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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

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

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$332M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$729M
3
UBS Group
UBS Group
Switzerland
$904M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$111M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$220M

Top Sellers

1
Barclays
Barclays
United Kingdom
$280M
2
PF
Phoenix Financial
Israel
$8.05M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$106M
4
Bank of America
Bank of America
North Carolina
$3.59B
5
Wells Fargo
Wells Fargo
California
$907M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1451
Bragg Financial Advisors
North Carolina
$219K -$9.13K -101 -4%
AC
1452
Anson Capital
Georgia
$218K +$218K +2,416 New
JF
1453
JSF Financial
California
$218K +$218K +2,408 New
BP
1454
BBR Partners
New York
$217K +$217K +2,396 New
LRIA
1455
Leonard Rickey Investment Advisors
Washington
$215K -$14.1K -156 -6%
PA
1456
Parkside Advisors
California
$215K +$215K +2,379 New
BFO
1457
Boston Family Office
Massachusetts
$215K -$73.9K -819 -26%
WHG
1458
Westwood Holdings Group
Texas
$215K +$215K +2,383 New
GLLW
1459
Graves Light Lenhart Wealth
Virginia
$214K +$171 +2 +0.1%
WQ
1460
Wealth Quarterback
New Jersey
$213K +$213K +2,362 New
AFP
1461
Alpha Financial Partners
Kentucky
$213K +$213K +2,352 New
CSIC
1462
Clifford Swan Investment Counsel
California
$212K +$212K +2,347 New
VW
1463
Vance Wealth
California
$212K +$212K +2,340 New
AG
1464
Ascent Group
Virginia
$210K +$210K +2,541 New
CCM
1465
Condor Capital Management
New Jersey
$209K +$209K +2,314 New
NB
1466
Nicolet Bankshares
Wisconsin
$209K +$209K +2,310 New
G
1467
Gainplan
Michigan
$208K +$208K +2,303 New
OCM
1468
Orleans Capital Management
Louisiana
$207K +$207K +2,295 New
DT
1469
Diversified Trust
Tennessee
$207K +$207K +2,295 New
B
1470
Bridgeworth
Alabama
$207K +$207K +2,292 New
PFM
1471
Peak Financial Management
Massachusetts
$206K +$206K +2,280 New
CWM
1472
Centric Wealth Management
Illinois
$205K +$205K +2,268 New
PW
1473
Peninsula Wealth
California
$205K +$205K +2,305 New
MWA
1474
Meridian Wealth Advisors
Texas
$204K +$204K +2,259 New
BSWM
1475
Boston Standard Wealth Management
Massachusetts
$204K +$204K +2,256 New
57 58
59
60 61