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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 %
SC
601
SouthState Corp
Florida
$1.8M +$13.8K +170 +0.8%
SFG
602
Summit Financial Group
West Virginia
$1.79M -$8.12K -100 -0.5%
TTWM
603
TCV Trust & Wealth Management
Virginia
$1.79M +$2.68K +33 +0.1%
CWA
604
Capital Wealth Alliance
Arizona
$1.79M +$148K +1,826 +9%
GM
605
GeoWealth Management
Illinois
$1.79M +$439K +5,413 +32%
NM
606
NWI Management
New York
$1.79M
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
$1.78M -$2.29M -28,236 -56%
CWM
608
Cornerstone Wealth Management
Missouri
$1.78M -$217K -2,678 -11%
Chevy Chase Trust
609
Chevy Chase Trust
Maryland
$1.78M -$186K -2,290 -9%
LSPW
610
Lake Street Private Wealth
Illinois
$1.78M -$255K -3,143 -13%
WAG
611
Windsor Advisory Group
Ohio
$1.77M -$394K -4,859 -18%
KWM
612
Kingsview Wealth Management
Oregon
$1.77M -$869K -10,710 -33%
MFG
613
Midwest Financial Group
Kansas
$1.77M +$878K +10,814 +99%
BWP
614
Baldwin Wealth Partners
Massachusetts
$1.76M -$1.87K -23 -0.1%
AF
615
Alerus Financial
North Dakota
$1.74M -$4.74M -58,411 -73%
Jennison Associates
616
Jennison Associates
New York
$1.74M -$420K -5,170 -19%
LFAS
617
Level Four Advisory Services
Texas
$1.73M -$42.2K -520 -2%
IWN
618
Independent Wealth Network
Iowa
$1.73M +$712K +8,772 +70%
SFS
619
Starfox Financial Services
Texas
$1.72M -$16.2K -200 -0.9%
OMC
620
Old Mission Capital
Illinois
$1.72M +$1.72M +21,136 New
WCM
621
Washburn Capital Management
Florida
$1.71M -$1.28M -15,783 -43%
IA
622
IFG Advisory
Georgia
$1.71M -$531K -6,547 -24%
VFA
623
Valeo Financial Advisors
Indiana
$1.7M -$340K -4,194 -17%
ST
624
Sabal Trust
Florida
$1.7M +$11.3K +139 +0.7%
OIA
625
OneDigital Investment Advisors
Kansas
$1.7M +$38.9K +479 +2%