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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 %
SAM
576
Silphium Asset Management
United Kingdom
$2.44M -$2.17M -24,000 -47%
SW
577
SVB Wealth
Massachusetts
$2.43M +$276K +3,056 +13%
IP
578
Intellectus Partners
California
$2.43M
PAS
579
Park Avenue Securities
New York
$2.42M +$341K +3,776 +16%
LWM
580
Lionsbridge Wealth Management
Florida
$2.41M +$2.41M +26,652 New
EIP
581
Ellis Investment Partners
Pennsylvania
$2.39M -$24.1K -267 -1%
BHIA
582
Birch Hill Investment Advisors
Massachusetts
$2.39M -$51.5K -570 -2%
BAM
583
Beaumont Asset Management
Texas
$2.38M -$30.8K -341 -1%
PSCM
584
Per Stirling Capital Management
Texas
$2.35M +$691K +7,643 +42%
WPW
585
Waldron Private Wealth
Pennsylvania
$2.34M -$20.2K -224 -0.9%
JSL
586
JT Stratford LLC
Georgia
$2.32M -$414K -4,579 -15%
KIA
587
KLR Investment Advisors
Rhode Island
$2.31M +$2.31M +27,913 New
GWSG
588
GPS Wealth Strategies Group
Colorado
$2.31M -$2.43M -26,838 -51%
GCMG
589
Gyroscope Capital Management Group
Florida
$2.3M +$95.9K +1,061 +4%
IIA
590
IPG Investment Advisors
California
$2.3M -$94.9K -1,050 -4%
JPLA
591
Joseph P. Lucia & Associates
New York
$2.3M +$907K +10,031 +65%
CS
592
Comerica Securities
Michigan
$2.29M +$719K +7,959 +46%
FIS
593
Fischer Investment Strategies
California
$2.29M -$163K -1,799 -7%
DSN
594
D. Scott Neal
Kentucky
$2.28M +$1.65M +18,279 +262%
SP
595
SWS Partners
Ohio
$2.28M -$295K -3,261 -11%
IFWM
596
Institute for Wealth Management
Colorado
$2.27M -$10.6K -117 -0.5%
SEA
597
Stegent Equity Advisors
Texas
$2.27M +$987K +10,921 +77%
FFP
598
Forbes Financial Planning
Rhode Island
$2.23M -$54.1K -598 -2%
RA
599
RFG Advisory
Alabama
$2.23M +$1.06M +11,689 +90%
CCG
600
Cypress Capital Group
Florida
$2.22M +$1.67M +18,451 +303%