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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

714 hedge funds and large institutions have $9.45B invested in Energy Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-27
Holders Change %
-3.64%
% of All Funds
17.83%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.95%
New
67
Increased
267
Reduced
283
Closed
88
Calls
$2B
Puts
$3.15B
Net Calls
-$1.15B
Net Calls Change
+$21.9B

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$136M
2
LC
LNZ Capital
New York
$171M
3
Millennium Management
Millennium Management
New York
$207M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$345M
5
UBS Group
UBS Group
Switzerland
$494M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.43B
2
CS
Credit Suisse
Switzerland
$30.6M
3
Citigroup
Citigroup
New York
$159M
4
Bessemer Group
Bessemer Group
New Jersey
$13.1M
5
Goldman Sachs
Goldman Sachs
New York
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWMH
751
Tiedemann Wealth Management Holdings
New York
– -$902K -12,900 Closed
MCG
752
Meru Capital Group
New York
– -$770K -11,017 Closed
SFI
753
SPC Financial Inc
Maryland
– -$727K -10,399 Closed
GIA
754
Guyasuta Investment Advisors
Pennsylvania
– -$710K -10,160 Closed
GEM
755
Global Endowment Management
North Carolina
– -$699K -10,000 Closed
WJA
756
Williams Jones & Associates
New York
– -$653K -9,342 Closed
OMC
757
Overbrook Management Corp
New York
– -$587K -8,400 Closed
WCBA
758
Weaver C. Barksdale & Associates
Tennessee
– -$517K -7,400 Closed
CIM
759
Cambria Investment Management
California
– -$502K -7,175 Closed
CCG
760
Cypress Capital Group
Florida
– -$497K -7,110 Closed
WEC
761
Winslow Evans & Crocker
Massachusetts
– -$428K -6,118 Closed
TH
762
Timber Hill
Connecticut
– -$416K -5,957 Closed
SA
763
Strategic Advisors
New York
– -$402K -5,751 Closed
Verition Fund Management
764
Verition Fund Management
Connecticut
– -$390K -5,578 Closed
CIM
765
Contravisory Investment Management
Massachusetts
– -$369K -5,272 Closed
NFC
766
Northeast Financial Consultants
Connecticut
– -$349K -5,000 Closed
AIA
767
Avalon Investment & Advisory
Texas
– -$318K -4,551 Closed
KP
768
Keel Point
Alabama
– -$305K -4,358 Closed
WSTAM
769
Wilbanks Smith & Thomas Asset Management
Virginia
– -$293K -4,197 Closed
GKWIM
770
Gerber Kawasaki Wealth & Investment Management
California
– -$292K -4,180 Closed
Zurich Cantonal Bank
771
Zurich Cantonal Bank
Switzerland
– -$290K -4,147 Closed
SIA
772
Spruce Investment Advisors
Connecticut
– -$271K -3,880 Closed
WI
773
WrapManager Inc
California
– -$270K -3,861 Closed
KWM
774
Kingsview Wealth Management
Oregon
– -$263K -3,768 Closed
MMA
775
Miracle Mile Advisors
California
– -$262K -3,745 Closed
29 30
31
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