XLE icon

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 %
HW
1851
Hamilton Wealth
California
– – -3,652 Closed
IPGDR
1852
Investidor Profissional Gestao de Recursos
Brazil
– – -3,640 Closed
PMA
1853
Prudent Man Advisors
Illinois
– – -3,555 Closed
BA
1854
Bluesphere Advisors
Pennsylvania
– – -3,437 Closed
FRM
1855
Fox Run Management
Connecticut
– – -3,400 Closed
HIC
1856
Holderness Investments Company
North Carolina
– – -3,380 Closed
AT
1857
American Trust
Kentucky
– – -3,067 Closed
IA
1858
IAM Advisory
Pennsylvania
– – -3,053 Closed
SW
1859
Solidarity Wealth
Utah
– – -3,034 Closed
KC
1860
Kingfisher Capital
North Carolina
– – -3,000 Closed
LSA
1861
L & S Advisors
California
– – -2,876 Closed
WA
1862
Wambolt & Associates
Colorado
– – -2,822 Closed
ACG
1863
Allen Capital Group
Nebraska
– – -2,776 Closed
AGA
1864
Arkos Global Advisors
Texas
– – -2,736 Closed
KA
1865
Klingman & Associates
New York
– – -2,719 Closed
CFP
1866
Curran Financial Partners
South Carolina
– – -2,671 Closed
DWA
1867
Douglass Winthrop Advisors
New York
– – -2,650 Closed
TFA
1868
Tranquilli Financial Advisor
New Jersey
– – -2,631 Closed
PCMC
1869
Paragon Capital Management (Colorado)
Colorado
– – -2,589 Closed
FCM
1870
Family Capital Management
Michigan
– – -2,557 Closed
BCM
1871
BluePath Capital Management
Georgia
– – -2,544 Closed
AG
1872
Ascent Group
Virginia
– – -2,541 Closed
3F
1873
360 Financial
Minnesota
– – -2,540 Closed
APP
1874
Avantax Planning Partners
Iowa
– – -2,540 Closed
EVM
1875
Evelyn V. Moreno
– – -2,500 Closed
73 74
75
76 77