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 %
MIAS
1426
Mason Investment Advisory Services
Virginia
$235K +$235K +2,597 New
LWCFA
1427
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$234K +$80.9K +924 +53%
FLPIM
1428
F.L. Putnam Investment Management
Massachusetts
$234K +$234K +2,590 New
PCMC
1429
Paragon Capital Management (Colorado)
Colorado
$234K +$234K +2,589 New
QCM
1430
Quantinno Capital Management
New York
$233K
HCA
1431
Harbor Capital Advisors
Illinois
$233K +$233K +2,573 New
SHJ
1432
Sharkey, Howes & Javer
Colorado
$231K +$1.72K +19 +0.7%
FCM
1433
Family Capital Management
Michigan
$231K +$231K +2,557 New
OAM
1434
Occidental Asset Management
California
$230K +$230K +2,545 New
BCM
1435
BluePath Capital Management
Georgia
$230K +$230K +2,544 New
APP
1436
Avantax Planning Partners
Iowa
$230K +$230K +2,540 New
OPCM
1437
Osborne Partners Capital Management
California
$229K
CAS
1438
Coppell Advisory Solutions
Texas
$229K -$130K -1,485 -36%
RWP
1439
Revolve Wealth Partners
New Jersey
$228K -$3.07K -34 -1%
EVM
1440
Evelyn V. Moreno
$226K -$45.2K -500 -17%
VWM
1441
Valley Wealth Managers
New Jersey
$225K
3F
1442
360 Financial
Minnesota
$225K -$62.5K -705 -22%
PAMG
1443
Patton Albertson Miller Group
Tennessee
$224K
OLA
1444
Oliver Luxxe Assets
New Jersey
$223K -$6.78K -75 -3%
GI
1445
Gradient Investments
Minnesota
$222K -$17.4K -192 -7%
CWM
1446
Concentric Wealth Management
California
$222K +$222K +2,453 New
CMI
1447
Clare Market Investments
Texas
$222K -$2.98K -33 -1%
Jones Financial Companies
1448
Jones Financial Companies
Missouri
$221K -$59.7K -660 -21%
AT
1449
Arden Trust
Delaware
$221K +$221K +2,445 New
EWM
1450
Elevatus Welath Management
New York
$221K +$221K +2,441 New