XLE icon

Energy Select Sector SPDR Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
CP
1126
Creekside Partners
California
$480K +$19.4K +221 +4%
RSA
1127
River Street Advisors
Illinois
$480K +$3.6K +41 +0.8%
EFL
1128
ERn Financial LLC
Wisconsin
$479K -$10.7K -122 -2%
Manulife (Manufacturers Life Insurance)
1129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$476K -$9.77M -111,222 -95%
WJWM
1130
Williams Jones Wealth Management
New York
$475K -$26.6K -303 -5%
BOS
1131
Bank of Stockton
California
$474K -$135K -1,538 -22%
LAM
1132
Lewis Asset Management
California
$471K +$32K +365 +7%
PMG
1133
ProVise Management Group
Florida
$469K -$99.5K -1,133 -18%
VCM
1134
Vivaldi Capital Management
Illinois
$468K +$30.7K +350 +7%
S
1135
SignatureFD
Georgia
$466K -$169K -1,927 -27%
AAP
1136
Arax Advisory Partners
Colorado
$466K -$129K -1,467 -22%
SXL
1137
Summit X LLC
Missouri
$465K +$64.8K +711 +16%
AAS
1138
Annex Advisory Services
Wisconsin
$465K -$21.9K -249 -4%
MWM
1139
Modera Wealth Management
New Jersey
$463K +$4.92K +56 +1%
CFB
1140
Cullen/Frost Bankers
Texas
$462K +$7.29K +83 +2%
BA
1141
Bristlecone Advisors
Washington
$460K +$527 +6 +0.1%
FEM
1142
Fulcrum Equity Management
Texas
$457K -$406K -4,629 -47%
NLP
1143
Next Level Private
New York
$453K +$3.42K +39 +0.8%
LNWWM
1144
Laird Norton Wetherby Wealth Management
California
$452K
UIA
1145
Ulland Investment Advisors
Minnesota
$452K -$75.9K -865 -14%
AP
1146
Americana Partners
Texas
$451K -$141K -1,608 -24%
IWA
1147
Icon Wealth Advisors
Texas
$451K +$107K +1,221 +31%
MCA
1148
Magnolia Capital Advisors
Mississippi
$450K +$3.51K +40 +0.8%
Wellington Management Group
1149
Wellington Management Group
Massachusetts
$449K -$31.2M -355,686 -99%
AFG
1150
Allegheny Financial Group
Pennsylvania
$448K +$24.1K +274 +6%