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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.47%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$306M
2
Millennium Management
Millennium Management
New York
+$274M
3
MMH
Menora Mivtachim Holdings
Israel
+$207M
4
SGDR
SPX Gestao de Recursos
Brazil
+$200M
5
Citadel Advisors
Citadel Advisors
Florida
+$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384M
2
Citigroup
Citigroup
New York
-$323M
3
Morgan Stanley
Morgan Stanley
New York
-$208M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$176M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
776
SageView Advisory Group
California
$1.16M +$590K +7,118 +103%
AFG
777
Alterity Financial Group
Maine
$1.16M +$11.9K +144 +1%
B
778
Bailard
California
$1.16M +$10.4K +125 +0.9%
GBT
779
Grove Bank & Trust
Florida
$1.16M -$151K -1,820 -12%
AIM
780
Acropolis Investment Management
Missouri
$1.16M – – –
MBTD
781
Mechanics Bank - Trust Department
California
$1.15M -$270K -3,263 -19%
CLOS
782
Compagnie Lombard Odier SCmA
Switzerland
$1.15M +$152K +1,830 +15%
LWA
783
Lowe Wealth Advisors
Maryland
$1.15M -$106K -1,285 -8%
SG
784
Sharper & Granite
California
$1.14M +$202K +2,433 +21%
JPLA
785
Joseph P. Lucia & Associates
New York
$1.14M +$78.2K +944 +7%
JAG
786
Journey Advisory Group
Kentucky
$1.14M -$189K -2,278 -14%
WAM
787
WNY Asset Management
New York
$1.14M -$8.61K -104 -0.7%
AIM
788
Astor Investment Management
Illinois
$1.14M +$10.3K +125 +0.9%
PTC
789
Private Trust Company
Ohio
$1.14M +$105K +1,263 +10%
WB
790
WesBanco Bank
West Virginia
$1.13M +$37.3K +450 +3%
PP
791
Patten & Patten
Tennessee
$1.13M +$167K +2,017 +17%
CWM
792
Chesapeake Wealth Management
Virginia
$1.12M -$3.89K -47 -0.3%
SWM
793
Stockman Wealth Management
Montana
$1.12M +$217K +2,621 +24%
PWG
794
Private Wealth Group
Florida
$1.11M -$39.4K -476 -3%
3LCM
795
3D/L Capital Management
Connecticut
$1.11M -$312K -3,763 -22%
PFGIA
796
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M +$109K +1,321 +11%
EWM
797
Executive Wealth Management
Michigan
$1.09M -$21K -253 -2%
MWPCG
798
Measured Wealth Private Client Group
New Hampshire
$1.09M +$204K +2,467 +23%
PAM
799
Palisade Asset Management
Minnesota
$1.09M – – –
Nomura Asset Management
800
Nomura Asset Management
Japan
$1.09M – – –
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