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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.47%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$306M
2
Millennium Management
Millennium Management
New York
+$274M
3
MMH
Menora Mivtachim Holdings
Israel
+$207M
4
SGDR
SPX Gestao de Recursos
Brazil
+$200M
5
Citadel Advisors
Citadel Advisors
Florida
+$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384M
2
Citigroup
Citigroup
New York
-$323M
3
Morgan Stanley
Morgan Stanley
New York
-$208M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$176M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFM
1151
Lumina Fund Management
New York
$414K – – –
TWM
1152
Tradition Wealth Management
Minnesota
$414K +$102K +1,235 +33%
LG
1153
Leuthold Group
Minnesota
$413K -$83.2K -1,005 -17%
ME
1154
McIlrath & Eck
Washington
$412K +$148K +1,786 +56%
NWM
1155
Northwest Wealth Management
Iowa
$412K +$21.3K +257 +5%
FMII
1156
Farmers & Merchants Investments Inc
Nebraska
$412K +$2.49K +30 +0.6%
JF
1157
Joule Financial
Kentucky
$409K +$18.6K +225 +5%
RWA
1158
Roberts Wealth Advisors
California
$408K +$2.21K +26 +0.5%
APW
1159
Acima Private Wealth
Virginia
$408K – – –
Wealth Enhancement Advisory Services
1160
Wealth Enhancement Advisory Services
Minnesota
$407K +$83.7K +1,010 +26%
SWA
1161
SFMG Wealth Advisors
Texas
$406K -$4.14K -50 -1%
FA
1162
Fermata Advisors
California
$406K -$1.43M -17,315 -78%
PWS
1163
Private Wealth Strategies
Ohio
$403K +$166 +2 +0%
SW
1164
SlateStone Wealth
Florida
$402K +$402K +4,852 New
MWM
1165
Modera Wealth Management
New Jersey
$402K +$12.1K +146 +3%
KCFA
1166
Key Client Fiduciary Advisors
New Jersey
$401K +$90.4K +1,092 +29%
MFG
1167
Menard Financial Group
Texas
$400K -$22.4K -270 -5%
FHC
1168
First Heartland Consultants
Missouri
$400K +$8.7K +105 +2%
KCM
1169
Kennicott Capital Management
California
$399K +$399K +4,819 New
CAP
1170
Columbia Advisory Partners
Washington
$398K -$6.79K -82 -2%
MP
1171
McDonald Partners
Ohio
$397K +$3.81K +46 +1%
CC
1172
Centiva Capital
New York
$396K -$241K -2,913 -38%
TAM
1173
Townsend Asset Management
North Carolina
$396K -$828 -10 -0.2%
PB
1174
Pinnacle Bancorp
Nebraska
$394K -$4.8K -58 -1%
KW
1175
KWB Wealth
California
$393K +$15.9K +182 +4%
45 46
47
48 49