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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 %
WFAG
976
Worth Financial Advisory Group
North Carolina
$710K +$122K +1,469 +21%
APIM
977
Agate Pass Investment Management
Washington
$709K +$44.4K +536 +7%
Sumitomo Mitsui Trust Group
978
Sumitomo Mitsui Trust Group
Japan
$706K -$530K -6,400 -43%
CWM
979
C2C Wealth Management
Arizona
$706K +$54.9K +635 +8%
AR
980
Advisory Research
Illinois
$691K -$12.1K -146 -2%
NB
981
Northwest Bancshares
Pennsylvania
$686K -$83.8K -1,012 -11%
BFA
982
Beacon Financial Advisory
Ohio
$684K -$8.28K -100 -1%
BBA
983
BLB&B Advisors
Pennsylvania
$681K +$61.3K +740 +10%
AC
984
AWM Capital
Arizona
$678K +$678K +8,190 New
BIA
985
Benchmark Investment Advisors
Illinois
$677K -$161K -1,939 -19%
GWM
986
Greenwich Wealth Management
Connecticut
$669K -$323K -3,900 -33%
HGERS
987
Householder Group Estate & Retirement Specialist
Arizona
$669K +$669K +8,076 New
SBIA
988
Sheaff Brock Investment Advisors
Indiana
$667K -$24.9K -300 -4%
RG
989
Retirement Group
California
$665K +$91.9K +1,109 +16%
GGS
990
Galvin Gaustad & Stein
Arizona
$664K +$12.4K +150 +2%
VM
991
VPR Management
Texas
$663K – – –
AFM
992
Andesa Financial Management
Pennsylvania
$663K +$288K +6,950 +77%
IC
993
Iconiq Capital
California
$661K – – –
WP
994
WealthPLAN Partners
Nebraska
$658K -$37.4K -451 -5%
EC
995
Estate Counselors
Wisconsin
$654K +$113K +1,360 +21%
ST
996
Spinnaker Trust
Maine
$648K – – –
KIA
997
Knollwood Investment Advisory
Maryland
$648K – – –
KCM
998
Kanawha Capital Management
Virginia
$646K +$4.14K +50 +0.6%
CB
999
Cadence Bank
Mississippi
$645K +$645K +7,782 New
QPWM
1000
Quadrant Private Wealth Management
Pennsylvania
$642K -$94.7K -1,143 -13%
38 39
40
41 42