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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.12%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.31B
2
Bank of America
2
Bank of America
North Carolina
$3.8B
3
Barclays
3
Barclays
United Kingdom
$453M
4
CI
4
Clal Insurance
Israel
$160M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$731M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$67.9M
2
Fidelity International
2
Fidelity International
Bermuda
$831K
3
RCM
3
Rokos Capital Management
United Kingdom
$0
4
State Street
4
State Street
Massachusetts
$14.9M
5
Charles Schwab
5
Charles Schwab
California
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EA
101
Enclave Advisors
Texas
$21M 239,745 +239,745 New
BPA
102
Beacon Pointe Advisors
California
$21M 239,284 -181 -0.1%
KAS
103
Kestra Advisory Services
Texas
$20.9M 238,248 -109,174 -31%
FWCM
104
Ferguson Wellman Capital Management
Oregon
$20.1M 228,752 -1,978 -0.9%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$20M 227,527 -223,213 -50%
CA
106
CoreCap Advisors
Michigan
$19.5M 222,482 -12,115 -5%
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$19.2M 218,987 -56,258 -20%
MAM
108
Madison Asset Management
Wisconsin
$19.1M 217,640 +1,198 +0.6%
SPIA
109
Steward Partners Investment Advisory
New York
$19.1M 217,636 +42,491 +24%
Charles Schwab
110
Charles Schwab
California
$19.1M 217,338 -1,111,529 -84%
TAM
111
Trust Asset Management
Texas
$18.7M 212,622 -164 -0.1%
AA
112
Advisory Alpha
Michigan
$18.7M 212,595 +12,377 +6%
Brown Advisory
113
Brown Advisory
Maryland
$18.4M 209,423 -15,648 -7%
AAS
114
Avantax Advisory Services
Texas
$18.3M 208,946 -47,379 -18%
BCIM
115
British Columbia Investment Management
British Columbia, Canada
$18.2M 206,984 +206,984 New
LF
116
Lee Financial
Texas
$18.1M 206,523 +1,604 +0.8%
IWC
117
Integrated Wealth Concepts
Massachusetts
$17.7M 201,419 -1,226 -0.6%
WC
118
Whitney & Co
New York
$17.5M 198,791 +1,632 +0.8%
Renaissance Technologies
119
Renaissance Technologies
New York
$17.2M 196,061 +117,100 +148%
SGI
120
Swan Global Investments
Colorado
$17M 193,820 -21,708 -10%
RCA
121
Resonant Capital Advisors
Wisconsin
$16.8M 190,851 +6,490 +4%
BSG
122
Black Swift Group
Colorado
$16.5M 188,099 +11,465 +6%
Creative Planning
123
Creative Planning
Kansas
$16.5M 188,018 +2,603 +1%
JCM
124
Janney Capital Management
Pennsylvania
$16.3M 185,997 -6,558 -3%
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$16.3M 185,698 +1,411 +0.8%
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5
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