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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,583 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 619 increasing their positions, 635 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
+44
Holders Change %
+2.86%
% of All Funds
26.77%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.96%
New
172
Increased
619
Reduced
635
Closed
111
Calls
$3.42B
Puts
$9.06B
Net Calls
-$5.64B
Net Calls Change
-$1.57B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$145M
2
Wells Fargo
Wells Fargo
California
+$135M
3
RCM
Rokos Capital Management
United Kingdom
+$102M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$88.8M
5
PPFA
Provida Pension Fund Administrator
Chile
+$84.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$334M
2
CI
Clal Insurance
Israel
-$242M
3
Goldman Sachs
Goldman Sachs
New York
-$147M
4
Bank of America
Bank of America
North Carolina
-$141M
5
Citadel Advisors
Citadel Advisors
Florida
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
1176
First Heartland Consultants
Missouri
$334K -$495K -6,938 -60%
SIC
1177
Shoker Investment Counsel
Ohio
$332K -$13.2K -185 -4%
MG
1178
Mather Group
Illinois
$332K -$7.3K -102 -2%
BA
1179
Bluesphere Advisors
Pennsylvania
$330K -$63.9K -893 -16%
UCIG
1180
Ulrich Consultants & Investment Group
New Mexico
$330K +$330K +4,620 New
IWA
1181
Intercontinental Wealth Advisors
Texas
$329K +$14.3K +200 +5%
LL
1182
LPWM LLC
Minnesota
$328K – – –
MA
1183
MONECO Advisors
Connecticut
$328K +$328K +4,580 New
SIM
1184
Sterling Investment Management
Arizona
$327K +$327K +4,576 New
PFO
1185
Pathstone Family Office
New Jersey
$326K +$326K +4,565 New
SFWC
1186
Strategic Family Wealth Counselors
New Jersey
$326K +$82.2K +1,150 +34%
AAM
1187
Augustine Asset Management
Florida
$325K -$98.6K -1,380 -23%
PAM
1188
Private Asset Management
California
$325K -$5K -70 -2%
MWM
1189
Mattern Wealth Management
Kansas
$324K -$19.7K -275 -6%
AAS
1190
Annex Advisory Services
Wisconsin
$323K -$142K -1,990 -31%
PFC
1191
Phocas Financial Corp
California
$323K +$80.5K +1,125 +33%
IA
1192
IAM Advisory
Pennsylvania
$321K +$321K +4,488 New
Jones Financial Companies
1193
Jones Financial Companies
Missouri
$319K -$4.79K -67 -1%
GDP
1194
Great Diamond Partners
Maine
$319K +$70.5K +987 +28%
DHFB
1195
Dixon Hubard Feinour & Brown
Virginia
$317K – – –
KC
1196
Kinloch Capital
Virginia
$317K +$317K +4,426 New
AGA
1197
Arkos Global Advisors
Texas
$315K -$97.9K -1,367 -24%
FWIA
1198
Fort Washington Investment Advisors
Ohio
$314K -$23K -322 -7%
ARG
1199
Advisory Resource Group
Oklahoma
$313K -$2.68M -37,508 -90%
MWM
1200
Modera Wealth Management
New Jersey
$313K -$7.87K -110 -2%
46 47
48
49 50