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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,583 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 619 increasing their positions, 635 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
+44
Holders Change %
+2.86%
% of All Funds
26.77%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.96%
New
172
Increased
619
Reduced
635
Closed
111
Calls
$3.42B
Puts
$9.06B
Net Calls
-$5.64B
Net Calls Change
-$1.57B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$145M
2
Wells Fargo
Wells Fargo
California
+$135M
3
RCM
Rokos Capital Management
United Kingdom
+$102M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$88.8M
5
PPFA
Provida Pension Fund Administrator
Chile
+$84.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$334M
2
CI
Clal Insurance
Israel
-$242M
3
Goldman Sachs
Goldman Sachs
New York
-$147M
4
Bank of America
Bank of America
North Carolina
-$141M
5
Citadel Advisors
Citadel Advisors
Florida
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1351
Empirical Wealth Management
Washington
$200K +$200K +2,791 New
TAM
1352
Townsend Asset Management
North Carolina
$199K +$2K +28 +1%
CPFP
1353
Clear Perspectives Financial Planning
Ohio
$198K +$198K +2,775 New
EL
1354
EMFO LLC
Florida
$197K -$35.8K -500 -15%
JMF
1355
Johnson Midwest Financial
Iowa
$197K +$177K +2,475 +884%
FP
1356
Financial Perspectives
Minnesota
$195K +$2.15K +30 +1%
FFG
1357
Fortem Financial Group
California
$190K -$93K -1,303 -33%
FMII
1358
Farmers & Merchants Investments Inc
Nebraska
$188K -$5K -70 -3%
BFPW
1359
BOK Financial Private Wealth
Colorado
$187K – – –
NL
1360
NVWM LLC
Pennsylvania
$186K -$1.05M -14,732 -85%
JFGIW
1361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K – – –
SC
1362
Shay Capital
New York
$179K +$179K +2,500 New
TCWM
1363
Total Clarity Wealth Management
Illinois
$177K -$282K -3,940 -61%
MA
1364
MCF Advisors
Kentucky
$177K +$285 +4 +0.2%
EWM
1365
Evermay Wealth Management
Virginia
$174K +$114K +1,596 +190%
CWM
1366
Curi Wealth Management
North Carolina
$174K +$129K +1,803 +288%
NSIM
1367
North Star Investment Management
Illinois
$172K +$56.9K +795 +49%
ATFA
1368
All Terrain Financial Advisors
Minnesota
$170K -$422K -5,905 -71%
CCM
1369
Chilton Capital Management
Texas
$164K +$164K +2,287 New
B
1370
Barings
North Carolina
$162K +$162K +2,260 New
HWMA
1371
Heritage Wealth Management (Arizona)
Arizona
$159K +$2.57K +36 +2%
ADL
1372
Asset Dedication LLC
California
$158K +$118K +1,651 +293%
Bank of Montreal
1373
Bank of Montreal
Ontario, Canada
$158K -$6.92K -90,752 -4%
OSAM
1374
O'Shaughnessy Asset Management
Connecticut
$154K -$4.59K -64 -3%
OIA
1375
Optimum Investment Advisors
Illinois
$153K +$25.8K +362 +20%
53 54
55
56 57