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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

722 hedge funds and large institutions have $10.2B invested in Energy Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.03%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$849M
2
Citigroup
Citigroup
New York
$330M
3
ECM
Element Capital Management
New York
$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$284M
5
LMIM
Lockheed Martin Investment Management
Maryland
$167M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$34.2M
2
Rafferty Asset Management
Rafferty Asset Management
New York
$254M
3
Millennium Management
Millennium Management
New York
$108M
4
PPFA
Provida Pension Fund Administrator
Chile
$10.5M
5
Bank of America
Bank of America
North Carolina
$1.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Callan Capital
California
$3.02M -$192K -2,806 -6%
SSB
202
Sandy Spring Bank
Maryland
$3.01M -$137K -1,999 -4%
VFA
203
Valeo Financial Advisors
Indiana
$2.88M +$2.88M +42,028 New
Fidelity International
204
Fidelity International
Bermuda
$2.86M +$246K +3,596 +9%
HWP
205
Hefty Wealth Partners
Indiana
$2.85M +$2.85M +41,600 +92,444%
CA
206
Commerzbank Aktiengesellschaft
Germany
$2.84M -$2.4M -35,094 -46%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$2.78M -$75.3K -1,099 -3%
UCFA
208
United Capital Financial Advisors
Texas
$2.75M -$62.9K -919 -2%
EWM
209
Endurance Wealth Management
Rhode Island
$2.75M +$5.14K +75 +0.2%
Comerica Bank
210
Comerica Bank
Texas
$2.73M -$181K -2,676 -6%
FCI
211
Financial Counselors Inc
Kansas
$2.65M +$452K +6,600 +21%
TF
212
TIAA FSB
Florida
$2.62M +$92.5K +1,351 +4%
CFIC
213
City Financial Investment Company
United Kingdom
$2.61M – – –
FIM
214
Foresters Investment Management
New York
$2.6M +$2.6M +38,000 New
QFA
215
Quattro Financial Advisors
Texas
$2.6M +$586K +8,625 +29%
GLA
216
Great Lakes Advisors
Illinois
$2.55M +$84.2K +1,230 +3%
CB
217
Commerce Bank
Missouri
$2.52M +$1.16M +16,927 +85%
SPC
218
Sigma Planning Corp
Michigan
$2.48M -$449K -6,551 -15%
BOTW
219
Bank of the West
California
$2.44M +$62.9K +919 +3%
MCM
220
Murphy Capital Management
New Jersey
$2.42M -$57.2K -835 -2%
AAC
221
Asset Advisors Corp
Georgia
$2.41M -$140K -2,050 -6%
SCM
222
SOL Capital Management
Maryland
$2.39M -$5.82K -85 -0.2%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$2.39M -$50.9K -743 -2%
VRS
224
Virginia Retirement Systems
Virginia
$2.36M +$1.18M +17,264 +100%
KeyBank National Association
225
KeyBank National Association
Ohio
$2.35M +$366K +5,342 +18%
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