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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 %
WIA
626
World Investment Advisors
California
$1.7M -$20.2K -249 -1%
WAS
627
Wealth Advisory Solutions
Indiana
$1.7M +$15.7K +194 +0.9%
MWM
628
Mission Wealth Management
California
$1.69M +$167K +2,063 +11%
Bank Julius Baer & Co
629
Bank Julius Baer & Co
Switzerland
$1.69M +$30.4K +375 +2%
TFS
630
Thoroughbred Financial Services
Tennessee
$1.69M -$147K -1,809 -8%
TI
631
Tidal Investments
Wisconsin
$1.69M +$665K +8,195 +65%
CWA
632
Clarus Wealth Advisors
Arizona
$1.68M -$312K -3,863 -16%
PWM
633
Purus Wealth Management
California
$1.68M +$954K +11,755 +132%
CRWM
634
Castle Rock Wealth Management
California
$1.67M +$95.3K +1,178 +6%
MC
635
Martin & Co
Tennessee
$1.66M -$72.4K -892 -4%
DBRC
636
D.B. Root & Company
Pennsylvania
$1.65M -$555K -6,842 -25%
CI
637
CX Institutional
Indiana
$1.65M -$422K -5,195 -20%
MWM
638
Massachusetts Wealth Management
Massachusetts
$1.65M +$104K +1,280 +7%
SSB
639
Sandy Spring Bank
Maryland
$1.64M +$20.8K +256 +1%
AC
640
AlphaCore Capital
California
$1.64M +$1.56M +19,169 +1,807%
TFGT
641
TS Financial Group (TSFG)
Illinois
$1.64M -$1.91M -23,494 -54%
TB
642
Treynor Bancshares
Iowa
$1.62M +$351K +4,328 +28%
GECH
643
Garnet Equity Capital Holdings
New York
$1.62M +$649K +8,000 +67%
HIA
644
Harbor Investment Advisory
Maryland
$1.62M -$1.19M -14,599 -42%
NFP
645
Narus Financial Partners
Utah
$1.61M -$181K -2,229 -10%
FNBT
646
FineMark National Bank & Trust
Florida
$1.6M -$1.01M -12,485 -39%
PNAA
647
Pictet North America Advisors
Switzerland
$1.6M -$50.3K -620 -3%
C1AG
648
Client 1st Advisory Group
Florida
$1.6M -$372K -4,582 -19%
FB
649
Fulton Bank
Pennsylvania
$1.6M +$1.6M +19,713 New
WT
650
Whittier Trust
California
$1.6M -$23.5K -290 -1%