XLE icon

Energy Select Sector SPDR Fund

1,375 hedge funds and large institutions have $15.1B invested in Energy Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 573 increasing their positions, 392 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,375
Holders Change
+153
Holders Change %
+12.52%
% of All Funds
21.24%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
0.91%
New
277
Increased
573
Reduced
392
Closed
104
Calls
$4.35B
Puts
$5.75B
Net Calls
-$1.39B
Net Calls Change
-$1.91B
Name Holding Trade Value Shares
Change
Shares
Change %
B
801
Bailard
California
$585K -$475K -8,572 -45%
MAM
802
MMA Asset Management
Pennsylvania
$583K -$5.55K -100 -0.9%
NB
803
NBT Bank
New York
$579K -$3.55K -64 -0.6%
PP
804
Patten & Patten
Tennessee
$579K +$22.3K +401 +4%
JWA
805
JFS Wealth Advisors
Pennsylvania
$577K +$13.9K +250 +2%
FT
806
Fiduciary Trust
Massachusetts
$577K +$85.4K +1,540 +17%
ACA
807
Atlas Capital Advisors
Wyoming
$575K +$233K +4,197 +68%
PG
808
Proffitt & Goodson
Tennessee
$573K -$10.4K -187 -2%
KP
809
Keel Point
Alabama
$572K +$572K +10,306 New
CHJWM
810
Carlton Hofferkamp & Jenks Wealth Management
Texas
$569K +$7.12K +109 +1%
WG
811
Welch Group
Alabama
$569K +$256K +4,605 +82%
AWM
812
Aberdeen Wealth Management
Illinois
$566K -$13.9K -250 -2%
MSAGDF
813
Moneda SA Administradora General de Fondos
Chile
$564K
FPCP
814
Fort Point Capital Partners
California
$563K +$43.9K +790 +8%
VCA
815
Verdence Capital Advisors
Maryland
$562K +$5.94K +107 +1%
LWP
816
Lumature Wealth Partners
Georgia
$560K +$2.55K +46 +0.5%
MAG
817
Mayfair Advisory Group
Alabama
$560K +$16.6K +280 +3%
PPP
818
Private Portfolio Partners
New Jersey
$560K +$157K +2,823 +39%
NC
819
NBW Capital
Massachusetts
$559K +$5.71K +103 +1%
AFG
820
Alterity Financial Group
Maine
$558K +$558K +10,047 New
HIA
821
Harbor Investment Advisory
Maryland
$556K +$71.5K +1,287 +15%
TFCP
822
Twin Focus Capital Partners
Massachusetts
$555K -$1.78K -32 -0.3%
AWS
823
AJ Wealth Strategies
New York
$555K
BFA
824
Beacon Financial Advisory
Ohio
$555K +$53K +955 +11%
PA
825
Procyon Advisors
Connecticut
$553K +$59.7K +1,076 +12%