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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,703 hedge funds and large institutions have $22.6B invested in Energy Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 691 increasing their positions, 601 reducing their positions, and 98 closing their positions.

Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.16%
Holding in Top 10
107
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+37.18%
% of All Funds
1.71%
New
210
Increased
691
Reduced
601
Closed
98
Calls
$5.53B
Puts
$9.78B
Net Calls
-$4.25B
Net Calls Change
-$2.03B

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$332M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$729M
3
UBS Group
3
UBS Group
Switzerland
$904M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$111M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$220M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$280M
2
PF
2
Phoenix Financial
Israel
$8.05M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$106M
4
Bank of America
4
Bank of America
North Carolina
$3.59B
5
Wells Fargo
5
Wells Fargo
California
$907M
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
151
LS Investment Advisors
Michigan
$16M 177,501 -22,590 -11%
1832 Asset Management
152
1832 Asset Management
Ontario, Canada
$15.9M 175,572 -4,177 -2%
FSC
153
Full Sail Capital
Oklahoma
$15.7M 173,774 -14,698 -8%
FIB
154
First Interstate Bank
Montana
$15.6M 173,089 -203 -0.1%
Brown Advisory
155
Brown Advisory
Maryland
$15.6M 172,719 +13,848 +9%
BHCM
156
Boulder Hill Capital Management
New York
$15.6M 172,400 +23,300 +16%
AAG
157
Armstrong Advisory Group
Massachusetts
$15.6M 172,231 -14,642 -8%
ACM
158
Alpha Capital Management
Texas
$15.4M 169,820 +9,525 +6%
Creative Planning
159
Creative Planning
Kansas
$15.3M 169,493 +34,498 +26%
GCM
160
Granby Capital Management
Florida
$15.2M 168,000 +70,000 +71%
RCA
161
Resonant Capital Advisors
Wisconsin
$15.1M 167,179 +451 +0.3%
MAM
162
Madison Asset Management
Wisconsin
$15M 165,559 -891 -0.5%
BCM
163
Blume Capital Management
California
$14.8M 163,808 -10,912 -6%
AssetMark Inc
164
AssetMark Inc
California
$14.8M 163,412 +163,210 +80,797%
NCM
165
Novare Capital Management
North Carolina
$14.7M 163,163 +5,050 +3%
DS
166
DRW Securities
Illinois
$14.3M 157,898 +157,898 New
DWM
167
Dakota Wealth Management
Florida
$14.1M 156,109 +1,749 +1%
SPC
168
Sigma Planning Corp
Michigan
$14M 154,564 +7,479 +5%
AF
169
Alerus Financial
North Dakota
$13.9M 153,841 +132,343 +616%
SC
170
Scotia Capital
Ontario, Canada
$13.9M 153,671 -26,058 -14%
Mirae Asset Global Investments
171
Mirae Asset Global Investments
South Korea
$13.8M 152,765 +4,565 +3%
AAS
172
Ameritas Advisory Services
Nebraska
$13.8M 150,267 +45,710 +44%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$13.7M 150,705 -374,339 -71%
DADC
174
D.A. Davidson & Co
Montana
$13.6M 150,971 +37,767 +33%
PAI
175
Pittenger & Anderson Inc
Nebraska
$13.6M 150,049 -1,840 -1%
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