XLE icon

Energy Select Sector SPDR Fund

1,804 hedge funds and large institutions have $22.5B invested in Energy Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 691 increasing their positions, 727 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+36
Holders Change %
+2.04%
% of All Funds
26.15%
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.25%
New
194
Increased
691
Reduced
727
Closed
133
Calls
$5.01B
Puts
$9.03B
Net Calls
-$4.02B
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PT
1201
Plimoth Trust
Massachusetts
$509K -$850 -9 -0.2%
CT
1202
Cambridge Trust
Massachusetts
$508K -$268K -2,842 -35%
CFCI
1203
Comprehensive Financial Consultants Institutional
Indiana
$505K -$73.5K -778 -13%
LNWWM
1204
Laird Norton Wetherby Wealth Management
California
$502K
FCM
1205
Firestone Capital Management
Florida
$501K +$125K +1,325 +33%
SFP
1206
Shepherd Financial Partners
Massachusetts
$498K +$61.9K +656 +14%
BA
1207
Bristlecone Advisors
Washington
$494K -$36K -381 -7%
BGAI
1208
Bruce G. Allen Investments
Colorado
$493K -$12.8K -136 -3%
Jones Financial Companies
1209
Jones Financial Companies
Missouri
$491K +$160K +1,700 +49%
SAMC
1210
Spectrum Asset Management (California)
California
$490K +$115K +1,218 +31%
LGWM
1211
Litman Gregory Wealth Management
California
$490K +$14.1K +149 +3%
RCAG
1212
Rehmann Capital Advisory Group
Michigan
$489K -$10.3K -109 -2%
CFB
1213
Cullen/Frost Bankers
Texas
$488K -$4.82K -51 -1%
FA
1214
Faithward Advisors
Pennsylvania
$488K +$488K +5,168 New
LWM
1215
Lodestone Wealth Management
Washington
$486K +$26.2K +277 +6%
AWM
1216
Accurate Wealth Management
Florida
$484K -$152K -1,603 -24%
BCV
1217
Banque Cantonale Vaudoise
Switzerland
$483K -$28.6K -303 -6%
UWS
1218
Unique Wealth Strategies
Illinois
$483K +$483K +5,112 New
LWA
1219
Lantern Wealth Advisors
New York
$478K -$28.9K -306 -6%
SW
1220
SlateStone Wealth
Florida
$478K -$16.2K -172 -3%
AG
1221
Ascent Group
Virginia
$478K +$478K +5,062 New
BC
1222
Belmont Capital
California
$477K +$18.7K +198 +4%
CPRC
1223
Consolidated Portfolio Review Corp
New York
$477K +$477K +5,054 New
FSA
1224
Fort Sheridan Advisors
Illinois
$474K +$52.4K +555 +12%
KCFA
1225
Key Client Fiduciary Advisors
New Jersey
$473K +$113K +1,198 +31%