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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
25.92%
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 %
HI
176
Horizon Investments
North Carolina
$12.4M 148,112 -191,825 -56%
BRWA
177
B. Riley Wealth Advisors
Florida
$12.2M 145,607 -1,169 -0.8%
ICG
178
InterOcean Capital Group
Tennessee
$12M 143,485 -2,225 -2%
FWP
179
Falcon Wealth Planning
California
$11.8M 141,322 +11,704 +9%
Comerica Bank
180
Comerica Bank
Texas
$11.8M 140,864 -7,331 -5%
ACP
181
Aveo Capital Partners
Colorado
$11.8M 140,792 +13,805 +11%
JCM
182
Janney Capital Management
Pennsylvania
$11.8M 140,332 -4,028 -3%
PCIG
183
Partners Capital Investment Group
Massachusetts
$11.6M 138,863 +637 +0.5%
NC
184
NewSquare Capital
Pennsylvania
$11.6M 141,764 +11,215 +9%
KeyBank National Association
185
KeyBank National Association
Ohio
$11.5M 136,882 -1,753 -1%
CM
186
Condire Management
Texas
$11.3M 135,000 +135,000 New
BB
187
Busey Bank
Illinois
$11.2M 133,013 +13,128 +11%
SCM
188
Stevens Capital Management
Pennsylvania
$11.1M 131,800 +124,105 +1,613%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$11M 130,140 +2,065 +2%
BFEC
190
Benjamin F. Edwards & Company
Missouri
$11M 131,331 +17,902 +16%
JWS
191
Juncture Wealth Strategies
Arizona
$11M 130,930 +2,492 +2%
SFS
192
Sowell Financial Services
Arkansas
$10.9M 130,590 +23,560 +22%
EFI
193
EHP Funds Inc
Canada
$10.9M 130,200 +14,400 +12%
MCM
194
MAI Capital Management
Ohio
$10.9M 129,761 -13,261 -9%
AIM
195
Allen Investment Management
New York
$10.8M 128,635 -5,275 -4%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$10.7M 127,535 -99,384 -44%
IPW
197
Invictus Private Wealth
Colorado
$10.6M 126,960 +6,771 +6%
CIA
198
Capital Investment Advisors
Georgia
$10.5M 125,370 +3,492 +3%
EE
199
EWG Elevate
California
$10.4M 124,007 +124,007 New
DLCIG
200
D.L. Carlson Investment Group
New Hampshire
$10.4M 121,370 -27,574 -19%
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