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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,611 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 575 increasing their positions, 726 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-43
Holders Change %
-2.6%
% of All Funds
25.41%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
1.23%
New
124
Increased
575
Reduced
726
Closed
149
Calls
$3.73B
Puts
$5.95B
Net Calls
-$2.22B
Net Calls Change
+$1.31B

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$181M
2
PF
Phoenix Financial
Israel
$153M
3
Barclays
Barclays
United Kingdom
$450M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$97.8M
5
Morgan Stanley
Morgan Stanley
New York
$1.29B

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Millennium Management
Millennium Management
New York
$11.5M
3
Goldman Sachs
Goldman Sachs
New York
$514M
4
UBS Group
UBS Group
Switzerland
$705M
5
SGDR
SPX Gestao de Recursos
Brazil
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
1226
Newman Dignan & Sheerar Inc
Rhode Island
$313K +$8.12K +100 +3%
PCM
1227
Pennsylvania Capital Management
Pennsylvania
$312K +$59.9K +738 +24%
LA
1228
Latitude Advisors
Florida
$312K -$15.3K -189 -5%
BHB
1229
Bank Hapoalim BM
Israel
$310K -$42.8K -527 -12%
FFG
1230
Frisch Financial Group
New York
$309K -$192K -2,363 -38%
DFG
1231
Delta Financial Group
New Jersey
$309K -$12.9K -159 -4%
BCV
1232
Banque Cantonale Vaudoise
Switzerland
$308K -$34.7K -427 -10%
PWM
1233
PBMares Wealth Management
Virginia
$308K +$2.03K +25 +0.7%
PPW
1234
Pasadena Private Wealth
California
$307K +$307K +3,781 New
SC
1235
Savant Capital
Illinois
$305K -$19.8K -244 -6%
VCM
1236
Virtue Capital Management
Tennessee
$304K -$29.7K -367 -9%
KW
1237
KWB Wealth
California
$303K -$61.8K -761 -17%
TH
1238
TCTC Holdings
Texas
$303K -$1.62K -20 -0.5%
IWS
1239
Insight Wealth Strategies
California
$302K -$2.92K -36 -1%
KHLMTHM
1240
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$300K – – –
BWM
1241
BNC Wealth Management
Oregon
$298K -$44.6K -549 -13%
HW
1242
Hamilton Wealth
California
$296K – – –
AIM
1243
AHL Investment Management
Florida
$296K -$406 -5 -0.1%
GFP
1244
Gryphon Financial Partners
Ohio
$294K -$25K -308 -8%
SIMG
1245
Sonora Investment Management Group
Arizona
$294K -$90.7K -1,118 -24%
FFWM
1246
Future Financial Wealth Management
Ohio
$294K -$146K -1,793 -33%
SMA
1247
Sage Mountain Advisors
Georgia
$294K – – –
RFA
1248
Resurgent Financial Advisors
Georgia
$293K -$24.4K -300 -8%
HIP
1249
Harrell Investment Partners
Texas
$292K +$2.6K +32 +0.9%
PWS
1250
Private Wealth Strategies
Ohio
$292K -$104K -1,276 -26%
48 49
50
51 52