XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,793 hedge funds and large institutions have $21.8B invested in Energy Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 749 increasing their positions, 669 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
26.08%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
1.09%
New
152
Increased
749
Reduced
669
Closed
134
Calls
$4.22B
Puts
$6.78B
Net Calls
-$2.56B
Net Calls Change
+$1.45B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$185M
2
Morgan Stanley
Morgan Stanley
New York
+$175M
3
Bank of America
Bank of America
North Carolina
+$170M
4
Wells Fargo
Wells Fargo
California
+$160M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$144M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$278M
2
Citadel Advisors
Citadel Advisors
Florida
-$121M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$99.7M
4
Goldman Sachs
Goldman Sachs
New York
-$92.7M
5
Simplex Trading
Simplex Trading
Illinois
-$92.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
1126
9258 Wealth Management
Ohio
$574K +$1.28K +14 +0.2%
RC
1127
Rovin Capital
Arizona
$573K +$23.8K +261 +4%
CT
1128
Chicago Trust
Illinois
$572K – – –
ST
1129
Sageworth Trust
Pennsylvania
$570K – – –
TW
1130
Towerpoint Wealth
California
$567K -$22.5K -247 -4%
TWA
1131
Tandem Wealth Advisors
Arizona
$566K -$4.74K -52 -0.8%
WCA
1132
Westover Capital Advisors
Delaware
$565K +$565K +6,200 New
IFS
1133
Ifrah Financial Services
Arkansas
$564K -$10.9K -120 -2%
EMAM
1134
Encompass More Asset Management
California
$564K +$48.6K +533 +9%
GFA
1135
Gallagher Fiduciary Advisors
Illinois
$562K -$16.6K -182 -3%
EFP
1136
Elser Financial Planning
Indiana
$559K +$559K +6,129 New
FNBOH
1137
First National Bank of Hutchinson
Kansas
$558K +$820 +9 +0.1%
EGA
1138
Eagle Global Advisors
Texas
$558K -$904K -9,915 -62%
SAM
1139
Sequent Asset Management
Texas
$558K +$38.7K +425 +7%
RFA
1140
Resurgent Financial Advisors
Georgia
$556K -$891K -9,777 -62%
AG
1141
Ascent Group
Virginia
$554K +$93.1K +1,021 +20%
SMA
1142
Sage Mountain Advisors
Georgia
$554K +$36.6K +402 +7%
PAG
1143
Private Advisory Group
Washington
$554K -$85.8K -941 -13%
NRS
1144
Neville Rodie & Shaw
New York
$554K – – –
CPG
1145
Cornerstone Planning Group
New Jersey
$552K +$9.94K +115 +2%
AWM
1146
Aries Wealth Management
Maine
$551K +$321K +3,526 +140%
UIA
1147
Ulland Investment Advisors
Minnesota
$548K – – –
Nuveen Asset Management
1148
Nuveen Asset Management
Illinois
$547K +$547K +6,000 New
SSWM
1149
Strait & Sound Wealth Management
California
$545K +$9.12K +100 +2%
TSMHT
1150
Thurston Springer Miller Herd & Titak
Indiana
$543K +$543K +5,954 New
44 45
46
47 48