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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

874 hedge funds and large institutions have $12.9B invested in Energy Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 276 reducing their positions, and 73 closing their positions.

Holders
874
Holders Change
+49
Holders Change %
+5.94%
% of All Funds
20.04%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.33%
New
129
Increased
347
Reduced
276
Closed
73
Calls
$1.88B
Puts
$2.11B
Net Calls
-$224M
Net Calls Change
-$184M

Top Buyers

1
QIM
1
Quantitative Investment Management
Virginia
$222M
2
Ameriprise
2
Ameriprise
Minnesota
$312M
3
State Street
3
State Street
Massachusetts
$205M
4
Bank of America
4
Bank of America
North Carolina
$1.75B
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$108M

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$911K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$901K
4
SPC
4
Slate Path Capital
New York
$0
5
Citigroup
5
Citigroup
New York
$383M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.75B 22,991,437 +1,595,030 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B 13,416,879 -1,417,174 -10%
Morgan Stanley
3
Morgan Stanley
New York
$792M 10,433,732 +454,132 +5%
Wells Fargo
4
Wells Fargo
California
$491M 6,470,637 +1,096,706 +20%
UBS Group
5
UBS Group
Switzerland
$463M 6,096,903 +1,224,951 +25%
SGI
6
Swan Global Investments
Colorado
$401M 5,310,074 -463,413 -8%
Citigroup
7
Citigroup
New York
$383M 5,043,795 -1,148,236 -19%
Goldman Sachs
8
Goldman Sachs
New York
$340M 4,472,459 -617,474 -12%
Ameriprise
9
Ameriprise
Minnesota
$312M 4,108,377 +2,629,867 +178%
Rafferty Asset Management
10
Rafferty Asset Management
New York
$311M 4,100,309 -448,590 -10%
Creative Planning
11
Creative Planning
Kansas
$265M 3,483,695 -898,614 -21%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$230M 3,030,616 +664,598 +28%
QIM
13
Quantitative Investment Management
Virginia
$222M 2,923,100 +2,907,700 +18,881%
State Street
14
State Street
Massachusetts
$205M 2,697,037 +1,606,412 +147%
LMIM
15
Lockheed Martin Investment Management
Maryland
$198M 2,607,354 -226,400 -8%
W
16
Wealthfront
California
$173M 2,284,522 -884,202 -28%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$173M 2,278,982 +79,820 +4%
BL
18
Balentine LLC
Georgia
$139M 1,825,787 +2,097 +0.1%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$138M 1,823,000 +1,163,000 +176%
CS
20
Credit Suisse
Switzerland
$134M 1,767,370 +1,051,914 +147%
PVH
21
Psagot Value Holdings
Israel
$133M 1,746,652 -494,299 -22%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$132M 1,741,918 +643,117 +59%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$125M 1,648,432 +688,667 +72%
LPL Financial
24
LPL Financial
California
$122M 1,612,022 +259,806 +19%
PPA
25
Parametric Portfolio Associates
Washington
$120M 1,580,932 +34,557 +2%
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