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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,551 hedge funds and large institutions have $19.8B invested in Energy Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 631 increasing their positions, 616 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.82%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.97%
New
124
Increased
631
Reduced
616
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.72B
2
UBS Group
2
UBS Group
Switzerland
$950M
3
Bank of America
3
Bank of America
North Carolina
$3.37B
4
SGDR
4
SPX Gestao de Recursos
Brazil
$247M
5
Wells Fargo
5
Wells Fargo
California
$775M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$26M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$51.3M
3
Barclays
3
Barclays
United Kingdom
$160M
4
SAM
4
Strategic Asset Management
Minnesota
$106K
5
SC
5
Sculptor Capital
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
Anfield Capital Management
California
$12.6M +$294K +4,078 +2%
TAS
152
TIFF Advisory Services
Pennsylvania
$12.5M -$4.31M -59,895 -26%
JGGDR
153
JGP Global Gestao de Recursos
Brazil
$12.3M +$11.3M +156,678 +1,110%
Wellington Management Group
154
Wellington Management Group
Massachusetts
$12.3M +$12.3M +170,706 New
AC
155
ASB Consultores
Florida
$12.2M -$53.3K -740 -0.4%
SPC
156
Sigma Planning Corp
Michigan
$12.2M -$3.41M -47,285 -22%
DLCIG
157
D.L. Carlson Investment Group
New Hampshire
$12.1M -$449K -6,230 -4%
UCFA
158
United Capital Financial Advisors
Texas
$11.8M -$1.21M -16,787 -9%
JCM
159
Janney Capital Management
Pennsylvania
$11.8M -$126K -1,747 -1%
CCT
160
Chemung Canal Trust
New York
$11.8M -$4.08M -56,597 -26%
AP
161
Appleton Partners
Massachusetts
$11.7M +$79.2K +1,099 +0.7%
CWG
162
Cornerstone Wealth Group
North Carolina
$11.5M +$11.5M +159,425 New
DY
163
Dowling & Yahnke
California
$11.5M +$175K +2,427 +2%
CA
164
Cetera Advisors
Colorado
$11.5M +$110K +1,532 +1%
NM
165
NWI Management
New York
$11.5M – – –
B
166
Bensler
Washington
$11.4M +$10.9M +151,062 +1,934%
LIA
167
LS Investment Advisors
Michigan
$11.3M +$677K +9,401 +6%
PCIA
168
Prime Capital Investment Advisors
Kansas
$11.3M -$810K -11,245 -7%
V
169
Veritable
Delaware
$11.3M -$191K -2,655 -2%
PCM
170
Pinnbrook Capital Management
New York
$11.2M +$11.2M +155,539 New
1832 Asset Management
171
1832 Asset Management
Ontario, Canada
$11.1M -$471K -6,541 -4%
PAI
172
Pittenger & Anderson Inc
Nebraska
$11M -$158K -2,191 -1%
I
173
INVST
Indiana
$10.9M -$554K -6,911 -5%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$10.9M +$10.9M +150,961 New
AAM
175
Ameraudi Asset Management
New York
$10.8M +$284K +3,946 +3%
5 6
7
8 9