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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,611 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 575 increasing their positions, 726 reducing their positions, and 149 closing their positions.

Holders
1,611
Holders Change
-43
Holders Change %
-2.6%
% of All Funds
25.41%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
1.23%
New
124
Increased
575
Reduced
726
Closed
149
Calls
$3.73B
Puts
$5.95B
Net Calls
-$2.22B
Net Calls Change
+$1.31B

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$181M
2
PF
2
Phoenix Financial
Israel
$153M
3
Barclays
3
Barclays
United Kingdom
$450M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$97.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.29B

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Millennium Management
2
Millennium Management
New York
$11.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$514M
4
UBS Group
4
UBS Group
Switzerland
$705M
5
SGDR
5
SPX Gestao de Recursos
Brazil
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.29B 40,593,251 -880,707 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.29B 15,867,124 +1,031,085 +7%
Wells Fargo
3
Wells Fargo
California
$876M 10,787,956 +852,855 +9%
UBS Group
4
UBS Group
Switzerland
$705M 8,687,484 -2,435,803 -22%
LPL Financial
5
LPL Financial
California
$546M 6,726,283 -1,693,175 -20%
Goldman Sachs
6
Goldman Sachs
New York
$514M 6,326,251 -3,156,528 -33%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$473M 5,822,234 -680,942 -10%
Barclays
8
Barclays
United Kingdom
$450M 5,545,476 +1,225,697 +28%
Ameriprise
9
Ameriprise
Minnesota
$322M 3,980,091 -1,168,395 -23%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$321M 3,955,315 +329,127 +9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$275M 3,391,031 -1,388,711 -29%
HC
12
Hamilton Capital
Ohio
$254M 3,124,463 +591,934 +23%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$226M 2,787,382 +789,677 +40%
Charles Schwab
14
Charles Schwab
California
$186M 2,295,421 +583,971 +34%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$185M 2,278,316 -139,140 -6%
HIIFS
16
Harel Insurance Investments & Financial Services
Israel
$181M 2,228,113 +2,210,264 +12,383%
SCB
17
Saudi Central Bank
Saudi Arabia
$179M 2,160,502 – –
PPFA
18
Provida Pension Fund Administrator
Chile
$172M 2,118,097 +752,877 +55%
PF
19
Phoenix Financial
Israel
$153M 1,879,630 +1,781,648 +1,818%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$149M 1,830,876 +291,934 +19%
RJA
21
Raymond James & Associates
Florida
$144M 1,770,622 -301,875 -15%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$136M 1,671,351 -207,305 -11%
Northern Trust
23
Northern Trust
Illinois
$129M 1,587,210 -182,163 -10%
Bessemer Group
24
Bessemer Group
New Jersey
$128M 1,580,563 -3,075 -0.2%
Osaic Holdings
25
Osaic Holdings
Arizona
$121M 1,494,444 -355,315 -19%
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