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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 %
Toronto Dominion Bank
776
Toronto Dominion Bank
Ontario, Canada
– -$254K -3,644 Closed
WSC
777
Wellington Shields & Co
New York
– -$249K -3,561 Closed
FFS
778
Founders Financial Securities
Maryland
– -$241K -3,450 Closed
AA
779
Ancora Advisors
Ohio
– -$229K -3,280 Closed
WVP
780
Worth Venture Partners
New Jersey
– -$223K -3,202 Closed
LA
781
Lynch & Associates
Indiana
– -$222K -3,173 Closed
SIM
782
Sterling Investment Management
Arizona
– -$212K -3,031 Closed
KFA
783
Kelleher Financial Advisors
New York
– -$206K -2,956 Closed
MIAN
784
Mariner Independent Advisor Network
Kansas
– -$206K -2,943 Closed
GT
785
Glenview Trust
Kentucky
– -$206K -2,941 Closed
LIM
786
Leavell Investment Management
Alabama
– -$203K -2,905 Closed
BFO
787
Boston Family Office
Massachusetts
– -$203K -2,900 Closed
DIA
788
Dana Investment Advisors
Wisconsin
– -$201K -2,879 Closed
VC
789
Vestor Capital
Illinois
– -$45K -645 Closed
FIB
790
First Interstate Bank
Montana
– -$42K -608 Closed
CPA
791
Clear Perspective Advisors
Illinois
– -$42K -594 Closed
WP
792
WealthPLAN Partners
Nebraska
– -$34K -485 Closed
AWM
793
Avior Wealth Management
Nebraska
– -$25K -351 Closed
SIC
794
Salem Investment Counselors
North Carolina
– -$23K -336 Closed
ANBT
795
American National Bank & Trust
Texas
– -$19K -273 Closed
IIC
796
Integrated Investment Consultants
Michigan
– -$18K -251 Closed
BKA
797
Brick & Kyle Associates
Pennsylvania
– -$12K -175 Closed
MCM
798
McKinley Capital Management
Alaska
– -$11K -163 Closed
HT
799
Heritage Trust
Oklahoma
– -$9K -132 Closed
HCA
800
Harbour Capital Advisors
Virginia
– -$5.59K -80 Closed
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