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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 %
TAM
1326
TCP Asset Management
Ohio
$242K +$325 +4 +0.1%
CCWM
1327
Cassaday & Co Wealth Management
Virginia
$241K -$15.8K -195 -6%
TW
1328
Transform Wealth
Colorado
$239K +$239K +2,950 New
LIM
1329
Leavell Investment Management
Alabama
$239K +$239K +2,941 New
CA
1330
CGN Advisors
Kansas
$239K -$5.44K -67 -2%
OL
1331
Owen LaRue
Kentucky
$239K +$239K +2,932 New
EWM
1332
Evermay Wealth Management
Virginia
$237K -$6.41K -79 -3%
WWG
1333
West Wealth Group
California
$236K +$649 +8 +0.3%
CFCI
1334
Comprehensive Financial Consultants Institutional
Indiana
$236K -$5.28K -65 -2%
BWM
1335
BCS Wealth Management
Tennessee
$235K – – –
LWM
1336
LJI Wealth Management
Indiana
$235K -$16.2K -200 -6%
CWM
1337
Connecticut Wealth Management
Connecticut
$234K +$7.87K +97 +3%
VWA
1338
V Wealth Advisors
Kansas
$234K -$6.98K -86 -3%
NCM
1339
Noesis Capital Mangement
Florida
$234K -$9.74K -120 -4%
VHAM
1340
Van Hulzen Asset Management
California
$233K +$4.55K +56 +2%
MPW
1341
Monterey Private Wealth
California
$232K -$5.36K -66 -2%
AMIM
1342
Aull & Monroe Investment Management
Alabama
$232K – – –
AWC
1343
Adamsbrown Wealth Consultants
Kansas
$232K – – –
CPG
1344
Cornerstone Planning Group
New Jersey
$231K +$231K +2,848 New
ACG
1345
Allen Capital Group
Nebraska
$230K -$8.28K -102 -3%
CFP
1346
Curran Financial Partners
South Carolina
$229K +$1.95K +24 +0.9%
DWA
1347
Delos Wealth Advisors
Texas
$229K -$20K -247 -8%
WF
1348
Welch & Forbes
Massachusetts
$229K +$229K +2,817 New
ISWM
1349
Independent Solutions Wealth Management
New York
$227K – – –
Loomis, Sayles & Company
1350
Loomis, Sayles & Company
Massachusetts
$227K +$126K +1,545 +124%
52 53
54
55 56