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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 %
VWA
1776
V Wealth Advisors
Kansas
– – -2,878 Closed
NCM
1777
Noesis Capital Mangement
Florida
– – -2,877 Closed
WF
1778
Welch & Forbes
Massachusetts
– – -2,817 Closed
ISWM
1779
Independent Solutions Wealth Management
New York
– – -2,802 Closed
Loomis, Sayles & Company
1780
Loomis, Sayles & Company
Massachusetts
– – -2,793 Closed
AWM
1781
Aprio Wealth Management
Georgia
– – -2,666 Closed
Financial Engines Advisors
1782
Financial Engines Advisors
California
– – -2,623 Closed
HWM
1783
Hemington Wealth Management
Virginia
– – -2,600 Closed
CCM
1784
Chiron Capital Management
Florida
– – -2,568 Closed
WPP
1785
Whalerock Point Partners
Rhode Island
– – -2,564 Closed
MWA
1786
Martel Wealth Advisors
Washington
– – -2,508 Closed
CWA
1787
Clearview Wealth Advisors
Oregon
– – -2,410 Closed
CI Investments Inc
1788
CI Investments Inc
Ontario, Canada
– – -2,000 Closed
APW
1789
Austin Private Wealth
Texas
– – -1,838 Closed
KM
1790
Kalos Management
Georgia
– – -1,802 Closed
PIAS
1791
PCA Investment Advisory Services
Ohio
– – -1,370 Closed
JEST
1792
JTC Employer Solutions Trustee
Jersey
– – -1,287 Closed
CFO
1793
CVA Family Office
Colorado
– – -909 Closed
TFP
1794
Tilia Fiduciary Partners
North Carolina
– – -641 Closed
HS
1795
Horan Securities
United States
– – -576 Closed
OFG
1796
Oxford Financial Group
Indiana
– – -382 Closed
JGIA
1797
Jackson Grant Investment Advisers
Connecticut
– – -358 Closed
RI
1798
Ridgewood Investments
New Jersey
– – -280 Closed
ODG
1799
O'Dell Group
Ohio
– – -275 Closed
SF
1800
Safeguard Financial
Wisconsin
– – -261 Closed
70 71
72
73 74