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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 %
OWA
1251
Octavia Wealth Advisors
Ohio
$291K +$36.7K +452 +14%
SFG
1252
Sovereign Financial Group
Connecticut
$290K +$4.06K +50 +1%
CDH
1253
Charles D. Hyman
$290K -$6.81K -84 -2%
CCB
1254
Cutter & Co Brokerage
Missouri
$289K +$15.3K +189 +6%
CF
1255
Cantor Fitzgerald
New York
$289K +$289K +3,562 New
PMA
1256
Prudent Man Advisors
Illinois
$289K – – –
LFA
1257
Laraway Financial Advisors
Minnesota
$289K +$2.6K +32 +0.9%
WE
1258
Wealth Effects
Massachusetts
$286K -$893 -11 -0.3%
CA
1259
Calton & Associates
Florida
$285K -$39.9K -491 -12%
CCFM
1260
Clear Creek Financial Management
Washington
$285K +$2.35K +29 +0.8%
HFS
1261
Horizon Financial Services
North Carolina
$285K +$9.5K +117 +3%
LA
1262
Lifeworks Advisors
Michigan
$285K +$3.73K +46 +1%
TCM
1263
Tuttle Capital Management
Connecticut
$284K -$25.8K -318 -8%
LCS
1264
Levin Capital Strategies
New York
$284K +$284K +3,500 New
PRS
1265
Pinkerton Retirement Specialists
Idaho
$284K +$284K +3,496 New
BKA
1266
Brick & Kyle Associates
Pennsylvania
$283K +$969 +12 +0.3%
SCG
1267
Sonata Capital Group
Washington
$282K -$2.92K -36 -1%
RWMG
1268
Redwood Wealth Management Group
New Jersey
$282K – – –
LCGC
1269
Legacy Capital Group California
California
$280K +$13K +160 +5%
KWM
1270
Keebeck Wealth Management
Illinois
$278K +$278K +3,425 New
WFA
1271
Wells Financial Advisors
Massachusetts
$277K -$36.5K -450 -12%
COCM
1272
Charter Oak Capital Management
New Hampshire
$275K -$16.4K -202 -6%
N
1273
Natixis
France
$274K -$18.6M -229,000 -99%
OIA
1274
Optimum Investment Advisors
Illinois
$273K -$19.5K -240 -7%
MHB
1275
Midwest Heritage Bank
Iowa
$272K +$4.14K +51 +2%
49 50
51
52 53