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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 %
RFO
1051
RiverGlades Family Offices
Florida
$563K -$18.2K -220 -3%
ACM
1052
Ashford Capital Management
Delaware
$558K +$558K +6,740 New
AFS
1053
AFG Fiduciary Services
Massachusetts
$558K -$2.2M -26,610 -80%
BOM
1054
Bank of Marin
California
$555K -$31.3K -378 -5%
BFA
1055
Beaumont Financial Advisors
Massachusetts
$545K +$28.8K +348 +6%
AIFAIM
1056
American Institute for Advanced Investment Management
Arizona
$544K +$10.4K +125 +2%
PCMF
1057
Private Capital Management (Florida)
Florida
$542K +$220K +2,657 +68%
AF
1058
Advisornet Financial
Minnesota
$538K -$2.19M -26,409 -80%
MCA
1059
MSH Capital Advisors
Arizona
$538K -$84K -1,014 -14%
FNBOH
1060
First National Bank of Hutchinson
Kansas
$534K -$414 -5 -0.1%
EHC
1061
Everett Harris & Co
California
$532K -$82.8K -1,000 -13%
IFS
1062
Ifrah Financial Services
Arkansas
$531K -$14.6K -176 -3%
OMC
1063
Overbrook Management Corp
New York
$530K -$190K -2,290 -26%
BAM
1064
Berkshire Asset Management
Pennsylvania
$528K +$64.1K +774 +14%
LC
1065
Lindbrook Capital
California
$526K -$13.9K -168 -3%
CA
1066
Clearstead Advisors
Ohio
$524K -$12.9K -156 -2%
ACA
1067
Aptus Capital Advisors
Alabama
$523K -$2.66M -32,126 -84%
FFWA
1068
FRG Family Wealth Advisors
Washington
$522K – – –
ST
1069
Sageworth Trust
Pennsylvania
$518K – – –
P
1070
&Partners
Tennessee
$517K +$745 +9 +0.1%
LB
1071
Leo Brokerage
Texas
$517K +$517K +6,242 New
OLVIG
1072
Oliver Lagore Vanvalin Investment Group
Michigan
$516K -$3.03M -36,597 -85%
IFAM
1073
Institutional & Family Asset Management
Colorado
$512K -$33.7K -407 -6%
SIC
1074
Sterling Investment Counsel
New York
$512K +$190K +2,297 +59%
FFG
1075
Frisch Financial Group
New York
$511K +$29.9K +361 +6%
41 42
43
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