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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

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

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$306M
2
Millennium Management
Millennium Management
New York
$307M
3
MMH
Menora Mivtachim Holdings
Israel
$207M
4
SGDR
SPX Gestao de Recursos
Brazil
$204M
5
Citadel Advisors
Citadel Advisors
Florida
$228M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$127M
2
Citigroup
Citigroup
New York
$115M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.7M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1726
Aletheian Wealth Advisors
Washington
– -$613K -7,006 Closed
T
1727
TCWP
Ohio
– -$603K -6,920 Closed
CM
1728
Columbus Macro
Pennsylvania
– -$595K -6,800 Closed
CAM
1729
Concorde Asset Management
Michigan
– -$581K -6,644 Closed
CIAS
1730
CFS Investment Advisory Services
New Jersey
– -$570K -6,516 Closed
XS
1731
XR Securities
Illinois
– -$557K -6,368 Closed
LJCM
1732
Lee Johnson Capital Management
Texas
– -$541K -6,190 Closed
LL
1733
LWMG LLC
Minnesota
– -$513K -5,865 Closed
OWA
1734
One Wealth Advisors
California
– -$505K -5,771 Closed
RFG
1735
Range Financial Group
Oregon
– -$479K -5,481 Closed
SFS
1736
Security Financial Services
Indiana
– -$447K -5,108 Closed
LGWM
1737
Litman Gregory Wealth Management
California
– -$441K -5,039 Closed
VPP
1738
Vertex Planning Partners
Illinois
– -$430K -4,922 Closed
KWILP
1739
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$430K -4,913 Closed
LW
1740
Linscomb Wealth
Texas
– -$427K -4,885 Closed
SFWC
1741
Strategic Family Wealth Counselors
New Jersey
– -$415K -4,740 Closed
Two Sigma Investments
1742
Two Sigma Investments
New York
– -$412K -4,713 Closed
FRA
1743
FFG Retirement Advisors
Colorado
– -$373K -4,261 Closed
CWS
1744
Cypress Wealth Services
California
– -$368K -4,212 Closed
BA
1745
Bluesphere Advisors
Pennsylvania
– -$366K -4,182 Closed
AWM
1746
Aspire Wealth Management
Massachusetts
– -$337K -3,848 Closed
GWA
1747
GGM Wealth Advisors
Maryland
– -$336K -3,832 Closed
TW
1748
Transform Wealth
Colorado
– -$329K -3,764 Closed
CCM
1749
Cullen Capital Management
New York
– -$321K -3,672 Closed
OAP
1750
One Advisory Partners
Kansas
– -$309K -3,528 Closed
68 69
70
71 72