XLE icon

Energy Select Sector SPDR Fund

1,222 hedge funds and large institutions have $52.2B invested in Energy Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 514 increasing their positions, 435 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
-32
Holders Change %
-2.55%
% of All Funds
21.46%
Holding in Top 10
46
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.8%
% of All Funds
0.81%
New
130
Increased
514
Reduced
435
Closed
142
Calls
$6.3B
Puts
$5.78B
Net Calls
+$517M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
BOM
826
Bank of Marin
California
$418K +$58.2K +1,118 +16%
VM
827
VPR Management
Texas
$417K
BHIC
828
Bassett Hargrove Investment Counsel
Delaware
$417K
AWM
829
Altavista Wealth Management
North Carolina
$416K -$93.8K -1,800 -18%
Neuberger Berman Group
830
Neuberger Berman Group
New York
$414K +$112K +2,150 +37%
GC
831
Grace Capital
Massachusetts
$413K
SMC
832
Smith, Moore & Co
Missouri
$409K -$1.56M -30,008 -79%
9WM
833
9258 Wealth Management
Ohio
$409K -$116K -2,221 -22%
AFM
834
Andesa Financial Management
Pennsylvania
$407K -$423K -8,115 -51%
MAS
835
Managed Account Services
Florida
$407K -$68.1K -1,309 -14%
MFA
836
Mayflower Financial Advisors
Massachusetts
$406K +$43.3K +745 +12%
KCM
837
Kanawha Capital Management
Virginia
$400K -$16.7K -320 -4%
IFAM
838
Institutional & Family Asset Management
Colorado
$392K -$29.7K -570 -7%
IC
839
Iconiq Capital
California
$392K +$8.38K +161 +2%
WJA
840
Willis Johnson & Associates
Texas
$391K +$939 +18 +0.2%
PIA
841
Powell Investment Advisors
Florida
$391K +$1.51K +29 +0.4%
CP
842
Cumberland Partners
Ontario, Canada
$391K +$104K +2,000 +36%
CPO
843
Cerity Partners OCIO
New York
$391K +$145K +2,780 +59%
SL
844
Stevard LLC
Illinois
$390K -$14K -268 -3%
RWB
845
RMR Wealth Builders
New Jersey
$390K +$21.7K +417 +6%
FFG
846
Fortem Financial Group
California
$389K -$825K -15,850 -68%
PWMAG
847
Pinnacle Wealth Management Advisory Group
New Jersey
$388K -$336K -6,439 -46%
CT
848
Chicago Trust
Illinois
$387K +$44.3K +850 +13%
HVP
849
Hudson Value Partners
Florida
$386K
BOS
850
Bank of Stockton
California
$386K +$184K +3,538 +91%