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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 %
CW
1301
CIC Wealth
Maryland
$258K – – –
SWM
1302
Selective Wealth Management
Virginia
$257K +$257K +3,161 New
AAS
1303
Asset Allocation Strategies
Michigan
$256K +$256K +3,154 New
AC
1304
Avestar Capital
New York
$256K -$9.58K -118 -4%
FA
1305
Fiduciary Alliance
South Carolina
$256K +$256K +3,149 New
WP
1306
Westmount Partners
California
$254K +$5.52K +68 +2%
IWA
1307
Intercontinental Wealth Advisors
Texas
$254K -$3.33K -41 -1%
VCM
1308
Viewpoint Capital Management
Washington
$253K – – –
Jones Financial Companies
1309
Jones Financial Companies
Missouri
$252K -$3.65K -45 -1%
RMAM
1310
Raab & Moskowitz Asset Management
New Jersey
$251K -$8.12K -100 -3%
AAM
1311
Alphadyne Asset Management
New York
$250K -$1.29M -15,833 -84%
GAG
1312
GM Advisory Group
New York
$248K +$248K +3,056 New
JSW
1313
Journey Strategic Wealth
New Jersey
$248K -$88.9K -1,095 -26%
HIMC
1314
Heritage Investors Management Corp
Maryland
$247K – – –
ES
1315
Eagle Strategies
New York
$247K -$56.3K -693 -19%
APA
1316
Astoria Portfolio Advisors
New York
$247K +$335 +4 +0.1%
CCA
1317
Column Capital Advisors
Indiana
$246K – – –
EIA
1318
Eldridge Investment Advisors
New Hampshire
$246K – – –
CSWM
1319
Cassady Schiller Wealth Management
Ohio
$245K – – –
WC
1320
Waterloo Capital
Texas
$244K -$98.9K -1,218 -29%
BPWM
1321
Badgley Phelps Wealth Managers
Washington
$244K – – –
EVM
1322
Evelyn V. Moreno
$244K – – –
HT
1323
Heritage Trust
Oklahoma
$244K +$244K +3,000 New
TWA
1324
Talisman Wealth Advisors
New Jersey
$242K -$11.9K -147 -5%
FP
1325
Financial Perspectives
Minnesota
$242K +$14.4K +178 +6%
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