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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.92%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.31B
2
Bank of America
Bank of America
North Carolina
+$131M
3
Jane Street
Jane Street
New York
+$125M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$108M
5
Fidelity International
Fidelity International
Bermuda
+$92.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$227M
2
QFA
Quattro Financial Advisors
Texas
-$120M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$101M
4
Charles Schwab
Charles Schwab
California
-$98M
5
UBS Group
UBS Group
Switzerland
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
876
Capital Investment Advisory Services
North Carolina
$1.02M +$125K +1,488 +14%
WHCI
877
W.H. Cornerstone Investments
Massachusetts
$1.02M +$671 +8 +0.1%
SF
878
Symphony Financial
Texas
$1.01M +$46.4K +574 +5%
PFT
879
Providence First Trust
Arizona
$1.01M -$15.8K -189 -2%
WPC
880
White Pine Capital
Minnesota
$1.01M -$99.4K -1,185 -9%
PPW
881
Parcion Private Wealth
Washington
$1.01M -$49.3K -588 -5%
DWG
882
Darden Wealth Group
Michigan
$1.01M +$1.01M +12,063 New
OSAM
883
O'Shaughnessy Asset Management
Connecticut
$1.01M +$162K +1,935 +19%
Betterment LLC
884
Betterment LLC
New York
$1.01M -$17.3K -206 -2%
LRPA
885
L. Roy Papp & Associates
Arizona
$1.01M -$4.61K -55 -0.5%
CIA
886
Cladis Investment Advisory
Montana
$1.01M +$162K +1,935 +19%
CWM
887
Collaborative Wealth Management
Florida
$1.01M +$345K +4,116 +52%
MAG
888
Mayfair Advisory Group
Alabama
$1M -$70.8K -836 -7%
EFS
889
Essex Financial Services
Connecticut
$1M -$77.1K -919 -7%
First Manhattan
890
First Manhattan
New York
$1M -$2.52K -30 -0.3%
DACS
891
Dymon Asia Capital (Singapore)
Singapore
$998K +$998K +11,900 New
TSWM
892
Tyler-Stone Wealth Management
Ohio
$997K -$4.78K -57 -0.5%
LA
893
Lifeworks Advisors
Michigan
$979K -$17.4K -208 -2%
AF
894
Apollon Financial
South Carolina
$978K +$978K +11,667 New
YDMI
895
Y.D. More Investments
Israel
$978K -$354K -4,223 -27%
PFGIA
896
Patriot Financial Group Insurance Agency
Massachusetts
$977K -$190K -2,263 -16%
Capstone Investment Advisors
897
Capstone Investment Advisors
New York
$973K -$1.82M -21,674 -65%
BEI
898
Benjamin Edwards Inc
Missouri
$968K -$354K -4,217 -27%
SFP
899
Sandbox Financial Partners
Maryland
$967K -$104K -1,244 -10%
TIAA Trust, National Association
900
TIAA Trust, National Association
North Carolina
$965K +$84.1K +1,003 +10%
34 35
36
37 38