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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.93%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Bank of America
2
Bank of America
North Carolina
$3.46B
3
Jane Street
3
Jane Street
New York
$129M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$108M
5
Fidelity International
5
Fidelity International
Bermuda
$134M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.5M
2
QFA
2
Quattro Financial Advisors
Texas
$875K
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$2.1M
4
Charles Schwab
4
Charles Schwab
California
$144M
5
UBS Group
5
UBS Group
Switzerland
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
151
Novare Capital Management
North Carolina
$14.4M 171,958 +8,795 +5%
TCM
152
Thomist Capital Management
Texas
$14.3M 170,400 +60,400 +55%
FIB
153
First Interstate Bank
Montana
$14.3M 170,088 -3,001 -2%
ACM
154
Alpha Capital Management
Texas
$14.2M 169,799 -21 -0%
1832 Asset Management
155
1832 Asset Management
Ontario, Canada
$14.2M 169,055 -6,517 -4%
LIA
156
LS Investment Advisors
Michigan
$13.9M 166,236 -11,265 -6%
RCA
157
Resonant Capital Advisors
Wisconsin
$13.9M 165,770 -1,409 -0.8%
BCM
158
Blume Capital Management
California
$13.8M 164,103 +295 +0.2%
CA
159
CoreCap Advisors
Michigan
$13.7M 163,576 -33,820 -17%
IWC
160
Integrated Wealth Concepts
Massachusetts
$13.7M 163,215 -294,985 -64%
CCT
161
Chemung Canal Trust
New York
$13.6M 162,209 -22,171 -12%
OC
162
Oppenheimer & Co
New York
$13.4M 159,788 +39,727 +33%
DI
163
DFPG Investments
Utah
$13.4M 155,542 -104,031 -40%
NA
164
NewEdge Advisors
Louisiana
$13.4M 161,298 -53,130 -25%
AF
165
Alerus Financial
North Dakota
$13.2M 157,452 +3,611 +2%
RWM
166
Rezny Wealth Management
Florida
$13.2M 157,432 -23,393 -13%
TAS
167
TIFF Advisory Services
Pennsylvania
$13.1M 156,691 +10,112 +7%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$13.1M 155,665 +2,900 +2%
DWM
169
Dakota Wealth Management
Florida
$13M 154,723 -1,386 -0.9%
JF
170
Jump Financial
Illinois
$12.9M 153,704 +150,879 +5,341%
SGDR
171
SPX Gestao de Recursos
Brazil
$12.8M 153,000 +153,000 New
AA
172
Advisory Alpha
Michigan
$12.8M 152,891 +15,048 +11%
ASN
173
Advisory Services Network
Georgia
$12.7M 152,065 +52,392 +53%
SC
174
Scotia Capital
Ontario, Canada
$12.7M 151,534 -2,137 -1%
PAI
175
Pittenger & Anderson Inc
Nebraska
$12.6M 149,849 -200 -0.1%
5 6
7
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