XLE icon

Energy Select Sector SPDR Fund

1,611 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 575 increasing their positions, 726 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-43
Holders Change %
-2.6%
% of All Funds
25.41%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
1.23%
New
124
Increased
575
Reduced
726
Closed
149
Calls
$3.73B
Puts
$5.95B
Net Calls
-$2.22B
Net Calls Change
+$1.31B
Name Holding Trade Value Shares
Change
Shares
Change %
JAG
776
Journey Advisory Group
Kentucky
$1.07M -$47.2K -582 -4%
DCM
777
Disciplina Capital Management
Tennessee
$1.07M -$2.21M -27,270 -67%
PAM
778
Palisade Asset Management
Minnesota
$1.07M
Nomura Asset Management
779
Nomura Asset Management
Japan
$1.06M
SC
780
Sierra Capital
Florida
$1.06M
PWG
781
Private Wealth Group
Florida
$1.05M -$32.9K -405 -3%
RA
782
RFG Advisory
Alabama
$1.05M -$1.43M -17,677 -58%
B
783
Bailard
California
$1.05M -$82.4K -1,015 -7%
HAS
784
HBW Advisory Services
California
$1.05M +$89.6K +1,104 +9%
FWP
785
FAS Wealth Partners
Kansas
$1.04M -$428K -5,268 -29%
BIM
786
Bridgecreek Investment Management
Oklahoma
$1.03M -$203K -2,500 -16%
SF
787
Symphony Financial
Texas
$1.03M +$3.95K +49 +0.4%
HTC
788
Haverford Trust Company
Pennsylvania
$1.03M +$52.3K +644 +5%
SAM
789
Strategy Asset Managers
California
$1.02M -$175K -2,150 -15%
SQA
790
Simon Quick Advisors
New Jersey
$1.02M +$156K +1,922 +18%
WAM
791
WNY Asset Management
New York
$1.02M -$102K -1,257 -9%
WWM
792
Windsor Wealth Management
Indiana
$1.01M +$22.5K +277 +2%
SWA
793
Sax Wealth Advisors
New Jersey
$1.01M +$1.54K +19 +0.2%
EWM
794
Executive Wealth Management
Michigan
$1.01M -$60.9K -750 -6%
SRSA
795
S.R. Schill & Associates
Washington
$1.01M +$46.4K +572 +5%
WCM
796
Windsor Capital Management
Arizona
$1.01M -$10.3K -127 -1%
MPW
797
MGO Private Wealth
California
$1.01M +$71.1K +876 +8%
SIC
798
Salem Investment Counselors
North Carolina
$1M +$35.6K +438 +4%
CFA
799
Cahill Financial Advisors
Minnesota
$1M +$643K +7,922 +179%
SW
800
Solidarity Wealth
Utah
$1M -$1.01M -12,400 -50%