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Energy Select Sector SPDR Fund

1,583 hedge funds and large institutions have $18.5B invested in Energy Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 619 increasing their positions, 635 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
+44
Holders Change %
+2.86%
% of All Funds
26.77%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.96%
New
172
Increased
619
Reduced
635
Closed
111
Calls
$3.42B
Puts
$9.06B
Net Calls
-$5.64B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
SCP
401
Stamos Capital Partners
California
$3.89M -$1.69M -23,570 -30%
VST
402
Van Strum & Towne
California
$3.88M +$7.08K +99 +0.2%
KWMG
403
King Wealth Management Group
Florida
$3.83M +$3.83M +53,602 New
Verition Fund Management
404
Verition Fund Management
Connecticut
$3.83M +$3.83M +53,589 New
LFPWM
405
Leicht Financial Planning & Wealth Management
New Jersey
$3.82M +$3.82M +53,441 New
Mercer Global Advisors
406
Mercer Global Advisors
Colorado
$3.81M -$345K -4,822 -8%
EWA
407
Evolution Wealth Advisors
Florida
$3.8M -$2.86M -39,978 -43%
HC
408
HNP Capital
New York
$3.78M -$4.02M -56,159 -52%
TA
409
Tiedemann Advisors
New York
$3.78M -$980K -13,700 -21%
IFPG
410
Intrepid Financial Planning Group
Indiana
$3.77M +$3.77M +52,768 New
UBS AM
411
UBS AM
Illinois
$3.74M -$3.79M -52,972 -50%
IFAM
412
Institutional & Family Asset Management
Colorado
$3.72M +$1.36M +19,018 +58%
ACI
413
Alpha Cubed Investments
California
$3.72M +$100K +1,400 +3%
MOS
414
MGO One Seven
Ohio
$3.72M +$590K +8,257 +19%
VA
415
Valmark Advisers
Ohio
$3.69M -$1.31M -18,376 -26%
HF
416
HRT Financial
New York
$3.69M -$6.99M -97,838 -65%
SCA
417
Stillwater Capital Advisors
Pennsylvania
$3.68M -$414K -5,791 -10%
EA
418
Eudaimonia Advisors
Tennessee
$3.67M -$329K -4,595 -8%
PIN
419
Prudent Investors Network
California
$3.66M -$338K -4,727 -8%
QIM
420
Quest Investment Management
Oregon
$3.63M +$597K +8,349 +20%
RFC
421
Regions Financial Corp
Alabama
$3.62M +$60.7K +849 +2%
SIM
422
SSI Investment Management
California
$3.62M +$886K +12,389 +32%
Cerity Partners
423
Cerity Partners
New York
$3.61M -$214K -2,989 -6%
OR
424
Olympiad Research
Connecticut
$3.6M -$3.92M -54,830 -52%
ML
425
McAdam LLC
Pennsylvania
$3.57M +$2.96M +41,436 +491%