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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

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

Top Buyers

1
Barclays
Barclays
United Kingdom
+$419M
2
Goldman Sachs
Goldman Sachs
New York
+$209M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$129M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$103M
5
State Street
State Street
Massachusetts
+$81M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$313M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$303M
3
Bank of America
Bank of America
North Carolina
-$174M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$145M
5
Citadel Advisors
Citadel Advisors
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
826
Simon Quick Advisors
New Jersey
$553K +$548K +9,882 +11,764%
3LCM
827
3D/L Capital Management
Connecticut
$549K -$8.94K -161 -2%
JHCP
828
Jackson Hole Capital Partners
Oklahoma
$549K +$86.1K +1,553 +19%
BAM
829
Beaumont Asset Management
Texas
$548K +$266K +4,796 +94%
JWBC
830
J.W. Burns & Co
New York
$545K +$85.4K +1,537 +19%
H
831
HoyleCohen
California
$542K +$9.11K +164 +2%
IA
832
IFG Advisory
Georgia
$541K -$128K -2,301 -19%
SG
833
Somerset Group
Minnesota
$541K – – –
1IA
834
1834 Investment Advisors
Wisconsin
$539K +$1.39K +25 +0.3%
JF
835
JSF Financial
California
$539K +$45.6K +821 +9%
FPAS
836
Focus Partners Advisor Solutions
Missouri
$539K +$539K +9,708 New
SIAG
837
Safeguard Investment Advisory Group
California
$538K -$28.6K -516 -5%
TB
838
Treynor Bancshares
Iowa
$536K +$536K +9,653 New
MIM
839
Marco Investment Management
Georgia
$533K +$42.7K +770 +9%
LFAS
840
Level Four Advisory Services
Texas
$532K +$532K +9,588 New
ECG
841
EPIQ Capital Group
California
$523K +$6.6K +119 +1%
LCP
842
Legacy Capital Partners
Wisconsin
$522K +$139K +2,500 +36%
YIA
843
YHB Investment Advisors
Connecticut
$519K -$45.8K -825 -8%
MFG
844
Menard Financial Group
Texas
$519K +$9.65K +174 +2%
RWB
845
RMR Wealth Builders
New Jersey
$519K +$104K +1,867 +25%
WCG
846
Weaver Consulting Group
California
$516K +$56.2K +1,013 +12%
RIA
847
Realta Investment Advisors
Delaware
$513K +$30.4K +548 +6%
TCM
848
Towercrest Capital Management
Pennsylvania
$512K – – –
VPW
849
Vericrest Private Wealth
Pennsylvania
$512K +$512K +9,224 New
EHC
850
Everett Harris & Co
California
$509K +$22.2K +400 +5%
32 33
34
35 36