XLE icon

Energy Select Sector SPDR Fund

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.92%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
1126
Berger Financial Group
Minnesota
$547K +$42.8K +510 +8%
CWM
1127
Comprehensive Wealth Management
Washington
$547K -$24.6K -294 -4%
RIA
1128
RPG Investment Advisory
California
$544K +$1.68K +20 +0.3%
SDH
1129
Sloy Dahl & Holst
Washington
$541K +$30.6K +365 +6%
IHL
1130
Investment House LLC
California
$539K +$539K +6,423 New
CICC
1131
Capital Investment Counsel (Colorado)
Colorado
$538K +$538K +6,421 New
EHC
1132
Everett Harris & Co
California
$538K
HSA
1133
HBK Sorce Advisory
Pennsylvania
$535K -$30.4K -362 -5%
BAM
1134
Berkshire Asset Management
Pennsylvania
$534K
WSTAM
1135
Wilbanks Smith & Thomas Asset Management
Virginia
$533K +$34.5K +412 +7%
RW
1136
REDW Wealth
New Mexico
$533K +$73.2K +873 +16%
PIWA
1137
Prevail Innovative Wealth Advisors
Kansas
$532K +$532K +6,340 New
UFF
1138
USA Financial Formulas
Michigan
$530K +$403K +4,807 +317%
AIFAIM
1139
American Institute for Advanced Investment Management
Arizona
$527K
CLOS
1140
Compagnie Lombard Odier SCmA
Switzerland
$527K +$376K +4,490 +249%
9WM
1141
9258 Wealth Management
Ohio
$527K -$22.8K -272 -4%
HCP
1142
Hexagon Capital Partners
Arkansas
$525K -$1.59K -19 -0.3%
RC
1143
Rovin Capital
Arizona
$525K -$12K -143 -2%
CT
1144
Chicago Trust
Illinois
$525K -$4.19K -50 -0.8%
ST
1145
Sageworth Trust
Pennsylvania
$524K
SFWA
1146
Summit Financial Wealth Advisors
Louisiana
$523K +$39.2K +468 +8%
GFA
1147
Gallagher Fiduciary Advisors
Illinois
$520K -$7.88K -94 -1%
CAIMH
1148
Central Asset Investments & Management Holdings
Hong Kong
$520K +$252K +3,000 +94%
QWP
1149
Quotient Wealth Partners
Texas
$519K +$519K +6,190 New
IFS
1150
Ifrah Financial Services
Arkansas
$519K -$25.7K -307 -5%