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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,539 hedge funds and large institutions have $59.7B invested in Energy Select Sector SPDR Fund in 2022 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 615 increasing their positions, 515 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
+164
Holders Change %
+11.93%
% of All Funds
24.36%
Holding in Top 10
109
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+84.75%
% of All Funds
1.72%
New
295
Increased
615
Reduced
515
Closed
113
Calls
$3.04B
Puts
$7.11B
Net Calls
-$4.07B
Net Calls Change
-$2.68B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$170M
2
Morgan Stanley
Morgan Stanley
New York
+$169M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$168M
4
LPL Financial
LPL Financial
California
+$167M
5
Bank of America
Bank of America
North Carolina
+$161M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$466M
2
PP
Prudential plc
United Kingdom
-$386M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$169M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$143M
5
CI
Clal Insurance
Israel
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGF
1251
Retirement Guys Formula
Ohio
$256K +$256K +3,352 New
OCM
1252
One Capital Management
California
$253K +$253K +3,321 New
NAS
1253
Nicolet Advisory Services
Wisconsin
$251K -$75K -944 -23%
PFM
1254
Peak Financial Management
Massachusetts
$251K +$251K +3,290 New
CC
1255
Cypress Capital
Tennessee
$250K +$250K +3,273 New
EL
1256
EMFO LLC
Florida
$248K -$134K -1,750 -35%
CSPIA
1257
Cary Street Partners Investment Advisory
Virginia
$248K +$248K +3,246 New
EVM
1258
Evelyn V. Moreno
$248K +$248K +3,250 New
AFG
1259
Allegheny Financial Group
Pennsylvania
$248K +$248K +3,250 New
MA
1260
MAS Advisors
Florida
$246K +$246K +3,178 New
FUBT
1261
First United Bank & Trust
Maryland
$246K +$246K +3,213 New
PBT
1262
Pictet Bank & Trust
Bahamas
$245K +$245K +3,200 New
Wealth Enhancement Advisory Services
1263
Wealth Enhancement Advisory Services
Minnesota
$244K -$34.2K -443 -12%
FAM
1264
Flaharty Asset Management
Florida
$243K +$243K +3,185 New
HIP
1265
HUB Investment Partners
Texas
$241K +$241K +3,155 New
FPW
1266
Flagship Private Wealth
Massachusetts
$239K +$239K +3,132 New
RZH
1267
Relyea Zuckerberg Hanson
Connecticut
$238K +$238K +2,996 New
SCFS
1268
S.C. Financial Services
Arizona
$237K +$237K +3,097 New
ISWM
1269
Independent Solutions Wealth Management
New York
$237K +$237K +3,100 New
WFC
1270
Western Financial Corp
California
$235K +$235K +3,078 New
GC
1271
GFG Capital
Florida
$234K -$72.6K -951 -24%
MPM
1272
Meritage Portfolio Management
Kansas
$234K +$234K +3,063 New
CA
1273
CGN Advisors
Kansas
$234K +$234K +3,066 New
XF
1274
XML Financial
Maryland
$234K +$234K +3,067 New
HWM
1275
HB Wealth Management
Georgia
$232K +$232K +3,034 New
49 50
51
52 53