XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.47%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$306M
2
Millennium Management
Millennium Management
New York
+$274M
3
MMH
Menora Mivtachim Holdings
Israel
+$207M
4
SGDR
SPX Gestao de Recursos
Brazil
+$200M
5
Citadel Advisors
Citadel Advisors
Florida
+$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384M
2
Citigroup
Citigroup
New York
-$323M
3
Morgan Stanley
Morgan Stanley
New York
-$208M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$176M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
1276
Optimum Investment Advisors
Illinois
$298K +$74K +893 +33%
WSC
1277
Wellington Shields & Co
New York
$297K +$157K +1,900 +112%
COCM
1278
Charter Oak Capital Management
New Hampshire
$297K +$297K +3,587 New
FCB
1279
First Command Bank
Texas
$297K +$19K +229 +7%
FCFS
1280
First Command Financial Services
Texas
$297K +$19K +229 +7%
PWP
1281
Pursue Wealth Partners
California
$297K +$297K +3,585 New
HIP
1282
Harrell Investment Partners
Texas
$296K -$39.6K -477 -12%
PMA
1283
Prudent Man Advisors
Illinois
$294K – – –
RCA
1284
Ranch Capital Advisors
Florida
$294K +$294K +3,547 New
WE
1285
Wealth Effects
Massachusetts
$292K -$149K -1,797 -34%
LFA
1286
Laraway Financial Advisors
Minnesota
$292K +$8.53K +103 +3%
SFG
1287
Sovereign Financial Group
Connecticut
$292K -$41.8K -504 -13%
SCG
1288
Sonata Capital Group
Washington
$291K +$2.73K +33 +0.9%
SP
1289
Successful Portfolios
Florida
$291K -$204K -2,460 -41%
LWM
1290
Lodestone Wealth Management
Washington
$290K +$3.56K +43 +1%
BKA
1291
Brick & Kyle Associates
Pennsylvania
$289K +$4.8K +58 +2%
CCFM
1292
Clear Creek Financial Management
Washington
$288K -$35.6K -430 -11%
PFA
1293
Peak Financial Advisors
Colorado
$288K -$1.05M -12,622 -78%
RWMG
1294
Redwood Wealth Management Group
New Jersey
$288K -$2.15K -26 -0.7%
LA
1295
Lifeworks Advisors
Michigan
$287K +$287K +3,459 New
ES
1296
ETF Store
Kansas
$283K +$18.7K +221 +7%
CCM
1297
Chiron Capital Management
Florida
$283K +$283K +3,419 New
HFS
1298
Horizon Financial Services
North Carolina
$281K +$663 +8 +0.2%
PFM
1299
Peak Financial Management
Massachusetts
$280K -$67.9K -820 -20%
CCB
1300
Cutter & Co Brokerage
Missouri
$279K -$8.2K -99 -3%
50 51
52
53 54