Private Wealth Advisors
Oregon
$1.5M +$56.5K +620 +4%
CL
748
COWA LLC
Oklahoma
$1.49M +$553K +6,072 +59%
BHBT
749
Burke & Herbert Bank & Trust
Virginia
$1.49M +$1.49M +16,380 New
MWM
750
Marion Wealth Management
Pennsylvania
$1.49M +$28.7K +315 +2%
28 29
30
31 32