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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.11%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$273M
2
Bank of America
Bank of America
North Carolina
+$195M
3
Barclays
Barclays
United Kingdom
+$180M
4
CI
Clal Insurance
Israel
+$157M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$195M
2
Fidelity International
Fidelity International
Bermuda
-$129M
3
RCM
Rokos Capital Management
United Kingdom
-$120M
4
State Street
State Street
Massachusetts
-$108M
5
Charles Schwab
Charles Schwab
California
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MJRIC
1551
Mogy Joel R Investment Counsel
California
$84.6K +$84.6K +964 New
ATS
1552
Ashton Thomas Securities
New York
$82.4K +$25.4K +289 +45%
HNB
1553
Hilltop National Bank
Wyoming
$81.9K – – –
WOSD
1554
WFA of San Diego
California
$81.2K – – –
GA
1555
GoalVest Advisory
New York
$78.6K -$88 -1 -0.1%
HWM
1556
HighMark Wealth Management
Minnesota
$76.3K +$88 +1 +0.1%
TCM
1557
TD Capital Management
Tennessee
$72.6K – – –
PMFA
1558
Plante Moran Financial Advisors
Michigan
$72.4K +$17.6K +200 +32%
SHIM
1559
Stone House Investment Management
Pennsylvania
$71.2K +$615 +7 +0.9%
GG
1560
Gleason Group
Kentucky
$70.9K -$2.37K -27 -3%
HPIA
1561
Hamilton Point Investment Advisors
North Carolina
$70.8K +$31.6K +360 +81%
CAM
1562
Creekmur Asset Management
Illinois
$70.7K +$1.84K +21 +3%
IF
1563
Integrity Financial
Wyoming
$70.5K -$70.2K -800 -50%
GTAM
1564
Global Trust Asset Management
Florida
$70.2K -$38.2K -435 -35%
FUBT
1565
First United Bank & Trust
Maryland
$69.8K -$15.1K -172 -18%
HR
1566
Howe & Rusling
New York
$68.6K – – –
SIS
1567
Sound Income Strategies
Florida
$67.3K -$208K -2,372 -76%
CPA
1568
Capital Performance Advisors
California
$66.8K +$66.8K +761 New
PCFFS
1569
Pacific Center for Financial Services
California
$66.7K +$88 +1 +0.1%
HBW
1570
Hazlett, Burt & Watson
West Virginia
$66K – – –
RCM
1571
Raleigh Capital Management
North Carolina
$65.8K -$19.7K -224 -23%
GSEP
1572
Golden State Equity Partners
California
$65.8K -$1.19M -13,513 -95%
ME
1573
McIlrath & Eck
Washington
$65.1K -$66.5K -757 -51%
Russell Investments Group
1574
Russell Investments Group
United Kingdom
$64K -$4.3K -49 -6%
WAM
1575
WFA Asset Management
Wisconsin
$63.4K +$439 +5 +0.7%
61 62
63
64 65