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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,793 hedge funds and large institutions have $21.8B invested in Energy Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 749 increasing their positions, 669 reducing their positions, and 134 closing their positions.

Holders
1,793
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
26.08%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
1.09%
New
152
Increased
749
Reduced
669
Closed
134
Calls
$4.22B
Puts
$6.78B
Net Calls
-$2.56B
Net Calls Change
+$1.45B

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$259M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.61B
3
Bank of America
3
Bank of America
North Carolina
$3.75B
4
Wells Fargo
4
Wells Fargo
California
$1.08B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$273M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$92.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$757M
5
Simplex Trading
5
Simplex Trading
Illinois
$8.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$25.1M 275,837 +186,148 +208%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$25.1M 275,245 +240,102 +683%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$25.1M 275,092 -14,288 -5%
MERSOM
104
Municipal Employees' Retirement System of Michigan
Michigan
$24.8M 272,548 -94,357 -26%
AIA
105
Angeles Investment Advisors
California
$24.7M 270,800 – –
AAS
106
Avantax Advisory Services
Texas
$23.4M 256,325 +8,043 +3%
GM
107
Granger Management
New York
$23.2M 255,063 -26,694 -9%
CCM
108
Candlestick Capital Management
Connecticut
$22.8M 250,000 +150,000 +150%
JSAM
109
J. Safra Asset Management
New York
$22.2M 243,502 +6,767 +3%
EH
110
Equitable Holdings
New York
$22.2M 243,388 -19,988 -8%
BPA
111
Beacon Pointe Advisors
California
$21.8M 239,465 -49,704 -17%
MIFH
112
Migdal Insurance & Financial Holdings
Israel
$21.8M 239,076 +229,961 +2,523%
AP
113
Appleton Partners
Massachusetts
$21.7M 238,362 -7,194 -3%
CA
114
CoreCap Advisors
Michigan
$21.4M 234,597 -1,182 -0.5%
FWCM
115
Ferguson Wellman Capital Management
Oregon
$21M 230,730 -3,942 -2%
WAOI
116
Wealth Advisors of Iowa
Iowa
$20.9M 265,747 +157,345 +145%
GP
117
Girard Partners
Pennsylvania
$20.7M 227,386 -9,448 -4%
Franklin Resources
118
Franklin Resources
California
$20.6M 225,987 +108,801 +93%
Brown Advisory
119
Brown Advisory
Maryland
$20.5M 225,071 -2,383 -1%
CAL
120
Capital Analysts LLC
Pennsylvania
$20.4M 223,830 +220,667 +6,977%
MAM
121
Madison Asset Management
Wisconsin
$19.7M 216,442 -19,050 -8%
SGI
122
Swan Global Investments
Colorado
$19.6M 215,528 -29,656 -12%
TAM
123
Trust Asset Management
Texas
$19.4M 212,786 – –
LF
124
Lee Financial
Texas
$18.7M 204,919 -7,116 -3%
IWC
125
Integrated Wealth Concepts
Massachusetts
$18.5M 202,645 +36,734 +22%
3 4
5
6 7