XLE icon

Energy Select Sector SPDR Fund

1,804 hedge funds and large institutions have $22.5B invested in Energy Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 691 increasing their positions, 727 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+36
Holders Change %
+2.04%
% of All Funds
26.15%
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.25%
New
194
Increased
691
Reduced
727
Closed
133
Calls
$5.01B
Puts
$9.03B
Net Calls
-$4.02B
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
1126
North Star Investment Management
Illinois
$595K +$233K +2,472 +64%
IFS
1127
Ifrah Financial Services
Arkansas
$595K +$11.1K +118 +2%
QT
1128
Quantbot Technologies
New York
$595K -$2.11M -22,379 -78%
AIFAIM
1129
American Institute for Advanced Investment Management
Arizona
$595K +$944 +10 +0.2%
IVP
1130
Intrinsic Value Partners
Arizona
$595K +$595K +6,300 New
HC
1131
Hara Capital
Washington
$595K +$317K +3,357 +114%
NG
1132
Norden Group
Utah
$594K +$594K +6,295 New
9WM
1133
9258 Wealth Management
Ohio
$593K
CT
1134
Chicago Trust
Illinois
$592K +$1.51K +16 +0.3%
TWA
1135
Tandem Wealth Advisors
Arizona
$591K -$156K -1,653 -21%
ST
1136
Sageworth Trust
Pennsylvania
$590K
NGA
1137
Naples Global Advisors
Florida
$590K +$57.2K +606 +11%
PMG
1138
ProVise Management Group
Florida
$588K -$111K -1,179 -16%
CICC
1139
Capital Investment Counsel (Colorado)
Colorado
$585K -$21.1K -223 -3%
SW
1140
SVB Wealth
Massachusetts
$584K -$80.2K -849 -12%
FMN
1141
Financial Management Network
California
$581K -$46.9K -483 -7%
CPG
1142
Cornerstone Planning Group
New Jersey
$580K +$17.1K +185 +3%
SAM
1143
Seelaus Asset Management
New Jersey
$580K +$23.1K +245 +4%
HA
1144
Hanover Advisors
South Carolina
$578K +$82.5K +874 +17%
FNBOH
1145
First National Bank of Hutchinson
Kansas
$578K +$28.8K +305 +5%
RWA
1146
Redhawk Wealth Advisors
Minnesota
$577K -$664K -7,030 -53%
SSWM
1147
Strait & Sound Wealth Management
California
$575K -$12.1K -124 -2%
ATC
1148
Adirondack Trust Company
New York
$574K +$120K +1,270 +26%
IFAM
1149
Institutional & Family Asset Management
Colorado
$574K
NRS
1150
Neville Rodie & Shaw
New York
$574K