XLE icon

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 %
PGAM
1176
Princeton Global Asset Management
New Jersey
$393K – – –
SIMG
1177
Sonora Investment Management Group
Arizona
$392K +$113K +1,364 +40%
WG
1178
Welch Group
Alabama
$391K -$16.8K -203 -4%
HCM
1179
Hengehold Capital Management
Ohio
$391K -$83 -1 -0%
PP
1180
Patron Partners
Texas
$390K +$70.2K +847 +22%
LC
1181
LCNB Corp
Ohio
$389K – – –
VP
1182
Verum Partners
North Carolina
$389K – – –
MCM
1183
Magnolia Capital Management
New York
$388K +$27.3K +330 +8%
JGC
1184
J. Goldman & Co
New York
$388K -$2.24M -27,099 -85%
KFI
1185
Key Financial Inc
Pennsylvania
$387K – – –
CMI
1186
Clare Market Investments
Texas
$384K -$13.3K -161 -3%
PFO
1187
Pathstone Family Office
New Jersey
$384K -$492K -5,943 -56%
PAM
1188
Private Asset Management
California
$383K +$34.2K +413 +10%
CPWMP
1189
Cardinal Point Wealth Management Partners
California
$383K +$383K +4,626 New
CPCM
1190
Cardinal Point Capital Management
Ontario, Canada
$383K +$383K +4,626 New
WP
1191
WMS Partners
Maryland
$383K +$383K +4,620 New
SIM
1192
Sterling Investment Management
Arizona
$382K -$22.9K -276 -6%
PG
1193
Patten Group
Tennessee
$381K +$83 +1 +0%
CFO
1194
Callan Family Office
Pennsylvania
$380K +$2.15K +26 +0.6%
SAM
1195
Seelaus Asset Management
New Jersey
$380K -$37.6K -435 -9%
FSA
1196
Fort Sheridan Advisors
Illinois
$380K -$13.3K -160 -3%
SFB
1197
STAR Financial Bank
Indiana
$379K – – –
DA
1198
Doliver Advisors
Texas
$373K +$373K +4,501 New
FCM
1199
Firestone Capital Management
Florida
$372K +$3.81K +46 +1%
SDH
1200
Sloy Dahl & Holst
Washington
$372K +$15.7K +190 +4%
46 47
48
49 50