XLE icon

Energy Select Sector SPDR Fund

1,703 hedge funds and large institutions have $22.6B invested in Energy Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 691 increasing their positions, 601 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.15%
Holding in Top 10
107
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+37.18%
% of All Funds
1.71%
New
210
Increased
691
Reduced
601
Closed
98
Calls
$5.53B
Puts
$9.78B
Net Calls
-$4.25B
Net Calls Change
-$2.03B
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1401
Wambolt & Associates
Colorado
$250K +$250K +2,822 New
WDL
1402
Well Done LLC
Michigan
$249K +$1.09K +12 +0.4%
BBW
1403
Blue Barn Wealth
Utah
$249K
ACM
1404
AlphaStar Capital Management
North Carolina
$248K -$136K -1,507 -35%
CD
1405
Chapin Davis
Maryland
$247K -$2.8K -31 -1%
AGA
1406
Arkos Global Advisors
Texas
$247K
ACG
1407
Allen Capital Group
Nebraska
$246K -$5.05K -57 -2%
KA
1408
Klingman & Associates
New York
$246K +$246K +2,719 New
AG
1409
Appleton Group
Wisconsin
$245K +$245K +2,710 New
CFS
1410
Commonwealth Financial Services
West Virginia
$243K +$243K +2,688 New
SIMG
1411
Sonora Investment Management Group
Arizona
$243K -$84.5K -935 -26%
CFP
1412
Curran Financial Partners
South Carolina
$241K -$14.1K -156 -6%
RGF
1413
Retirement Guys Formula
Ohio
$241K +$1.54K +17 +0.6%
AWA
1414
Aaron Wealth Advisors
Illinois
$240K
DWA
1415
Douglass Winthrop Advisors
New York
$240K
VBFP
1416
Valtinson Bruner Financial Planning
Minnesota
$238K +$5.79K +64 +2%
WFA
1417
Wellspring Financial Advisors
Ohio
$238K -$5.06K -56 -2%
BCWM
1418
Bartlett & Co Wealth Management
Ohio
$238K
BC
1419
Bartlett & Co
Ohio
$238K
RZH
1420
Relyea Zuckerberg Hanson
Connecticut
$238K -$52.5K -581 -18%
TFA
1421
Tranquilli Financial Advisor
New Jersey
$238K +$238K +2,631 New
C
1422
Certuity
Florida
$236K +$236K +2,615 New
SFFS
1423
Stonehage Fleming Financial Services
Jersey
$236K +$146K +1,611 +161%
BWM
1424
BCS Wealth Management
Tennessee
$236K -$26K -288 -10%
RWP
1425
RWA Wealth Partners
Massachusetts
$235K +$235K +2,601 New