XLE icon

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 %
HCMT
1001
Highland Capital Management (Tennessee)
Tennessee
$641K +$12.4K +150 +2%
PI
1002
PFG Investments
New York
$639K +$639K +7,712 New
SC
1003
Solstein Capital
California
$638K -$52.3K -632 -8%
BCM
1004
Brainard Capital Management
Texas
$631K +$83 +1 +0%
HVP
1005
Hudson Value Partners
Florida
$631K +$25K +302 +4%
VNB
1006
Virginia National Bank
Virginia
$630K +$5.96K +72 +1%
CBT
1007
Central Bank & Trust
Kentucky
$630K -$220K -2,656 -26%
WAM
1008
Wakefield Asset Management
Colorado
$621K +$621K +7,496 New
BDWCC
1009
B&D White Capital Company
Texas
$620K -$5.58M -67,365 -90%
FMWA
1010
Forvis Mazars Wealth Advisors
Missouri
$617K +$15.1K +182 +3%
LMKC
1011
L.M. Kohn & Company
Ohio
$617K +$1.33K +16 +0.2%
LWP
1012
Lumature Wealth Partners
Georgia
$616K -$10.4K -126 -2%
AWM
1013
Angeles Wealth Management
California
$616K +$373K +4,500 +153%
FMN
1014
Financial Management Network
California
$616K -$33.5K -394 -5%
RC
1015
Rovin Capital
Arizona
$615K +$154K +1,863 +33%
OCM
1016
Objective Capital Management
Ohio
$614K +$17.9K +216 +3%
LOIP
1017
Live Oak Investment Partners
Texas
$612K -$635K – –
SIA
1018
Strategic Investment Advisors
Michigan
$610K +$285K +3,444 +88%
LSIA
1019
LaSalle St. Investment Advisors
Illinois
$610K -$1.57K -19 -0.3%
WJWM
1020
Williams Jones Wealth Management
New York
$609K +$107K +1,291 +21%
PMG
1021
ProVise Management Group
Florida
$607K -$968K -11,689 -61%
TCWM
1022
Total Clarity Wealth Management
Illinois
$607K +$139K +1,679 +30%
BFIC
1023
Bedell Frazier Investment Counselling
California
$602K -$35.2K -425 -6%
WCM
1024
WealthBridge Capital Management
Ohio
$601K +$84K +1,014 +16%
GCA
1025
Greenwood Capital Associates
South Carolina
$592K -$18K -217 -3%
39 40
41
42 43