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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,703 hedge funds and large institutions have $22.6B invested in Energy Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 691 increasing their positions, 601 reducing their positions, and 98 closing their positions.

Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.16%
Holding in Top 10
107
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+37.18%
% of All Funds
1.71%
New
210
Increased
691
Reduced
601
Closed
98
Calls
$5.53B
Puts
$9.78B
Net Calls
-$4.25B
Net Calls Change
-$2.03B

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$332M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$729M
3
UBS Group
3
UBS Group
Switzerland
$904M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$111M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$220M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$280M
2
PF
2
Phoenix Financial
Israel
$8.05M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$106M
4
Bank of America
4
Bank of America
North Carolina
$3.59B
5
Wells Fargo
5
Wells Fargo
California
$907M
Name Market Value Shares Shares
Change 		Shares
Change %
PCH
101
PGIM Custom Harvest
New Jersey
$28.1M 311,077 +89,710 +41%
AA
102
ALPS Advisors
Colorado
$27.7M 306,186 -32,753 -10%
CAM
103
Cresset Asset Management
Illinois
$27M 298,229 -4,347 -1%
Walleye Trading
104
Walleye Trading
New York
$26.4M 291,637 +291,637 New
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$26.3M 290,864 -3,689 -1%
IUHSA
106
Itau Unibanco Holding S.A.
Brazil
$26.1M 288,476 +288,476 New
KAS
107
Kestra Advisory Services
Texas
$25.9M 286,377 -59,530 -17%
CAG
108
Crestwood Advisors Group
Massachusetts
$25M 276,670 +10,229 +4%
AAS
109
Avantax Advisory Services
Texas
$24.7M 273,647 -17,950 -6%
AIA
110
Angeles Investment Advisors
California
$24.5M 270,800 +270,800 New
BPA
111
Beacon Pointe Advisors
California
$24.1M 266,859 +21,267 +9%
SG Americas Securities
112
SG Americas Securities
New York
$23.4M 259,224 +148,871 +135%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$22.6M 249,648 +15,520 +7%
AWM
114
Affinity Wealth Management
Delaware
$22.5M 248,647 +6,786 +3%
CA
115
Cetera Advisors
Colorado
$21.7M 240,021 +39,652 +20%
FWCM
116
Ferguson Wellman Capital Management
Oregon
$21.6M 239,358 -2,125 -0.9%
TC
117
Trilogy Capital
California
$21.6M 238,854 +59,333 +33%
DI
118
DFPG Investments
Utah
$21.4M 259,573 +245,988 +1,811%
GP
119
Girard Partners
Pennsylvania
$21.2M 234,434 -36,920 -14%
JSAM
120
J. Safra Asset Management
New York
$20.6M 227,389 -4,073 -2%
AWM
121
AE Wealth Management
Kansas
$20.5M 227,014 -16,371 -7%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$20.5M 226,919 +43,999 +24%
EH
123
Equitable Holdings
New York
$20.5M 226,737 +7,302 +3%
TAM
124
Trust Asset Management
Texas
$20.3M 224,958 – –
JFG
125
Jefferies Financial Group
New York
$20.1M 222,911 +198,371 +808%
3 4
5
6 7