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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 %
CW
876
Channel Wealth
California
$915K +$915K +11,042 New
APW
877
Aurora Private Wealth
New Jersey
$910K +$5.8K +70 +0.6%
PBC
878
Pavion Blue Capital
California
$909K -$204K -2,458 -18%
MFG
879
Midwest Financial Group
Kansas
$906K +$906K +10,935 New
GIM
880
Goelzer Investment Management
Indiana
$903K +$35K +423 +4%
EWM
881
Edge Wealth Management
New York
$903K +$16.6K +200 +2%
BMWM
882
Brown Miller Wealth Management
Virginia
$899K +$13.3K +160 +1%
VFPI
883
Vantage Financial Partners (Illinois)
Illinois
$896K -$107K -1,295 -11%
IP
884
Investment Partners
Ohio
$895K -$17.3K -209 -2%
CPA
885
Court Place Advisors
Maryland
$887K -$16.6K -200 -2%
KFA
886
Kelleher Financial Advisors
New York
$883K +$248K +3,000 +39%
TPWA
887
TRUE Private Wealth Advisors
Oregon
$882K -$91.3K -1,102 -9%
WWM
888
WJ Wealth Management
Arizona
$882K -$8.03M -96,926 -90%
WA
889
Wealthstar Advisors
Texas
$882K +$16K +193 +2%
AWS
890
AJ Wealth Strategies
New York
$880K +$52.1K +629 +6%
SQA
891
Simon Quick Advisors
New Jersey
$880K +$8.86K +107 +1%
WIM
892
Westside Investment Management
California
$877K +$15.4K +186 +2%
FIM
893
Freedom Investment Management
Connecticut
$876K +$876K +10,577 New
SS
894
Sunbelt Securities
Texas
$871K -$6.33K -77 -0.7%
MAM
895
MMA Asset Management
Pennsylvania
$869K +$27K +326 +3%
CFG
896
Citizens Financial Group
Rhode Island
$864K -$78.3K -945 -8%
RW
897
REDW Wealth
New Mexico
$863K -$24.8K -300 -3%
BCA
898
Bay Colony Advisors
Massachusetts
$860K +$83.2K +1,011 +11%
DI
899
Diligent Investors
California
$859K – – –
CHJWM
900
Carlton Hofferkamp & Jenks Wealth Management
Texas
$859K +$159 +2 +0%
34 35
36
37 38