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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.47%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$306M
2
Millennium Management
Millennium Management
New York
+$274M
3
MMH
Menora Mivtachim Holdings
Israel
+$207M
4
SGDR
SPX Gestao de Recursos
Brazil
+$200M
5
Citadel Advisors
Citadel Advisors
Florida
+$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384M
2
Citigroup
Citigroup
New York
-$323M
3
Morgan Stanley
Morgan Stanley
New York
-$208M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$176M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
1476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K – – –
FA
1477
Faithward Advisors
Pennsylvania
$121K -$81.6K -1,041 -40%
FIA
1478
FNY Investment Advisers
New York
$120K +$120K +1,450 New
OA
1479
Operose Advisors
Wisconsin
$118K – – –
CPFP
1480
Clear Perspectives Financial Planning
Ohio
$118K -$623K -7,525 -84%
HB
1481
Horizon Bancorp
Indiana
$117K -$8.3K -100 -7%
BWM
1482
BerganKDV Wealth Management
Minnesota
$115K +$18.3K +221 +19%
TCM
1483
TD Capital Management
Tennessee
$115K +$46.5K +562 +68%
WPA
1484
West Paces Advisors
Georgia
$114K +$4.31K +52 +4%
ZB
1485
Zions Bancorporation
Utah
$113K – – –
VCM
1486
Vigilant Capital Management
Maine
$111K +$70.4K +850 +173%
PCM
1487
Perritt Capital Management
Illinois
$110K – – –
WWP
1488
WR Wealth Planners
Missouri
$108K -$102K -1,236 -49%
JEST
1489
JTC Employer Solutions Trustee
Jersey
$107K – – –
KM
1490
Kalos Management
Georgia
$107K +$6.38K +77 +6%
MAWA
1491
Moss Adams Wealth Advisors
Washington
$105K +$580 +7 +0.6%
Loomis, Sayles & Company
1492
Loomis, Sayles & Company
Massachusetts
$103K -$278K -3,365 -73%
MPWT
1493
MassMutual Private Wealth & Trust
Connecticut
$95.3K – – –
DAM
1494
Delta Asset Management
Tennessee
$94.6K +$92.1K +1,112 +3,707%
DSC
1495
Duncker Streett & Co
Missouri
$94.4K +$166 +2 +0.2%
GWANC
1496
Guardian Wealth Advisors (North Carolina)
North Carolina
$93.7K +$2.24K +27 +2%
OHWP
1497
Oak Harbor Wealth Partners
North Carolina
$93.5K +$15.2K +184 +19%
CWM
1498
Cranbrook Wealth Management
Michigan
$93.2K -$63.9K -772 -41%
GFWA
1499
Grey Fox Wealth Advisors
Delaware
$93K +$68.1K +822 +274%
QT
1500
Quantbot Technologies
New York
$90.7K +$90.7K +1,095 New
58 59
60
61 62