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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 %
CWM
1376
Concentric Wealth Management
California
$238K -$166 -2 -0.1%
AMIM
1377
Aull & Monroe Investment Management
Alabama
$236K – – –
AWC
1378
Adamsbrown Wealth Consultants
Kansas
$236K +$5.88K +71 +3%
BBW
1379
Blue Barn Wealth
Utah
$236K +$83 +1 +0%
MA
1380
MKT Advisors
California
$233K -$22.4K -260 -9%
AFG
1381
Atomi Financial Group
New York
$233K +$233K +2,815 New
VHAM
1382
Van Hulzen Asset Management
California
$233K -$29K -350 -11%
FP
1383
Financial Perspectives
Minnesota
$232K +$2.24K +27 +1%
CFP
1384
Curran Financial Partners
South Carolina
$232K -$56.8K -686 -20%
ISWM
1385
Independent Solutions Wealth Management
New York
$232K – – –
CWM
1386
Concentrum Wealth Management
California
$231K – – –
AIM
1387
Anchor Investment Management
South Carolina
$231K -$8.28K -100 -3%
CWM
1388
Connecticut Wealth Management
Connecticut
$231K +$231K +2,786 New
AFP
1389
Alpha Financial Partners
Kentucky
$230K -$1.19M -14,314 -84%
DCM
1390
Dimension Capital Management
Florida
$230K -$42.3K -511 -16%
CWM
1391
Circle Wealth Management
New Jersey
$229K +$1.66K +20 +0.7%
AC
1392
Anson Capital
Georgia
$229K -$124K -1,501 -35%
WBG
1393
Wharton Business Group
Pennsylvania
$228K – – –
WDL
1394
Well Done LLC
Michigan
$227K – – –
AGA
1395
Arkos Global Advisors
Texas
$227K -$135K -1,631 -37%
CFO
1396
CVA Family Office
Colorado
$226K -$24.8K -300 -10%
AG
1397
Ascent Group
Virginia
$225K -$259K -3,125 -53%
ZIM
1398
Zacks Investment Management
Illinois
$224K +$224K +2,708 New
EWP
1399
Engrave Wealth Partners
Texas
$220K -$835K -9,863 -79%
AWA
1400
Aaron Wealth Advisors
Illinois
$220K -$108K -1,308 -33%
54 55
56
57 58