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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.11%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$273M
2
Bank of America
Bank of America
North Carolina
+$195M
3
Barclays
Barclays
United Kingdom
+$180M
4
CI
Clal Insurance
Israel
+$157M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$195M
2
Fidelity International
Fidelity International
Bermuda
-$129M
3
RCM
Rokos Capital Management
United Kingdom
-$120M
4
State Street
State Street
Massachusetts
-$108M
5
Charles Schwab
Charles Schwab
California
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
1301
Sumitomo Mitsui Financial Group
Japan
$304K +$17.6K +200 +6%
LFGO
1302
Legacy Financial Group (Oklahoma)
Oklahoma
$302K +$302K +3,410 New
CSWM
1303
Cassady Schiller Wealth Management
Ohio
$301K – – –
CJ
1304
Caitlin John
Michigan
$300K +$260K +2,750 +652%
NDSI
1305
Newman Dignan & Sheerar Inc
Rhode Island
$299K -$25K -280 -8%
CCP
1306
Clarity Capital Partners
California
$299K +$299K +3,401 New
AFG
1307
Argent Financial Group
Louisiana
$299K +$299K +3,400 New
TWP
1308
Tyche Wealth Partners
Texas
$298K +$7.82K +89 +3%
PFS
1309
Physicians Financial Services
North Carolina
$298K – – –
PPH
1310
Pure Portfolios Holdings
Oregon
$298K +$298K +3,392 New
AWM
1311
Accurate Wealth Management
Florida
$298K -$31.5K -348 -10%
DBRC
1312
D.B. Root & Company
Pennsylvania
$297K +$32.3K +368 +12%
HCMT
1313
Highland Capital Management (Tennessee)
Tennessee
$296K -$330K -3,755 -53%
G
1314
Gainplan
Michigan
$295K – – –
GCA
1315
Gradient Capital Advisors
California
$295K -$6.67K -76 -2%
BCWM
1316
Bartlett & Co Wealth Management
Ohio
$294K -$932K -10,615 -76%
QP
1317
Quartz Partners
New York
$294K +$294K +3,348 New
HFS
1318
Howard Financial Services
Texas
$293K -$12.6K -144 -4%
WIA
1319
Wetzel Investment Advisors
Indiana
$292K -$188K -2,141 -39%
FTDI
1320
First Trust Direct Indexing
Massachusetts
$292K -$68K -774 -19%
MIAS
1321
Mason Investment Advisory Services
Virginia
$291K +$62.6K +713 +27%
MCA
1322
MSH Capital Advisors
Arizona
$291K -$13K -148 -4%
FFWM
1323
Future Financial Wealth Management
Ohio
$291K – – –
AIA
1324
Ally Invest Advisors
North Carolina
$290K +$86.2K +982 +42%
SL
1325
SWMG LLC
Texas
$286K -$67K -709 -19%
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