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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

874 hedge funds and large institutions have $12.9B invested in Energy Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+49
Holders Change %
+5.94%
% of All Funds
20.04%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.33%
New
129
Increased
347
Reduced
276
Closed
73
Calls
$1.88B
Puts
$2.11B
Net Calls
-$224M
Net Calls Change
-$184M

Top Buyers

1
QIM
Quantitative Investment Management
Virginia
+$221M
2
Ameriprise
Ameriprise
Minnesota
+$200M
3
State Street
State Street
Massachusetts
+$122M
4
Bank of America
Bank of America
North Carolina
+$121M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$108M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$105M
4
SPC
Slate Path Capital
New York
-$101M
5
Citigroup
Citigroup
New York
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
776
NVWM LLC
Pennsylvania
$49K – – –
POIA
777
Pin Oak Investment Advisors
Texas
$49K +$7.61K +100 +18%
SWP
778
Strategic Wealth Partners
Ohio
$47K -$1.07K -14 -2%
GTAM
779
Global Trust Asset Management
Florida
$45K – – –
BCI
780
Brinker Capital Investments
Pennsylvania
$44K +$39.8K +526 +939%
PCM
781
Princeton Capital Management
New Jersey
$43K – – –
SQA
782
Simon Quick Advisors
New Jersey
$41K +$3.39K +45 +9%
YWP
783
YorkBridge Wealth Partners
New York
$40K – – –
BWM
784
Baystate Wealth Management
Massachusetts
$39K -$1.8K -24 -4%
ADL
785
Asset Dedication LLC
California
$38K – – –
ClearBridge Investments
786
ClearBridge Investments
New York
$38K – – –
GC
787
Grace Capital
Massachusetts
$38K +$38K +500 New
ME
788
McIlrath & Eck
Washington
$37K +$21.7K +284 +141%
AIM
789
Anchor Investment Management
South Carolina
$34.9K – – –
HT
790
Heritage Trust
Oklahoma
$33K -$1.31K -17 -4%
CAGAS
791
Capital Advisory Group Advisory Services
Minnesota
$33K +$15.2K +201 +86%
AA
792
AlphaMark Advisors
Kentucky
$32K – – –
AWM
793
Avondale Wealth Management
Texas
$32K – – –
PS
794
Portfolio Strategies
New York
$32K +$30.8K +400 +2,667%
AWM
795
Aevitas Wealth Management
Massachusetts
$31K +$75 +1 +0.2%
CFD
796
Creative Financial Designs
Indiana
$30K – – –
M
797
MOTCO
Texas
$30K – – –
FWM
798
Focused Wealth Management
New York
$30K +$150 +2 +0.5%
JA
799
JOYN Advisors
Georgia
$28K -$9.69K -127 -26%
MFBTD
800
MB Financial Bank - Trust Department
Illinois
$27K -$7.71K -100 -22%
30 31
32
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