XLE icon

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 %
UCFA
176
United Capital Financial Advisors
Texas
$13.5M 149,377 -6 -0%
DLCIG
177
D.L. Carlson Investment Group
New Hampshire
$13.5M 148,944 -3,100 -2%
SWM
178
Spire Wealth Management
Virginia
$13.4M 148,344 +17,410 +13%
Comerica Bank
179
Comerica Bank
Texas
$13.4M 148,195 +148,195 New
CH
180
CVS Health
Rhode Island
$13.3M 147,300 – –
BRWA
181
B. Riley Wealth Advisors
Florida
$13.3M 146,776 +675 +0.5%
TAS
182
TIFF Advisory Services
Pennsylvania
$13.2M 146,579 -210,474 -59%
ICG
183
InterOcean Capital Group
Tennessee
$13.2M 145,710 +18,715 +15%
JCM
184
Janney Capital Management
Pennsylvania
$13M 144,360 -5,015 -3%
GIA
185
Gladstone Institutional Advisory
Florida
$13M 144,301 +77,000 +114%
MCM
186
MAI Capital Management
Ohio
$12.9M 143,022 +25,014 +21%
PCIA
187
Prime Capital Investment Advisors
Kansas
$12.9M 142,553 +114,640 +411%
MPM
188
MBB Public Markets
Illinois
$12.8M 141,500 -104,524 -42%
TF
189
Trek Financial
Arizona
$12.6M 139,156 +72,532 +109%
KeyBank National Association
190
KeyBank National Association
Ohio
$12.5M 138,635 +892 +0.6%
PA
191
Parallel Advisors
California
$12.5M 138,452 +36 +0%
PCIG
192
Partners Capital Investment Group
Massachusetts
$12.5M 138,226 +1,676 +1%
AA
193
Advisory Alpha
Michigan
$12.5M 137,843 +21,226 +18%
MYLI
194
Meiji Yasuda Life Insurance
Japan
$12.4M 136,915 +58,481 +75%
CW
195
Connectus Wealth
Ohio
$12.1M 134,243 +134,243 New
OPAM
196
Ocean Park Asset Management
California
$12.1M 134,156 +34,021 +34%
AIM
197
Allen Investment Management
New York
$12.1M 133,910 -20,976 -14%
LGA
198
Lebenthal Global Advisors
New York
$11.9M 131,956 +45,424 +52%
Credit Agricole
199
Credit Agricole
France
$11.9M 131,422 +35,328 +37%
FWP
200
Falcon Wealth Planning
California
$11.7M 129,618 +5,772 +5%
6 7
8
9 10