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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,611 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 575 increasing their positions, 726 reducing their positions, and 149 closing their positions.

Holders
1,611
Holders Change
-43
Holders Change %
-2.6%
% of All Funds
25.41%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
1.23%
New
124
Increased
575
Reduced
726
Closed
149
Calls
$3.73B
Puts
$5.95B
Net Calls
-$2.22B
Net Calls Change
+$1.31B

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$181M
2
PF
2
Phoenix Financial
Israel
$153M
3
Barclays
3
Barclays
United Kingdom
$450M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$97.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.29B

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Millennium Management
2
Millennium Management
New York
$11.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$514M
4
UBS Group
4
UBS Group
Switzerland
$705M
5
SGDR
5
SPX Gestao de Recursos
Brazil
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
126
U.S. Capital Wealth Advisors
Texas
$15.3M 188,123 +2,705 +1%
Man Group
127
Man Group
United Kingdom
$15.3M 187,890 +187,890 New
AAG
128
Armstrong Advisory Group
Massachusetts
$15.2M 186,873 +1,149 +0.6%
TC
129
Trilogy Capital
California
$15.1M 179,521 +160,214 +830%
IWC
130
Integrated Wealth Concepts
Massachusetts
$14.9M 182,999 -275,280 -60%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$14.8M 182,920 +4,740 +3%
RWM
132
Rezny Wealth Management
Florida
$14.7M 180,882 +10,445 +6%
1832 Asset Management
133
1832 Asset Management
Ontario, Canada
$14.6M 179,749 -202,897 -53%
SC
134
Scotia Capital
Ontario, Canada
$14.6M 179,729 -7,393 -4%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$14.6M 179,706 +179,706 New
SAM
136
SP Asset Management
California
$14.6M 179,641 +677 +0.4%
BCM
137
Blume Capital Management
California
$14.2M 174,720 +1,230 +0.7%
FIB
138
First Interstate Bank
Montana
$14.1M 173,292 +387 +0.2%
ACM
139
Alpha Capital Management
Texas
$14M 160,295 – –
EC
140
Estate Counselors
Wisconsin
$14M 172,320 +164,430 +2,084%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$13.9M 170,815 +20,225 +13%
BBP
142
Banco BTG Pactual
Brazil
$13.7M 168,255 +153,162 +1,015%
State Street
143
State Street
Massachusetts
$13.6M 167,682 -899,645 -84%
RCA
144
Resonant Capital Advisors
Wisconsin
$13.5M 166,728 +6,557 +4%
MAM
145
Madison Asset Management
Wisconsin
$13.5M 166,450 -27,481 -14%
FMI
146
Factory Mutual Insurance
Massachusetts
$13.1M 161,760 – –
Brown Advisory
147
Brown Advisory
Maryland
$12.9M 158,871 +58,819 +59%
NCM
148
Novare Capital Management
North Carolina
$12.8M 158,113 +13,795 +10%
CCT
149
Chemung Canal Trust
New York
$12.8M 157,902 -3,484 -2%
V
150
Veritable
Delaware
$12.8M 157,647 -737 -0.5%
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6
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