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Energy Select Sector SPDR Fund

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
ZIG
551
Zullo Investment Group
Pennsylvania
$2.14M +$33K +406 +2%
ML
552
McAdam LLC
Pennsylvania
$2.14M -$726K -8,948 -25%
WPW
553
Waldron Private Wealth
Pennsylvania
$2.12M -$940K -11,579 -31%
BWP
554
Balboa Wealth Partners
Arizona
$2.11M +$1.55M +19,036 +274%
SCP
555
Stamos Capital Partners
California
$2.1M +$127K +1,560 +6%
RL
556
Retireful LLC
Michigan
$2.09M +$2.09M +25,753 New
UAS
557
United Asset Strategies
New York
$2.09M +$217K +2,679 +12%
Two Sigma Investments
558
Two Sigma Investments
New York
$2.08M +$2.08M +25,614 New
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M -$172K -2,125 -8%
SAG
560
SageView Advisory Group
California
$2.05M +$916K +11,291 +81%
FFP
561
Forbes Financial Planning
Rhode Island
$2.05M
IFWM
562
Institute for Wealth Management
Colorado
$2.04M -$10.1K -125 -0.5%
LIP
563
Lighthouse Investment Partners
Florida
$2.03M +$2.03M +25,000 New
TC
564
Trust Company
Kansas
$2.02M +$277K +3,408 +16%
WAOI
565
Wealth Advisors of Iowa
Iowa
$2.02M +$48K +591 +2%
SFA
566
Source Financial Advisors
New York
$2.01M -$90.1K -1,110 -4%
CC
567
Centiva Capital
New York
$2M +$1.62M +19,922 +417%
GJIA
568
Glass Jacobson Investment Advisors
Maryland
$2M +$2M +24,646 New
JFG
569
Jefferies Financial Group
New York
$1.99M -$12.7M -156,055 -86%
GCMG
570
Gyroscope Capital Management Group
Florida
$1.98M +$110K +1,361 +6%
BSW
571
Buckingham Strategic Wealth
Missouri
$1.98M +$121K +1,490 +7%
SLFPAM
572
St. Louis Financial Planners Asset Management
Missouri
$1.98M +$1.22K +15 +0.1%
RIA
573
Regal Investment Advisors
Michigan
$1.97M +$417K +5,137 +27%
SFG
574
SNS Financial Group
Minnesota
$1.96M -$269K -3,311 -12%
SW
575
SVB Wealth
Massachusetts
$1.94M -$559K -6,889 -22%