XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

825 hedge funds and large institutions have $10.9B invested in Energy Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 326 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
-24
Holders Change %
-2.83%
% of All Funds
18.94%
Holding in Top 10
48
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.64%
% of All Funds
1.1%
New
102
Increased
297
Reduced
326
Closed
118
Calls
$1.73B
Puts
$1.77B
Net Calls
-$39.7M
Net Calls Change
-$242M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.44B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1,000M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$148M
4
SPC
4
Slate Path Capital
New York
$101M
5
Goldman Sachs
5
Goldman Sachs
New York
$343M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$328M
2
CS
2
Credit Suisse
Switzerland
$48.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$159M
4
AAM
4
Alphadyne Asset Management
New York
$0
5
Creative Planning
5
Creative Planning
Kansas
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
801
Trilogy Capital
California
$3K +$3K +50 New
AFNAS
802
American Financial Network Advisory Services
California
$2.14K -$45.9K -6,397 -96%
SWMG
803
Signature Wealth Management Group
Georgia
$2K -$10.1K -167 -84%
FCAS
804
First Command Advisory Services
Texas
$2K -$9.85K -64 -83%
FCFS
805
First Command Financial Services
Texas
$2K +$2K +13 New
SFA
806
Spectrum Financial Alliance
Kentucky
$2K +$2K +43 New
AIS
807
Accurate Investment Solutions
Pennsylvania
$1K – – –
MRCM
808
M&R Capital Management
New Jersey
$1K – – –
PS
809
Portfolio Strategies
New York
$1K – – –
BWL
810
Bogart Wealth LLC
Virginia
$1K – – –
ACM
811
Armbruster Capital Management
New York
$1K – – –
SIS
812
Sound Income Strategies
Florida
$1K – – –
ML
813
McAdam LLC
Pennsylvania
$1K +$1K +8 New
AWM
814
AllSquare Wealth Management
New York
$1K +$1K +10 New
PCM
815
Poehling Capital Management
Wisconsin
$1K +$1K +15 New
SWA
816
Sutton Wealth Advisors
Florida
$674 +$674 +10 New
QCMA
817
Quad Capital Management Advisors
New York
$539 +$539 +8,000 New
OTC
818
Opera Trading Capital
France
$351 – – –
FA
819
Fagan Associates
New York
$239 -$46 -684 -16%
ED
820
Exane Derivatives
France
$66 – – –
AAM
821
Alphadyne Asset Management
New York
– -$77.5M -1,073,079 Closed
GPC
822
Glen Point Capital
United Kingdom
– -$51.3M -710,000 Closed
SCM
823
Steadfast Capital Management
New York
– -$43.4M -600,000 Closed
CA
824
Cambridge Associates
Massachusetts
– -$37.9M -523,860 Closed
MB
825
Mizuho Bank
Japan
– -$32.5M -450,000 Closed
31 32
33
34 35