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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,551 hedge funds and large institutions have $19.8B invested in Energy Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 631 increasing their positions, 616 reducing their positions, and 127 closing their positions.

Holders
1,551
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.82%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.97%
New
124
Increased
631
Reduced
616
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.72B
2
UBS Group
2
UBS Group
Switzerland
$950M
3
Bank of America
3
Bank of America
North Carolina
$3.37B
4
SGDR
4
SPX Gestao de Recursos
Brazil
$247M
5
Wells Fargo
5
Wells Fargo
California
$775M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$26M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$51.3M
3
Barclays
3
Barclays
United Kingdom
$160M
4
SAM
4
Strategic Asset Management
Minnesota
$106K
5
SC
5
Sculptor Capital
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
101
Municipal Employees' Retirement System of Michigan
Michigan
$21.7M -$144 -2 -0%
MMA
102
Miracle Mile Advisors
California
$21.1M -$223K -3,098 -1%
AAS
103
Avantax Advisory Services
Texas
$21M -$7.16M -99,452 -25%
AWM
104
AE Wealth Management
Kansas
$20.9M -$4.62M -64,113 -18%
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$20.7M +$8.08M +112,210 +64%
BPA
106
Beacon Pointe Advisors
California
$20.1M +$295K +4,100 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20M -$4.5M -62,419 -18%
GP
108
Girard Partners
Pennsylvania
$19.8M +$3.65M +50,631 +23%
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$19.7M +$7.08M +98,356 +56%
QA
110
Quantitative Advantage
Minnesota
$19.7M -$242K -3,363 -1%
AWS
111
Atria Wealth Solutions
New York
$19.5M -$1.61M -22,346 -8%
SPIA
112
Steward Partners Investment Advisory
New York
$19.2M +$697K +9,676 +4%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$18.7M +$6.63M +91,995 +55%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$18.4M -$895K -12,426 -5%
KI
115
Kapitalo Investimentos
Brazil
$18.4M -$11.5M -159,300 -38%
SP
116
Symmetry Partners
Connecticut
$18M +$18M +249,411 New
USCWA
117
U.S. Capital Wealth Advisors
Texas
$17.7M -$228K -3,170 -1%
LF
118
Lee Financial
Texas
$17.2M +$486K +6,755 +3%
GVAG
119
Great Valley Advisor Group
Delaware
$17.1M +$2.61M +36,300 +18%
G
120
GenTrust
Florida
$16.8M +$2.49M +34,571 +17%
PI
121
Putnam Investments
Massachusetts
$16.6M +$8.84M +122,685 +114%
NA
122
NewEdge Advisors
Louisiana
$16.5M +$2.8M +38,836 +20%
William Blair & Company
123
William Blair & Company
Illinois
$16.1M -$1.93M -26,862 -11%
JMFC
124
J.M. Forbes & Co
Massachusetts
$15.8M +$278K +3,862 +2%
TAM
125
Trust Asset Management
Texas
$15.8M +$1.13M +15,701 +8%
3 4
5
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