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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 %
DWA
1401
Douglass Winthrop Advisors
New York
$219K – – –
WFA
1402
Wellspring Financial Advisors
Ohio
$219K +$19.5K +235 +10%
BCWM
1403
Bartlett & Co Wealth Management
Ohio
$218K -$18.8K -227 -8%
BC
1404
Bartlett & Co
Ohio
$218K -$18.8K -227 -8%
IA
1405
IAM Advisory
Pennsylvania
$217K -$109K -1,318 -33%
TW
1406
TrinityPoint Wealth
Connecticut
$217K +$217K +2,619 New
NAS
1407
Nicolet Advisory Services
Wisconsin
$217K -$20.6K -242 -9%
CD
1408
Chapin Davis
Maryland
$217K +$19.5K +236 +10%
WA
1409
Wealth Alliance
New York
$215K +$19.8K +239 +10%
MA
1410
MCF Advisors
Kentucky
$215K +$8.86K +107 +4%
VWM
1411
Valley Wealth Managers
New Jersey
$215K -$27.3K -330 -11%
PFC
1412
Phocas Financial Corp
California
$215K -$389K -4,700 -64%
KJHP
1413
K.J. Harrison & Partners
Ontario, Canada
$215K +$16.7K +202 +8%
PCFFS
1414
Pacific Center for Financial Services
California
$215K +$215K +2,590 New
SL
1415
Sentinus LLC
Illinois
$213K +$213K +2,570 New
RWP
1416
Revolve Wealth Partners
New Jersey
$212K -$7.54K -91 -3%
VBFP
1417
Valtinson Bruner Financial Planning
Minnesota
$211K +$1.74K +21 +0.8%
PCM
1418
Palisade Capital Management
New Jersey
$211K -$16.6K -200 -7%
OLA
1419
Oliver Luxxe Assets
New Jersey
$211K -$47.5K -574 -18%
OPCM
1420
Osborne Partners Capital Management
California
$210K -$92.4K -1,115 -31%
GI
1421
Gradient Investments
Minnesota
$209K +$36K +435 +21%
SHJ
1422
Sharkey, Howes & Javer
Colorado
$208K +$2.15K +26 +1%
AA
1423
Apriem Advisors
California
$208K -$16.6K -200 -7%
FGA
1424
Fortis Group Advisors
New Jersey
$208K +$208K +2,442 New
MWA
1425
Martel Wealth Advisors
Washington
$208K – – –
55 56
57
58 59