XLE icon

Energy Select Sector SPDR Fund

1,222 hedge funds and large institutions have $52.2B invested in Energy Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 514 increasing their positions, 435 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
-32
Holders Change %
-2.55%
% of All Funds
21.46%
Holding in Top 10
46
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.8%
% of All Funds
0.81%
New
130
Increased
514
Reduced
435
Closed
142
Calls
$6.3B
Puts
$5.78B
Net Calls
+$517M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
ERWM
1001
Elk River Wealth Management
Colorado
$218K
GWA
1002
GGM Wealth Advisors
Maryland
$218K +$218K +3,709 New
BAAM
1003
Baker Avenue Asset Management
California
$218K +$218K +4,202 New
SSWM
1004
Smith Salley Wealth Management
North Carolina
$217K +$217K +4,169 New
MCA
1005
Magnolia Capital Advisors
Mississippi
$216K +$216K +4,160 New
PMAM
1006
Picton Mahoney Asset Management
Ontario, Canada
$214K
NAS
1007
Nicolet Advisory Services
Wisconsin
$213K +$417 +8 +0.2%
XF
1008
XML Financial
Maryland
$212K -$5.05K -97 -2%
BMCM
1009
Bryn Mawr Capital Management
Pennsylvania
$212K
RF
1010
RHS Financial
California
$212K +$212K +4,076 New
CRCM
1011
Corbett Road Capital Management
Virginia
$211K -$42.2K -808 -17%
BAM
1012
Brave Asset Management
New Jersey
$211K
GFP
1013
Gryphon Financial Partners
Ohio
$211K +$211K +4,051 New
PWM
1014
PRW Wealth Management
Massachusetts
$210K +$210K +4,032 New
BFM
1015
Boothbay Fund Management
New York
$206K +$206K +3,958 New
KFI
1016
Key Financial Inc
Pennsylvania
$204K
VWM
1017
Valley Wealth Managers
New Jersey
$204K
GW
1018
GW & Wade
Massachusetts
$203K +$203K +3,902 New
FNBT
1019
FineMark National Bank & Trust
Florida
$202K -$32.7K -628 -14%
AF
1020
Apexium Financial
Texas
$202K -$260 -5 -0.1%
APP
1021
Avantax Planning Partners
Iowa
$201K -$182K -3,480 -47%
AA
1022
AlphaCentric Advisors
Puerto Rico
$195K +$19K +364 +11%
CFN
1023
Cordasco Financial Network
Florida
$195K +$22.4K +431 +13%
HCM
1024
Horrell Capital Management
Arkansas
$193K +$1.83K +35 +1%
CWM
1025
Cedar Wealth Management
California
$189K +$123K +2,350 +184%