XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

897 hedge funds and large institutions have $9.29B invested in Energy Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 267 increasing their positions, 357 reducing their positions, and 150 closing their positions.

Holders
897
Holders Change
+32
Holders Change %
+3.7%
% of All Funds
20.02%
Holding in Top 10
36
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-29.41%
% of All Funds
0.8%
New
191
Increased
267
Reduced
357
Closed
150
Calls
$1.58B
Puts
$1.81B
Net Calls
-$233M
Net Calls Change
+$415M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$411M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$181M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$131M
4
PP
4
Paloma Partners
Connecticut
$115M
5
NM
5
NWI Management
New York
$88.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$0
2
BL
2
Balentine LLC
Georgia
$5.23M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
CSIA
4
Charles Schwab Investment Advisory
California
$0
5
Citigroup
5
Citigroup
New York
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
176
Innealta Capital
Texas
$3.32M 57,852 +57,852 New
CTB
177
Country Trust Bank
Illinois
$3.32M 57,811 +52,510 +991%
JIC
178
Johnson Investment Counsel
Ohio
$3.29M 57,424 -14,856 -21%
BOTW
179
Bank of the West
California
$3.24M 56,452 +3,562 +7%
DADC
180
D.A. Davidson & Co
Montana
$3.24M 56,430 +32,997 +141%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$3.23M 56,349 +31,810 +130%
AAS
182
Avantax Advisory Services
Texas
$3.19M 55,491 +55,491 New
PAG
183
Pinnacle Advisory Group
Maryland
$3.17M 55,292 +55,292 New
MMA
184
Miracle Mile Advisors
California
$3.11M 54,275 +54,275 New
PWAC
185
Private Wealth Advisors (California)
California
$3.05M 53,194 +53,194 New
SBWM
186
Sunflower Bank Wealth Management
Arizona
$3.05M 53,155 +42,095 +381%
SCA
187
Stillwater Capital Advisors
Pennsylvania
$3.03M 52,904 -8,812 -14%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$3.03M 52,868 -155,497 -75%
UCFA
189
United Capital Financial Advisors
Texas
$3.01M 52,562 -439,013 -89%
LPC
190
Loeb Partners Corp
New York
$3M 52,300 – –
KeyBank National Association
191
KeyBank National Association
Ohio
$2.98M 51,929 +9,843 +23%
UAS
192
United Asset Strategies
New York
$2.96M 51,618 -491 -0.9%
RWM
193
Reston Wealth Management
Virginia
$2.94M 51,232 +51,232 New
Mariner
194
Mariner
Kansas
$2.92M 50,825 +23,215 +84%
BWM
195
Biltmore Wealth Management
Arizona
$2.84M 49,438 -2,469 -5%
MCM
196
Murphy Capital Management
New Jersey
$2.82M 49,132 -4,542 -8%
Neuberger Berman Group
197
Neuberger Berman Group
New York
$2.75M 48,002 +48,002 New
EWM
198
Endurance Wealth Management
Rhode Island
$2.7M 47,152 +4,773 +11%
VFA
199
Valeo Financial Advisors
Indiana
$2.7M 47,033 -9,657 -17%
WTB
200
Washington Trust Bank
Washington
$2.67M 46,543 +45,834 +6,465%
6 7
8
9 10