XLE icon

Energy Select Sector SPDR Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
1351
Matthew Hamilton Rosenberg
$268K
TCWA
1352
Turtle Creek Wealth Advisors
Texas
$267K -$6.59K -75 -2%
EIA
1353
Eldridge Investment Advisors
New Hampshire
$266K
MCM
1354
Magnolia Capital Management
New York
$266K
MA
1355
MBA Advisors
Pennsylvania
$264K +$4.92K +56 +2%
BFP
1356
Briaud Financial Planning
Texas
$264K
NL
1357
NDWM LLC
California
$264K +$351 +4 +0.1%
P
1358
Pitcairn
Pennsylvania
$263K +$263K +3,000 New
FCFC
1359
First Citizens Financial Corp
Iowa
$263K +$7.55K +86 +3%
MA
1360
MKT Advisors
California
$262K +$12.2K +135 +5%
NCM
1361
NCM Capital Management
New Jersey
$262K -$17.5K -199 -6%
WEG
1362
World Equity Group
Illinois
$262K -$110K -1,253 -30%
CCG
1363
Coastwise Capital Group
California
$261K +$52.8K +602 +25%
AMIM
1364
Aull & Monroe Investment Management
Alabama
$259K
KDA
1365
Kraft Davis & Associates
Missouri
$259K -$1.45M -16,346 -85%
CD
1366
Chapin Davis
Maryland
$259K +$10.1K +115 +4%
TWA
1367
Talisman Wealth Advisors
New Jersey
$258K +$13.8K +158 +6%
WP
1368
Westmount Partners
California
$258K +$1.67K +19 +0.7%
AI
1369
ArchPoint Investors
Florida
$257K
GFP
1370
Gryphon Financial Partners
Ohio
$256K -$41.8K -476 -14%
FFA
1371
First Foundation Advisors
California
$256K -$110K -1,258 -30%
SIM
1372
Stratos Investment Management
Ohio
$256K +$32.9K +375 +15%
GPA
1373
Garrison Point Advisors
California
$255K
MPW
1374
Monterey Private Wealth
California
$255K
IC
1375
Iconiq Capital
California
$255K +$2.11K +24 +0.8%