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Energy Select Sector SPDR Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.15%
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
Name Holding Trade Value Shares
Change
Shares
Change %
WSCM
551
Wellington Shields Capital Management
New York
$2.64M -$158K -1,751 -6%
RIA
552
Regal Investment Advisors
Michigan
$2.63M +$434K +4,804 +20%
FFBTD
553
First Financial Bank - Trust Division
Ohio
$2.62M -$3.25K -36 -0.1%
SFP
554
Strategic Financial Partners
Oregon
$2.61M -$9.04K -100 -0.3%
CG
555
Caprock Group
Idaho
$2.6M -$127K -1,400 -5%
CCM
556
Consolidated Capital Management
California
$2.6M -$49.3K -545 -2%
JIP
557
Jaffetilchin Investment Partners
Florida
$2.59M +$8.77K +97 +0.3%
LRWA
558
Long Run Wealth Advisors
New York
$2.58M -$22K -243 -0.8%
BIP
559
Blue Investment Partners
California
$2.58M +$2.58M +28,541 New
ZIG
560
Zullo Investment Group
Pennsylvania
$2.55M +$162K +1,790 +7%
CAG
561
Csenge Advisory Group
Florida
$2.54M +$889K +9,836 +54%
TSW
562
Three Seasons Wealth
Utah
$2.52M +$2.52M +27,874 New
FNC
563
First National Corp
Massachusetts
$2.52M -$345K -3,815 -12%
SAG
564
SageView Advisory Group
California
$2.51M +$223K +2,464 +10%
TFS
565
Thoroughbred Financial Services
Tennessee
$2.5M +$624K +6,899 +33%
JWBC
566
J.W. Burns & Co
New York
$2.49M -$7.5K -83 -0.3%
FBFS
567
First Business Financial Services
Wisconsin
$2.49M -$88.9K -984 -3%
BCM
568
Bienville Capital Management
New York
$2.48M -$228K -2,521 -8%
OAG
569
Orbis Allan Gray
Bermuda
$2.48M -$439K -4,858 -15%
FFA
570
Founders Financial Alliance
North Carolina
$2.46M +$7.32K +81 +0.3%
CCM
571
Corsair Capital Management
New York
$2.45M +$450K +4,978 +22%
PE
572
Point72 Europe
United Kingdom
$2.45M -$5.51M -61,000 -69%
IC
573
IEQ Capital
California
$2.45M -$65.1K -720 -3%
KWM
574
Kingsview Wealth Management
Oregon
$2.44M +$475K +5,257 +24%
SFG
575
Sowa Financial Group
Rhode Island
$2.44M -$31K -343 -1%