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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.93%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Bank of America
2
Bank of America
North Carolina
$3.46B
3
Jane Street
3
Jane Street
New York
$129M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$108M
5
Fidelity International
5
Fidelity International
Bermuda
$134M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.5M
2
QFA
2
Quattro Financial Advisors
Texas
$875K
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$2.1M
4
Charles Schwab
4
Charles Schwab
California
$144M
5
UBS Group
5
UBS Group
Switzerland
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
126
Lee Financial
Texas
$17.6M 209,760 -4,215 -2%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$17.5M 209,230 -7,361 -3%
Creative Planning
128
Creative Planning
Kansas
$17.3M 206,021 +36,528 +22%
OCBCO
129
Oversea-Chinese Banking Corp (OCBC)
Singapore
$17.1M 203,829 -5,239 -3%
Brown Advisory
130
Brown Advisory
Maryland
$17.1M 203,611 +30,892 +18%
SPIA
131
Steward Partners Investment Advisory
New York
$17M 202,824 -7,387 -4%
CIA
132
Concurrent Investment Advisors
Florida
$17M 202,450 +202,450 New
MYLI
133
Meiji Yasuda Life Insurance
Japan
$16.8M 200,342 +63,427 +46%
SOMRS
134
State of Michigan Retirement System
Michigan
$16.8M 200,000 -220,000 -52%
WC
135
Whitney & Co
New York
$16.3M 194,726 +2,475 +1%
CA
136
Cetera Advisors
Colorado
$16.2M 192,825 -47,196 -20%
AWS
137
Atria Wealth Solutions
New York
$16M 190,497 -7,389 -4%
USCWA
138
U.S. Capital Wealth Advisors
Texas
$15.7M 187,316 -1,738 -0.9%
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$15.5M 184,539 +184,539 New
MD
140
Money Design
Japan
$15.4M 183,253 -4,743 -3%
AC
141
ASB Consultores
Florida
$15.4M 183,202 +1,157 +0.6%
FSC
142
Full Sail Capital
Oklahoma
$15.3M 182,548 +8,774 +5%
SAM
143
SP Asset Management
California
$15.3M 182,088 +1,595 +0.9%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$15.2M 180,955 +30,250 +20%
BFM
145
Boothbay Fund Management
New York
$15M 179,350 +79,350 +79%
SPIS
146
Steward Partners Investment Solutions
Oregon
$14.8M 176,344 +176,344 New
LOAMU
147
Lombard Odier Asset Management (USA)
New York
$14.5M 173,475 +127,475 +277%
SG Americas Securities
148
SG Americas Securities
New York
$14.5M 172,838 -86,386 -33%
ARC
149
Advisor Resource Council
Texas
$14.5M 172,807 +150,692 +681%
AAG
150
Armstrong Advisory Group
Massachusetts
$14.5M 172,696 +465 +0.3%
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