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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.11%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$273M
2
Bank of America
Bank of America
North Carolina
+$195M
3
Barclays
Barclays
United Kingdom
+$180M
4
CI
Clal Insurance
Israel
+$157M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$195M
2
Fidelity International
Fidelity International
Bermuda
-$129M
3
RCM
Rokos Capital Management
United Kingdom
-$120M
4
State Street
State Street
Massachusetts
-$108M
5
Charles Schwab
Charles Schwab
California
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
1076
Signet Financial Management
New Jersey
$548K +$30.1K +343 +6%
AWM
1077
Aries Wealth Management
Maine
$547K +$16.7K +190 +3%
TW
1078
Towerpoint Wealth
California
$546K – – –
CT
1079
Chicago Trust
Illinois
$546K -$4.39K -50 -0.8%
RIA
1080
RPG Investment Advisory
California
$546K -$31.8K -362 -6%
LSPW
1081
Lake Street Private Wealth
Illinois
$544K -$1.11M -12,646 -67%
BJL
1082
Brighton Jones LLC
Washington
$543K -$243K -2,771 -31%
OBWG
1083
Onyx Bridge Wealth Group
New York
$542K -$9.84M -112,059 -95%
DFCM
1084
Dark Forest Capital Management
Puerto Rico
$542K -$331K -3,767 -38%
FMN
1085
Financial Management Network
California
$540K +$2.24K +24 +0.4%
FNBOH
1086
First National Bank of Hutchinson
Kansas
$538K – – –
SAM
1087
Sequent Asset Management
Texas
$538K – – –
PT
1088
Plimoth Trust
Massachusetts
$535K +$82.2K +936 +18%
SMA
1089
Sage Mountain Advisors
Georgia
$534K – – –
FFWA
1090
FRG Family Wealth Advisors
Washington
$534K +$15.8K +180 +3%
AIFAIM
1091
American Institute for Advanced Investment Management
Arizona
$533K -$55.3K -630 -9%
TWM
1092
Tradition Wealth Management
Minnesota
$532K +$28.5K +325 +6%
BFA
1093
Beaumont Financial Advisors
Massachusetts
$532K -$99.7K -1,135 -16%
BWM
1094
Birchcreek Wealth Management
Ohio
$531K -$511K -5,818 -49%
PAG
1095
Private Advisory Group
Washington
$527K -$6.85K -78 -1%
BCM
1096
Bayesian Capital Management
New York
$527K +$40.8K +465 +8%
SFFS
1097
Stonehage Fleming Financial Services
Jersey
$527K +$101K +1,153 +24%
EGA
1098
Eagle Global Advisors
Texas
$525K -$12.3K -140 -2%
NGA
1099
Naples Global Advisors
Florida
$525K +$8.78K +100 +2%
SSWM
1100
Strait & Sound Wealth Management
California
$523K -$2.11K -24 -0.4%
42 43
44
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