XLE icon

Energy Select Sector SPDR Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
1576
Plante Moran Financial Advisors
Michigan
$27.7K -$59.9K -723 -68%
LFA
1577
LGT Financial Advisors
Texas
$26.3K +$17.6K +213 +205%
MIA
1578
Milestone Investment Advisors
Wisconsin
$25.7K
RA
1579
Rise Advisors
New York
$24.2K +$83 +1 +0.3%
AFG
1580
Albion Financial Group
Utah
$24K -$4.56K -55 -16%
JAWM
1581
J. Arnold Wealth Management
Ohio
$23.9K -$46.4K -560 -66%
HR
1582
Howe & Rusling
New York
$23.7K -$35.8K -432 -60%
HWA
1583
HHM Wealth Advisors
Tennessee
$23.7K +$83 +1 +0.4%
BA
1584
Ballast Advisors
Minnesota
$23.5K
CA
1585
Centerpoint Advisors
Massachusetts
$23K -$11.5K -138 -33%
POIA
1586
Pin Oak Investment Advisors
Texas
$22K +$9.83K +118 +81%
CMBA
1587
C.M. Bidwell & Associates
Hawaii
$21.8K +$83 +1 +0.4%
AIC
1588
Archer Investment Corporation
Indiana
$21.3K
MTIC
1589
Missouri Trust & Investment Company
Missouri
$20.7K
CWM
1590
Compass Wealth Management
Connecticut
$19.9K
LTI
1591
Laffer Tengler Investments
Tennessee
$19.5K +$1.33K +16 +7%
KTC
1592
Kistler-Tiffany Companies
Pennsylvania
$19.1K
HFS
1593
Hantz Financial Services
Michigan
$19K -$24.1K -293 -56%
SIS
1594
Sound Income Strategies
Florida
$18.9K +$3.15K +38 +20%
VF
1595
VitalStone Financial
Texas
$18K -$1.21M -21,590 -99%
ST
1596
Smithfield Trust
Pennsylvania
$18K
OAJ
1597
Ogorek Anthony Joseph
New York
$18K +$18K +223 New
MRCM
1598
M&R Capital Management
New Jersey
$17.8K -$8.28K -100 -32%
FCMT
1599
Founders Capital Management (Texas)
Texas
$17K +$167 +2 +1%
IAS
1600
IMA Advisory Services
Colorado
$16.6K