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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,375 hedge funds and large institutions have $15.1B invested in Energy Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 573 increasing their positions, 392 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,375
Holders Change
+153
Holders Change %
+12.52%
% of All Funds
21.24%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
0.91%
New
277
Increased
573
Reduced
392
Closed
104
Calls
$4.35B
Puts
$5.75B
Net Calls
-$1.39B
Net Calls Change
-$1.91B

Top Buyers

1
Barclays
Barclays
United Kingdom
$575M
2
Goldman Sachs
Goldman Sachs
New York
$623M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$136M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$127M
5
State Street
State Street
Massachusetts
$81M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$92.6M
3
Bank of America
Bank of America
North Carolina
$2.43B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M
5
Citadel Advisors
Citadel Advisors
Florida
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
1051
Round Table Services
New Jersey
$270K +$36.9K +664 +16%
MIAS
1052
Mason Investment Advisory Services
Virginia
$268K +$268K +4,835 New
SIC
1053
Shoker Investment Counsel
Ohio
$268K -$33K -596 -11%
BFG
1054
Bouchey Financial Group
New York
$268K – – –
HGERS
1055
Householder Group Estate & Retirement Specialist
Arizona
$268K +$268K +4,824 New
DWP
1056
Destiny Wealth Partners
Florida
$268K +$268K +4,830 New
SVWAG
1057
Sound View Wealth Advisors Group
Georgia
$265K -$54.3K -977 -17%
SF
1058
Symphony Financial
Texas
$265K +$265K +4,609 New
CH
1059
Canton Hathaway
Rhode Island
$265K +$265K +4,773 New
PGAM
1060
Princeton Global Asset Management
New Jersey
$264K – – –
PWM
1061
PRW Wealth Management
Massachusetts
$264K +$40K +720 +18%
SFP
1062
Shepherd Financial Partners
Massachusetts
$263K +$1.44K +26 +0.6%
BAAM
1063
Baker Avenue Asset Management
California
$263K +$29.6K +532 +13%
SAM
1064
Secure Asset Management
Michigan
$263K +$263K +4,740 New
HCM
1065
Hengehold Capital Management
Ohio
$262K +$778 +14 +0.3%
NWM
1066
Northwest Wealth Management
Iowa
$261K +$111 +2 +0%
FCM
1067
Firestone Capital Management
Florida
$260K -$83.3K -1,498 -24%
LL
1068
LPWM LLC
Minnesota
$257K – – –
ATC
1069
Argent Trust Co
Tennessee
$257K +$3.33K +60 +1%
SCG
1070
Sonata Capital Group
Washington
$257K +$5.93K +107 +2%
IDA
1071
Intelligence Driven Advisers
California
$255K +$255K +3,903 New
ECG
1072
Edge Capital Group
Georgia
$253K -$499 -9 -0.2%
IWA
1073
Intercontinental Wealth Advisors
Texas
$253K +$253K +4,564 New
GFP
1074
Gryphon Financial Partners
Ohio
$252K +$27.1K +488 +12%
ISB
1075
Iowa State Bank
Iowa
$251K -$5.55K -100 -2%
41 42
43
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