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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 %
BWM
1026
Birchcreek Wealth Management
Ohio
$586K +$6.05K +73 +1%
NEAM
1027
New England Asset Management
Connecticut
$586K – – –
PWPS
1028
Pinnacle Wealth Planning Services
Ohio
$586K – – –
PJSIMP
1029
P.J. Schmidt Investment Management (PJS)
Wisconsin
$586K +$170K +2,033 +41%
GWP
1030
Gateway Wealth Partners
Wisconsin
$585K -$18.8K -227 -3%
AWM
1031
Accurate Wealth Management
Florida
$584K +$74.5K +870 +15%
KFP
1032
KMG Fiduciary Partners
Ohio
$584K +$79.6K +961 +16%
AIP
1033
Ahrens Investment Partners
Louisiana
$584K +$326K +3,939 +127%
GAA
1034
Global Assets Advisory
Florida
$581K +$49.3K +570 +9%
PC
1035
Permanens Capital
New York
$580K +$580K +7,000 New
IA
1036
Insight Advisors
Pennsylvania
$579K -$67.4K -814 -10%
BWP
1037
Balboa Wealth Partners
Arizona
$576K +$34.1K +412 +6%
SVWAG
1038
Sound View Wealth Advisors Group
Georgia
$574K -$40.7K -491 -7%
DJYG
1039
David J. Yvars Group
Florida
$574K +$244K +2,945 +74%
JWA
1040
JFS Wealth Advisors
Pennsylvania
$570K +$9.77K +118 +2%
LL
1041
LPWM LLC
Minnesota
$570K – – –
WPW
1042
Watershed Private Wealth
Illinois
$570K – – –
9WM
1043
9258 Wealth Management
Ohio
$570K -$23.1K -279 -4%
GIA
1044
Guyasuta Investment Advisors
Pennsylvania
$569K +$31.5K +380 +6%
AIP
1045
ARS Investment Partners
New York
$569K -$71.8K -867 -11%
PWMAG
1046
Pinnacle Wealth Management Advisory Group
New Jersey
$568K +$15.9K +192 +3%
CT
1047
Chicago Trust
Illinois
$566K -$19.5K -236 -3%
PCA
1048
Peddock Capital Advisors
Massachusetts
$565K +$228K +2,758 +68%
RBCM
1049
Raub Brock Capital Management
California
$564K -$149K -1,800 -21%
LPAM
1050
Lodestar Private Asset Management
California
$564K +$414 +5 +0.1%
40 41
42
43 44