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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 %
CFG
1351
Carr Financial Group
Massachusetts
$250K -$146K -1,766 -37%
CA
1352
CGN Advisors
Kansas
$249K -$11.3K -136 -4%
EE
1353
EWG Elevate
California
$249K +$10.4K +125 +4%
DACS
1354
Dymon Asia Capital (Singapore)
Singapore
$248K -$1.18M -14,250 -83%
BPWM
1355
Badgley Phelps Wealth Managers
Washington
$248K -$16.6K -200 -6%
DAM
1356
Deltec Asset Management
New York
$248K – – –
EVM
1357
Evelyn V. Moreno
$248K – – –
CFO
1358
Colony Family Offices
North Carolina
$248K +$248K +3,000 New
EWM
1359
Evermay Wealth Management
Virginia
$248K +$21.6K +261 +10%
NCM
1360
Noesis Capital Mangement
Florida
$248K -$29.3K -354 -11%
TAM
1361
TCP Asset Management
Ohio
$246K +$17.6K +212 +8%
BFO
1362
Boston Family Office
Massachusetts
$246K – – –
Financial Engines Advisors
1363
Financial Engines Advisors
California
$246K +$246K +2,967 New
VWA
1364
V Wealth Advisors
Kansas
$245K -$21.4K -258 -8%
CFCI
1365
Comprehensive Financial Consultants Institutional
Indiana
$245K -$336K -4,057 -58%
FWA
1366
FSM Wealth Advisors
Ohio
$243K +$243K +2,939 New
ACG
1367
Allen Capital Group
Nebraska
$243K +$243K +2,935 New
MPW
1368
Monterey Private Wealth
California
$243K +$5.47K +66 +2%
CWP
1369
Core Wealth Partners
California
$243K +$243K +2,929 New
HH
1370
HWG Holdings
Texas
$242K -$52.3K -632 -18%
CCG
1371
Coastwise Capital Group
California
$241K +$40.2K +485 +20%
WWG
1372
West Wealth Group
California
$240K -$1.04M -12,497 -81%
SSG
1373
Summit Securities Group
New York
$240K -$3.28M -39,600 -93%
BWM
1374
BCS Wealth Management
Tennessee
$240K +$20.7K +250 +9%
JF
1375
JSF Financial
California
$239K -$456K -5,508 -66%
53 54
55
56 57