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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 %
Bank of America
1
Bank of America
North Carolina
$3.59B 39,740,274 -852,977 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.49B 16,446,818 +579,694 +4%
Wells Fargo
3
Wells Fargo
California
$907M 10,037,531 -750,425 -7%
UBS Group
4
UBS Group
Switzerland
$904M 9,996,451 +1,308,967 +15%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$729M 8,064,230 +2,241,996 +39%
LPL Financial
6
LPL Financial
California
$689M 7,618,277 +891,994 +13%
Goldman Sachs
7
Goldman Sachs
New York
$625M 6,909,907 +583,656 +9%
Ameriprise
8
Ameriprise
Minnesota
$360M 3,985,263 +5,172 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$351M 3,884,147 -71,168 -2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$332M 3,589,137 +2,896,206 +418%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$312M 3,456,131 +65,100 +2%
HC
12
Hamilton Capital
Ohio
$285M 3,158,518 +34,055 +1%
Barclays
13
Barclays
United Kingdom
$280M 3,102,555 -2,442,921 -44%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$277M 3,068,816 +281,434 +10%
Charles Schwab
15
Charles Schwab
California
$260M 2,880,375 +584,954 +25%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$237M 2,621,538 +790,662 +43%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$232M 2,561,909 +890,558 +53%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$220M 2,429,000 +1,223,555 +102%
HIIFS
19
Harel Insurance Investments & Financial Services
Israel
$201M 2,228,385 +272 +0%
PPFA
20
Provida Pension Fund Administrator
Chile
$201M 2,223,367 +105,270 +5%
SCB
21
Saudi Central Bank
Saudi Arabia
$195M 2,160,502 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$190M 2,099,150 +604,706 +40%
RJA
23
Raymond James & Associates
Florida
$163M 1,804,885 +34,263 +2%
Bessemer Group
24
Bessemer Group
New Jersey
$159M 1,763,347 +182,784 +12%
Citigroup
25
Citigroup
New York
$159M 1,759,780 +623,918 +55%
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