XLE icon

Energy Select Sector SPDR Fund

1,804 hedge funds and large institutions have $22.5B invested in Energy Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 691 increasing their positions, 727 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+36
Holders Change %
+2.04%
% of All Funds
26.15%
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.25%
New
194
Increased
691
Reduced
727
Closed
133
Calls
$5.01B
Puts
$9.03B
Net Calls
-$4.02B
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BPWM
1426
Badgley Phelps Wealth Managers
Washington
$283K -$6.42K -68 -2%
NL
1427
NDWM LLC
California
$282K -$28.3K -300 -9%
FA
1428
Fiduciary Alliance
South Carolina
$282K -$18.9K -199 -6%
HAM
1429
Harmony Asset Management
Arizona
$281K -$117K -1,242 -29%
ARG
1430
Advisory Resource Group
Oklahoma
$280K -$91K -964 -24%
SOS
1431
Silver Oak Securities
Tennessee
$279K +$279K +2,953 New
BOSSRA
1432
B.O.S.S. Retirement Advisors
Utah
$279K -$53K -632 -16%
VL
1433
Vima LLC
Michigan
$277K +$23.9K +289 +9%
NEPWA
1434
New England Private Wealth Advisors
Massachusetts
$277K -$199K -2,100 -42%
AI
1435
ArchPoint Investors
Florida
$277K +$277K +2,929 New
MPW
1436
Monterey Private Wealth
California
$275K
CST
1437
Charles Schwab Trust
Nevada
$275K +$275K +2,908 New
SIM
1438
Stratos Investment Management
Ohio
$274K +$274K +2,904 New
FCFC
1439
First Citizens Financial Corp
Iowa
$274K +$274K +2,904 New
COCM
1440
Charter Oak Capital Management
New Hampshire
$274K -$2.45K -26 -0.9%
CWP
1441
Core Wealth Partners
California
$273K -$71.1K -753 -21%
Pictet Asset Management
1442
Pictet Asset Management
Switzerland
$270K -$170K -1,805 -39%
C
1443
Covestor
United Kingdom
$270K +$51.8K +548 +24%
KPWG
1444
KFA Private Wealth Group
Virginia
$270K +$34.1K +361 +14%
IC
1445
Iconiq Capital
California
$270K +$2.17K +23 +0.8%
AMIM
1446
Aull & Monroe Investment Management
Alabama
$270K
RWP
1447
RWA Wealth Partners
Massachusetts
$269K +$566 +6 +0.2%
CW
1448
CIC Wealth
Maryland
$267K
AFG
1449
Allegheny Financial Group
Pennsylvania
$267K -$49.9K -528 -16%
KIG
1450
Kessler Investment Group
Indiana
$267K +$150K +1,589 +128%