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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 %
FCA
1451
FinTrust Capital Advisors
South Carolina
$173K – – –
BWM
1452
Baystate Wealth Management
Massachusetts
$170K -$87K -1,050 -34%
AWM
1453
Atticus Wealth Management
Florida
$169K -$762K -9,199 -82%
CI Investments Inc
1454
CI Investments Inc
Ontario, Canada
$166K +$166K +2,000 New
OCM
1455
Orion Capital Management
California
$166K – – –
AAP
1456
Arax Advisory Partners
Colorado
$163K -$6.63K -80 -4%
GC
1457
Garde Capital
Washington
$153K +$83 +1 +0.1%
NF
1458
Norwood Financial
Pennsylvania
$152K -$6.63K -80 -4%
TF
1459
Tompkins Financial
New York
$149K – – –
GWS
1460
Glassman Wealth Services
Virginia
$144K -$332K -4,006 -70%
NIC
1461
Northwest Investment Counselors
Oregon
$141K – – –
Daiwa Securities Group
1462
Daiwa Securities Group
Japan
$141K – – –
OC
1463
Oakworth Capital
Alabama
$141K – – –
IWP
1464
Icon Wealth Partners
Texas
$139K +$139K +1,683 New
TWA
1465
TCI Wealth Advisors
Arizona
$137K -$1.66K -20 -1%
BFO
1466
Biltmore Family Office
North Carolina
$136K +$73.5K +887 +118%
UFF
1467
USA Financial Formulas
Michigan
$135K +$135K +1,634 New
BI
1468
Bramshill Investments
Florida
$135K – – –
FWM
1469
Focused Wealth Management
New York
$135K -$4.63M -55,954 -97%
PFM
1470
Phillips Financial Management
Indiana
$134K – – –
WA
1471
WestEnd Advisors
North Carolina
$134K -$211K -2,409 Closed
AA
1472
Addison Advisors
Vermont
$128K – – –
WOC
1473
West Oak Capital
California
$128K – – –
JGCM
1474
Joseph Group Capital Management
Ohio
$125K -$3.13M -37,773 -96%
WPWM
1475
Western Pacific Wealth Management
Illinois
$125K – – –
57 58
59
60 61