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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,222 hedge funds and large institutions have $52.2B invested in Energy Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 514 increasing their positions, 435 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
-32
Holders Change %
-2.55%
% of All Funds
21.46%
Holding in Top 10
46
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.8%
% of All Funds
0.81%
New
130
Increased
514
Reduced
435
Closed
142
Calls
$6.3B
Puts
$5.78B
Net Calls
+$517M
Net Calls Change
-$2.14B

Top Buyers

1
PP
Prudential plc
United Kingdom
+$337M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$198M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$178M
4
CI
Clal Insurance
Israel
+$124M
5
Citadel Advisors
Citadel Advisors
Florida
+$108M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$61.8B
2
SF
Synovus Financial
Georgia
-$425M
3
Barclays
Barclays
United Kingdom
-$160M
4
MCM
Moore Capital Management
New York
-$105M
5
Millennium Management
Millennium Management
New York
-$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
751
Segall Bryant & Hamill
Illinois
$522K -$20.5K -392 -4%
PP
752
Patten & Patten
Tennessee
$522K -$16.7K -320 -3%
TFCP
753
Twin Focus Capital Partners
Massachusetts
$522K +$6.51K +125 +1%
AWS
754
AJ Wealth Strategies
New York
$521K +$521K +10,000 New
NC
755
NBW Capital
Massachusetts
$520K +$520K +9,976 New
SG
756
StoneX Group
New York
$516K +$137K +2,632 +36%
DIA
757
Dana Investment Advisors
Wisconsin
$514K +$2.09K +40 +0.4%
WAP
758
Wealthcare Advisory Partners
Pennsylvania
$510K -$85.5K -1,640 -14%
KIG
759
Kessler Investment Group
Indiana
$510K -$8.7K -167 -2%
ACM
760
Allred Capital Management
Texas
$510K +$13.3K +255 +3%
OCPWS
761
One Charles Private Wealth Services
Massachusetts
$509K -$245K -4,705 -32%
HI
762
Horizon Investments
North Carolina
$508K +$23.2K +445 +5%
SG
763
Somerset Group
Minnesota
$507K – – –
CHJWM
764
Carlton Hofferkamp & Jenks Wealth Management
Texas
$506K -$1.88K -32 -0.4%
CIC
765
Carnegie Investment Counsel
Ohio
$505K -$17.7K -340 -3%
1IA
766
1834 Investment Advisors
Wisconsin
$504K -$381K -7,320 -43%
CWM
767
Chesapeake Wealth Management
Virginia
$504K -$31.1K -597 -6%
GIA
768
Gladstone Institutional Advisory
Florida
$504K +$83K +1,592 +20%
MAG
769
Mayfair Advisory Group
Alabama
$503K +$76.4K +1,395 +18%
H
770
HoyleCohen
California
$500K +$3.91K +75 +0.8%
IP
771
Investment Partners
Ohio
$496K -$4.95K -95 -1%
BAM
772
Blueshift Asset Management
New Jersey
$491K +$29.7K +570 +6%
MC
773
Mathes Company
New York
$490K -$526K -10,100 -52%
FDCDDQ
774
Federation des caisses Desjardins du Quebec
Quebec, Canada
$489K -$781 -15 -0.2%
HCP
775
Hexagon Capital Partners
Arkansas
$487K +$26.6K +511 +6%
29 30
31
32 33