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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,551 hedge funds and large institutions have $19.8B invested in Energy Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 631 increasing their positions, 616 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.82%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.97%
New
124
Increased
631
Reduced
616
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.72B
2
UBS Group
2
UBS Group
Switzerland
$950M
3
Bank of America
3
Bank of America
North Carolina
$3.37B
4
SGDR
4
SPX Gestao de Recursos
Brazil
$247M
5
Wells Fargo
5
Wells Fargo
California
$775M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$26M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$51.3M
3
Barclays
3
Barclays
United Kingdom
$160M
4
SAM
4
Strategic Asset Management
Minnesota
$106K
5
SC
5
Sculptor Capital
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
126
Schroder Investment Management Group
United Kingdom
$15.4M -$4.91M -68,223 -24%
FSC
127
Full Sail Capital
Oklahoma
$15.4M +$152K +2,117 +1%
DWM
128
Doyle Wealth Management
Florida
$15.3M -$502K -6,971 -3%
SAS
129
SMI Advisory Services
Indiana
$15.2M +$599K +8,313 +4%
CA
130
Cornerstone Advisors
North Carolina
$15.1M -$3.6M -50,000 -19%
ECM
131
ExodusPoint Capital Management
New York
$15.1M +$15.1M +209,234 New
SWP
132
Stratos Wealth Partners
Ohio
$14.9M -$7.74M -107,406 -34%
IAN
133
Integrated Advisors Network
Texas
$14.9M -$1.53M -21,293 -9%
AF
134
Alerus Financial
North Dakota
$14.8M -$1.51M -20,959 -9%
ONB
135
Old National Bancorp
Indiana
$14.7M -$202K -2,802 -1%
PWPCM
136
Perella Weinberg Partners Capital Management
New York
$14.7M – – –
MPM
137
MBB Public Markets
Illinois
$14.1M +$4.64M +64,424 +49%
LOAMU
138
Lombard Odier Asset Management (USA)
New York
$14M +$4.42M +61,374 +46%
NWM
139
NEIRG Wealth Management
Massachusetts
$13.3M -$722K -10,021 -5%
SC
140
Scotia Capital
Ontario, Canada
$13.2M +$691K +9,594 +6%
CIAS
141
Capital Investment Advisory Services
North Carolina
$13.2M +$1.19M +16,455 +10%
RAM
142
Riggs Asset Management
Pennsylvania
$13.2M -$79.9K -1,110 -0.6%
Wolverine Trading
143
Wolverine Trading
Illinois
$13.2M +$8M +110,164 +154%
BCM
144
Blume Capital Management
California
$13.2M -$116K -1,604 -0.9%
FIB
145
First Interstate Bank
Montana
$13.2M +$241K +3,342 +2%
SAM
146
SP Asset Management
California
$12.9M +$133K +1,850 +1%
WC
147
Whitney & Co
New York
$12.8M +$121K +1,675 +1%
Capstone Investment Advisors
148
Capstone Investment Advisors
New York
$12.8M -$3.63M -50,390 -22%
RWM
149
Rezny Wealth Management
Florida
$12.7M +$94.9K +1,318 +0.8%
EH
150
Equitable Holdings
New York
$12.6M -$108K -1,503 -0.8%
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