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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 %
LFAS
601
Level Four Advisory Services
Texas
$2.22M +$289K +3,198 +15%
IWN
602
Independent Wealth Network
Iowa
$2.22M +$292K +3,232 +15%
TC
603
Trust Company
Kansas
$2.21M -$43.4K -480 -2%
BWP
604
Balboa Wealth Partners
Arizona
$2.21M -$141K -1,563 -6%
PAG
605
Private Advisory Group
Washington
$2.2M -$236K -2,614 -10%
BSW
606
Buckingham Strategic Wealth
Missouri
$2.19M -$10.2K -113 -0.5%
GJIA
607
Glass Jacobson Investment Advisors
Maryland
$2.18M -$49.5K -548 -2%
CTC (Chicago Trading Company)
608
CTC (Chicago Trading Company)
Illinois
$2.18M -$6.58M -72,842 -75%
FDCDDQ
609
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.17M -$134K -1,482 -6%
SAM
610
Synergy Asset Management
Washington
$2.17M +$2.17M +23,992 New
FCI
611
Financial Counselors Inc
Kansas
$2.17M +$45.6K +504 +2%
CL
612
CSS LLC
Illinois
$2.15M +$2.15M +23,774 New
BWP
613
Baldwin Wealth Partners
Massachusetts
$2.14M +$178K +1,973 +9%
OIA
614
OneDigital Investment Advisors
Kansas
$2.14M +$249K +2,754 +13%
BCM
615
Boltwood Capital Management
California
$2.14M -$9.22K -102 -0.4%
LWA
616
Lowe Wealth Advisors
Maryland
$2.14M +$590K +6,532 +38%
SWM
617
Stockman Wealth Management
Montana
$2.12M +$365K +4,033 +21%
NC
618
NovaPoint Capital
Georgia
$2.11M +$2.11M +23,392 New
SFI
619
SPC Financial Inc
Maryland
$2.1M +$33.9K +375 +2%
TFGT
620
TS Financial Group (TSFG)
Illinois
$2.1M +$272K +3,013 +15%
SFPG
621
Stonebridge Financial Planning Group
Florida
$2.09M -$475K -5,250 -18%
CWM
622
Cornerstone Wealth Management
Missouri
$2.09M +$110K +1,220 +6%
CFA
623
Camarda Financial Advisors
Florida
$2.09M +$2.09M +23,126 New
IBOK
624
Independence Bank of Kentucky
Kentucky
$2.08M +$14.9K +165 +0.7%
BW
625
Bison Wealth
Georgia
$2.08M +$18.7K +207 +0.9%