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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.

Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.16%
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
1
Bank of Montreal
Ontario, Canada
$332M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$729M
3
UBS Group
3
UBS Group
Switzerland
$904M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$111M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$220M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$280M
2
PF
2
Phoenix Financial
Israel
$8.05M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$106M
4
Bank of America
4
Bank of America
North Carolina
$3.59B
5
Wells Fargo
5
Wells Fargo
California
$907M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
126
Appleton Partners
Massachusetts
$19.9M 219,834 +2,568 +1%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$19.6M 216,591 +45,776 +27%
NA
128
NewEdge Advisors
Louisiana
$19.4M 214,428 +16,713 +8%
LF
129
Lee Financial
Texas
$19.3M 213,975 -11,950 -5%
SPIA
130
Steward Partners Investment Advisory
New York
$19M 210,211 -24,890 -11%
OCBCO
131
Oversea-Chinese Banking Corp (OCBC)
Singapore
$18.9M 209,068 -15,247 -7%
GC
132
Grimes & Company
Massachusetts
$18.3M 202,760 -215,627 -52%
CC
133
Centiva Capital
New York
$18M 198,789 +174,090 +705%
G
134
GenTrust
Florida
$17.9M 198,580 -45,795 -19%
AWS
135
Atria Wealth Solutions
New York
$17.9M 197,886 +8,207 +4%
CA
136
CoreCap Advisors
Michigan
$17.8M 197,396 +110,573 +127%
FHA
137
Flagship Harbor Advisors
Massachusetts
$17.8M 197,125 +492 +0.3%
William Blair & Company
138
William Blair & Company
Illinois
$17.7M 196,087 +7,114 +4%
TCM
139
Tradewinds Capital Management
Washington
$17.6M 195,251 +66,784 +52%
CI
140
Clal Insurance
Israel
$17.5M 194,000 -547,000 -74%
WC
141
Whitney & Co
New York
$17.4M 192,251 +2,355 +1%
PFO
142
Pathstone Family Office
New Jersey
$17.3M 191,621 +179,553 +1,488%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$17.1M 189,054 +931 +0.5%
MD
144
Money Design
Japan
$17M 187,996 -23,918 -11%
OMC
145
Old Mission Capital
Illinois
$16.7M 185,298 +164,162 +777%
CCT
146
Chemung Canal Trust
New York
$16.7M 184,380 +26,478 +17%
AC
147
ASB Consultores
Florida
$16.5M 182,045 +58,084 +47%
RWM
148
Rezny Wealth Management
Florida
$16.3M 180,825 -57 -0%
SAM
149
SP Asset Management
California
$16.3M 180,493 +852 +0.5%
EC
150
Estate Counselors
Wisconsin
$16.1M 177,785 +5,465 +3%
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