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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

888 hedge funds and large institutions have $6.88B invested in Energy Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 281 increasing their positions, 303 reducing their positions, and 80 closing their positions.

Holders
888
Holders Change
+126
Holders Change %
+16.54%
% of All Funds
17.54%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.59%
New
216
Increased
281
Reduced
303
Closed
80
Calls
$2.13B
Puts
$3.68B
Net Calls
-$1.54B
Net Calls Change
-$928M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$126M
2
PP
2
Paloma Partners
Connecticut
$105M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$141M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$54M
5
SG
5
SCHF (GPE)
Wyoming
$39.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
2
Morgan Stanley
New York
$441M
3
Citigroup
3
Citigroup
New York
$76.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$133M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$62.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
851
BerganKDV Wealth Management
Minnesota
$7K 109 – –
DAM
852
Delta Asset Management
Tennessee
$7K 113 +10 +10%
FCH
853
Freestone Capital Holdings
Washington
$6.45K 107,379 -90,366 -46%
SIAP
854
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K 100 -137 -58%
SIM
855
Sonora Investment Management
Arizona
$6K 100 – –
1NWS
856
1 North Wealth Services
Maryland
$6K 103 – –
SMFS
857
Squar Milner Financial Services
California
$6K 112 +112 New
WQ
858
Wealth Quarterback
New Jersey
$5.16K 7,195 +7,195 New
QAM
859
QCI Asset Management
New York
$5K 75 – –
TFA
860
Transamerica Financial Advisors
Florida
$5K 70 +6 +9%
PP
861
Pacifica Partners
Canada
$5K 90 +90 New
TIM
862
Tortoise Investment Management
New York
$4K 65 – –
IWP
863
IAG Wealth Partners
Wisconsin
$4K 60 +60 New
AP
864
Arlington Partners
Alabama
$4K 61 +61 New
BAM
865
Bellevue Asset Management
Washington
$4K 72 +72 New
HWM
866
HighMark Wealth Management
Minnesota
$4K 78 +78 New
WP
867
WealthShield Partners
North Carolina
$3K 45 – –
CWM
868
Cedar Wealth Management
California
$3K 50 – –
FMP
869
Financial Management Professionals
Texas
$3K 55 +55 New
CWA
870
Core Wealth Advisors
Florida
$3K 55 +55 New
GTAM
871
Global Trust Asset Management
Florida
$2K 40 -2,814 -99%
MWC
872
MBM Wealth Consultants
Missouri
$2K 40 -21 -34%
LWA
873
Lenox Wealth Advisors
New York
$2K 25 – –
VCM
874
Versant Capital Management
Arizona
$2K 42 – –
LPWM
875
Lake Point Wealth Management
Texas
$2K 34 +34 New
33 34
35
36 37