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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.93%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Bank of America
2
Bank of America
North Carolina
$3.46B
3
Jane Street
3
Jane Street
New York
$129M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$108M
5
Fidelity International
5
Fidelity International
Bermuda
$134M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.5M
2
QFA
2
Quattro Financial Advisors
Texas
$875K
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$2.1M
4
Charles Schwab
4
Charles Schwab
California
$144M
5
UBS Group
5
UBS Group
Switzerland
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
Affinity Wealth Management
Delaware
$22.3M 266,404 +17,757 +7%
CAM
102
Cresset Asset Management
Illinois
$22.3M 265,611 -32,618 -11%
CS
103
Credit Suisse
Switzerland
$22.1M 263,100 -77,890 -23%
OCM
104
Oribel Capital Management
New York
$21.9M 261,700 +261,700 New
EH
105
Equitable Holdings
New York
$21.4M 254,908 +28,171 +12%
Wolverine Trading
106
Wolverine Trading
Illinois
$21.3M 254,151 -240,972 -49%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$21M 249,894 +246 +0.1%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$20.8M 248,201 +152,605 +160%
AP
109
Appleton Partners
Massachusetts
$20.7M 247,306 +27,472 +12%
JFG
110
Jefferies Financial Group
New York
$20.7M 246,584 +23,673 +11%
FWCM
111
Ferguson Wellman Capital Management
Oregon
$20.1M 239,324 -34 -0%
MAM
112
Madison Asset Management
Wisconsin
$20M 238,636 +73,077 +44%
BSG
113
Black Swift Group
Colorado
$20M 238,176 -98,589 -29%
MERSOM
114
Municipal Employees' Retirement System of Michigan
Michigan
$19.8M 236,302 -96,503 -29%
FFM
115
Fullerton Fund Management
Singapore
$19.6M 234,123 -765,540 -77%
LGA
116
Lebenthal Global Advisors
New York
$19.4M 231,982 +100,026 +76%
KAS
117
Kestra Advisory Services
Texas
$19.3M 230,577 -55,800 -19%
PF
118
Phoenix Financial
Israel
$19M 211,156 +122,178 +137%
AWM
119
AE Wealth Management
Kansas
$18.7M 222,279 -4,735 -2%
HCM
120
Hilton Capital Management
New York
$18.7M 222,819 -98,938 -31%
GP
121
Girard Partners
Pennsylvania
$18.4M 219,959 -14,475 -6%
TAM
122
Trust Asset Management
Texas
$18.4M 219,823 -5,135 -2%
William Blair & Company
123
William Blair & Company
Illinois
$18.2M 217,035 +20,948 +11%
Wellington Management Group
124
Wellington Management Group
Massachusetts
$18M 214,269 +95,661 +81%
JSAM
125
J. Safra Asset Management
New York
$17.9M 213,355 -14,034 -6%
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