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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.47%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$306M
2
Millennium Management
Millennium Management
New York
+$274M
3
MMH
Menora Mivtachim Holdings
Israel
+$207M
4
SGDR
SPX Gestao de Recursos
Brazil
+$200M
5
Citadel Advisors
Citadel Advisors
Florida
+$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384M
2
Citigroup
Citigroup
New York
-$323M
3
Morgan Stanley
Morgan Stanley
New York
-$208M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$176M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
826
Cozad Asset Management
Illinois
$1.01M +$335K +4,046 +50%
SAM
827
Smithbridge Asset Management
Pennsylvania
$1.01M -$224K -2,702 -18%
CFS
828
CRA Financial Services
New Jersey
$1M +$159K +1,921 +19%
DWMG
829
DB Wealth Management Group
California
$1M +$11.2K +135 +1%
PAMS
830
Pictet Asset Management (Switzerland)
Switzerland
$1M -$1.03M -12,401 -51%
PPW
831
Parcion Private Wealth
Washington
$1M -$27.4K -331 -3%
NHC
832
Nicholas Hoffman & Company
Georgia
$1M +$414 +5 +0%
DWM
833
Denver Wealth Management
Colorado
$1,000K -$287K -3,464 -22%
OPWM
834
Oxinas Partners Wealth Management
Indiana
$999K +$101K +1,216 +11%
GECH
835
Garnet Equity Capital Holdings
New York
$994K +$994K +12,000 New
SG
836
Somerset Group
Minnesota
$994K – – –
SWMP
837
Signature Wealth Management Partners
New Jersey
$993K -$75.5K -912 -7%
HTC
838
Haverford Trust Company
Pennsylvania
$993K -$10.8K -130 -1%
EPA
839
Element Pointe Advisors
Florida
$991K – – –
Verition Fund Management
840
Verition Fund Management
Connecticut
$991K -$4.92M -59,445 -83%
SIC
841
Salem Investment Counselors
North Carolina
$988K +$49K +592 +5%
QFA
842
Quattro Financial Advisors
Texas
$987K -$222K -2,678 -18%
PWM
843
PRW Wealth Management
Massachusetts
$987K -$8.89M -104,403 -90%
CAL
844
Capital Analysts LLC
Pennsylvania
$985K -$1.38M -16,722 -58%
MC
845
Moors & Cabot
Massachusetts
$984K -$84.4K -1,019 -8%
WHCI
846
W.H. Cornerstone Investments
Massachusetts
$982K -$83.3K -1,005 -8%
SRSA
847
S.R. Schill & Associates
Washington
$982K +$25K +302 +3%
HAS
848
HBW Advisory Services
California
$980K -$359K -4,337 -27%
CGFA
849
Colton Groome Financial Advisors
North Carolina
$979K -$878K -10,602 -47%
SA
850
Strategic Advisors
New York
$978K +$4.47K +54 +0.5%
32 33
34
35 36