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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 %
CWM
1351
Circle Wealth Management
New Jersey
$226K +$1.38K +17 +0.6%
NCM
1352
NCM Capital Management
New Jersey
$226K -$24K -296 -10%
AIM
1353
Anchor Investment Management
South Carolina
$225K -$812 -10 -0.4%
CD
1354
Chapin Davis
Maryland
$224K +$12.2K +150 +6%
BBW
1355
Blue Barn Wealth
Utah
$223K -$7.87K -97 -3%
WDL
1356
Well Done LLC
Michigan
$223K – – –
AGA
1357
Arkos Global Advisors
Texas
$222K – – –
TAM
1358
Tucker Asset Management
Colorado
$222K -$4.57M -56,317 -95%
SDWMA
1359
Schneider Downs Wealth Management Advisors
Pennsylvania
$220K -$44.2K -544 -17%
IW
1360
Imprint Wealth
South Carolina
$219K -$128K -1,567 -37%
NSIM
1361
North Star Investment Management
Illinois
$219K +$49.8K +613 +29%
WFA
1362
Wellspring Financial Advisors
Ohio
$218K +$4.14K +51 +2%
ECA
1363
Elevated Capital Advisors
Utah
$217K +$217K +2,669 New
AWM
1364
Aprio Wealth Management
Georgia
$216K -$228K -2,805 -51%
CL
1365
Choreo LLC
Illinois
$216K -$536K -6,610 -71%
API
1366
Advisor Partners II
California
$216K +$216K +2,657 New
AWA
1367
Aaron Wealth Advisors
Illinois
$216K – – –
DWA
1368
Douglass Winthrop Advisors
New York
$215K – – –
RGF
1369
Retirement Guys Formula
Ohio
$215K -$45.6K -562 -18%
GI
1370
Gradient Investments
Minnesota
$215K +$10.5K +129 +5%
BC
1371
Bartlett & Co
Ohio
$214K – – –
BCWM
1372
Bartlett & Co Wealth Management
Ohio
$214K – – –
FFA
1373
First Foundation Advisors
California
$213K -$96.8K -1,192 -31%
Financial Engines Advisors
1374
Financial Engines Advisors
California
$213K -$27.9K -344 -12%
HWM
1375
Hemington Wealth Management
Virginia
$211K +$211K +2,600 New
53 54
55
56 57