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Energy Select Sector SPDR Fund

1,551 hedge funds and large institutions have $19.8B invested in Energy Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 631 increasing their positions, 616 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.82%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.97%
New
124
Increased
631
Reduced
616
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M
Name Holding Trade Value Shares
Change
Shares
Change %
JGCM
301
Joseph Group Capital Management
Ohio
$5.7M +$516K +7,159 +10%
CB
302
Commerce Bank
Missouri
$5.68M +$397K +5,507 +8%
SA
303
Scarborough Advisors
Maryland
$5.65M -$2.09M -29,072 -27%
FCC
304
Florin Court Capital
United Kingdom
$5.59M -$2.56M -35,500 -31%
RWA
305
Redhawk Wealth Advisors
Minnesota
$5.51M -$589K -8,172 -10%
LWM
306
Lyell Wealth Management
California
$5.49M +$523K +7,264 +11%
PCM
307
Piedmont Capital Management
Montana
$5.47M -$134K -1,861 -2%
FWCM
308
Ferguson Wellman Capital Management
Oregon
$5.47M -$52.8K -733 -1%
CF
309
Centaurus Financial
California
$5.47M -$174K -2,419 -3%
PIA
310
Perennial Investment Advisors
California
$5.47M +$175K +2,430 +3%
CA
311
CoreCap Advisors
Michigan
$5.41M -$383K -5,323 -7%
QIM
312
Quest Investment Management
Oregon
$5.4M +$1.75M +24,300 +48%
BWM
313
BigSur Wealth Management
Florida
$5.4M -$253K -3,510 -4%
BAM
314
Belpointe Asset Management
Nevada
$5.4M -$1.24M -17,172 -19%
Lazard Asset Management
315
Lazard Asset Management
New York
$5.4M +$5.4M +75,000 New
VIA
316
Vickerman Investment Advisors
Washington
$5.38M +$98.2K +1,363 +2%
AFS
317
Aft Forsyth & Sober
Florida
$5.34M
SI
318
Saxon Interests
Texas
$5.33M +$793K +9,785 +17%
BDWCC
319
B&D White Capital Company
Texas
$5.31M +$128K +1,778 +2%
PFS
320
Prospera Financial Services
Texas
$5.31M -$46.7K -649 -0.9%
PWAC
321
Private Wealth Advisors (California)
California
$5.27M -$80.1K -1,112 -1%
CAL
322
Capital Advisors Ltd
Ohio
$5.27M +$30K +416 +0.6%
TFA
323
Toth Financial Advisory
Virginia
$5.26M -$36.7K -509 -0.7%
LCWP
324
Legacy Capital Wealth Partners
Arkansas
$5.25M -$82.6K -1,147 -2%
1IA
325
1834 Investment Advisors
Wisconsin
$5.24M +$685K +9,510 +15%