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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 %
MA
1301
MAS Advisors
Florida
$277K -$68.1K -822 -20%
LFGH
1302
Lee Financial Group Hawaii
Hawaii
$277K -$17.3K -209 -6%
GPA
1303
Garrison Point Advisors
California
$276K – – –
BZWA
1304
Blue Zone Wealth Advisors
California
$275K -$3.23K -39 -1%
SFWA
1305
Summit Financial Wealth Advisors
Louisiana
$275K +$66.3K +800 +32%
MHB
1306
Midwest Heritage Bank
Iowa
$274K -$104K -1,257 -28%
SGCA
1307
Steel Grove Capital Advisors
Tennessee
$273K +$11.6K +140 +4%
LCGC
1308
Legacy Capital Group California
California
$272K +$272K +3,289 New
GCA
1309
Gradient Capital Advisors
California
$272K +$331 +4 +0.1%
AC
1310
Avestar Capital
New York
$271K – – –
WA
1311
Waverly Advisors
Alabama
$271K +$34.6K +418 +15%
SI
1312
Symmetry Investments
Jersey
$269K +$269K +3,250 New
SDWMA
1313
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K -$17.9K -216 -6%
AFA
1314
American Financial Advisors
Georgia
$269K +$4.56K +55 +2%
VW
1315
Vance Wealth
California
$268K -$10.1K -122 -4%
ISB
1316
Iowa State Bank
Iowa
$268K -$19.1K -231 -7%
AP
1317
Americana Partners
Texas
$268K +$83 +1 +0%
XF
1318
XML Financial
Maryland
$268K -$23.9K -288 -8%
MWAM
1319
Manhattan West Asset Management
California
$267K -$297K -3,587 -53%
OA
1320
Oxbow Advisors
Texas
$266K – – –
RZH
1321
Relyea Zuckerberg Hanson
Connecticut
$266K – – –
SL
1322
SWMG LLC
Texas
$266K +$266K +3,210 New
RGF
1323
Retirement Guys Formula
Ohio
$266K -$1.49K -18 -0.6%
PBT
1324
Pictet Bank & Trust
Bahamas
$265K – – –
RMAM
1325
Raab & Moskowitz Asset Management
New Jersey
$265K +$2.4K +29 +0.9%
51 52
53
54 55