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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,713 hedge funds and large institutions have $26B invested in Energy Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 710 increasing their positions, 569 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+162
Holders Change %
+10.44%
% of All Funds
27.64%
Holding in Top 10
138
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+21.05%
% of All Funds
2.23%
New
284
Increased
710
Reduced
569
Closed
92
Calls
$4.79B
Puts
$10.5B
Net Calls
-$5.69B
Net Calls Change
+$531M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$540M
2
Barclays
Barclays
United Kingdom
$422M
3
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$205M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$188M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$145M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.52B
2
Bank of America
Bank of America
North Carolina
$3.74B
3
SGDR
SPX Gestao de Recursos
Brazil
$5.02M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$612M
5
CI
Clal Insurance
Israel
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1476
Peterson Wealth Management
Nevada
$218K -$102K -1,170 -32%
FCA
1477
Fortis Capital Advisors
Kansas
$218K +$218K +2,488 New
MA
1478
MCF Advisors
Kentucky
$218K +$175 +2 +0.1%
WPP
1479
Whalerock Point Partners
Rhode Island
$217K +$217K +2,482 New
SBL
1480
Sargent Bickham Lagudis
Colorado
$215K +$93.9K +1,073 +78%
API
1481
Advisor Partners II
California
$214K +$214K +2,444 New
AT
1482
Arden Trust
Delaware
$214K +$214K +2,445 New
IWA
1483
Icon Wealth Advisors
Texas
$214K +$25.9K +296 +14%
AWC
1484
Abundance Wealth Counselors
Pennsylvania
$213K +$213K +2,439 New
CCG
1485
Coastwise Capital Group
California
$213K -$204K -2,334 -49%
WA
1486
WestEnd Advisors
North Carolina
$211K -$256K -2,931 -55%
WFA
1487
Wellspring Financial Advisors
Ohio
$210K +$210K +2,405 New
OCM
1488
Orleans Capital Management
Louisiana
$210K +$210K +2,400 New
NB
1489
Nicolet Bankshares
Wisconsin
$210K +$210K +2,397 New
CD
1490
Chapin Davis
Maryland
$208K +$208K +2,380 New
PAMG
1491
Patton Albertson Miller Group
Tennessee
$208K +$208K +2,379 New
CIP
1492
Chartwell Investment Partners
Pennsylvania
$207K +$207K +2,364 New
WA
1493
Wealth Alliance
New York
$206K +$206K +2,355 New
AP
1494
Advisors Preferred
Maryland
$206K +$51.5K +610 +33%
B
1495
Bridgeworth
Alabama
$205K +$205K +2,348 New
WQ
1496
Wealth Quarterback
New Jersey
$205K -$67.4K -771 -25%
FCFC
1497
First Commonwealth Financial Corp
Pennsylvania
$205K +$205K +2,345 New
RBC
1498
Romano Brothers & Co
Illinois
$205K +$205K +2,342 New
CCM
1499
Chilton Capital Management
Texas
$205K +$205K +2,338 New
PCMC
1500
Paragon Capital Management (Colorado)
Colorado
$203K +$203K +2,321 New
58 59
60
61 62