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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 %
CI
201
Cavalier Investments
Georgia
$11.7M 129,277 +34,643 +37%
GWM
202
Geneos Wealth Management
Colorado
$11.6M 128,604 +54,428 +73%
JWS
203
Juncture Wealth Strategies
Arizona
$11.6M 128,438 +128,438 New
NC
204
NewSquare Capital
Pennsylvania
$11.5M 130,549 +10,505 +9%
ACP
205
Aveo Capital Partners
Colorado
$11.5M 126,987 -195 -0.2%
ONB
206
Old National Bancorp
Indiana
$11.4M 125,839 -13,703 -10%
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$11.3M 128,075 -2,985 -2%
CA
208
Crumly & Associates
Illinois
$11.3M 125,024 -2,438 -2%
BBP
209
Banco BTG Pactual
Brazil
$11.3M 124,721 -43,534 -26%
NAM
210
NTV Asset Management
West Virginia
$11.2M 123,791 +6,100 +5%
CIA
211
Capital Investment Advisors
Georgia
$11M 121,878 +1,795 +1%
IAN
212
Integrated Advisors Network
Texas
$11M 121,250 +194 +0.2%
IPW
213
Invictus Private Wealth
Colorado
$10.9M 120,189 +6,557 +6%
OC
214
Oppenheimer & Co
New York
$10.9M 120,061 +5,706 +5%
BB
215
Busey Bank
Illinois
$10.8M 119,885 -2,144 -2%
RFM
216
Royal Fund Management
Florida
$10.7M 118,908 +96,209 +424%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$10.7M 118,885 +114,846 +2,843%
BCM
218
Beaumont Capital Management
Massachusetts
$10.7M 118,626 +118,626 New
Wellington Management Group
219
Wellington Management Group
Massachusetts
$10.7M 118,608 +118,608 New
Verition Fund Management
220
Verition Fund Management
Connecticut
$10.7M 117,958 +17,959 +18%
PWPCM
221
Perella Weinberg Partners Capital Management
New York
$10.6M 117,719 – –
IC
222
Innealta Capital
Texas
$10.6M 117,331 -1 -0%
Franklin Resources
223
Franklin Resources
California
$10.6M 117,197 -1,730 -1%
EFI
224
EHP Funds Inc
Canada
$10.5M 115,800 +115,800 New
GFS
225
GYL Financial Synergies
Connecticut
$10.5M 115,795 -30,235 -21%
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