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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 %
LSPW
626
Lake Street Private Wealth
Illinois
$2.08M +$56.5K +612 +3%
CWM
627
Cedar Wealth Management
California
$2.07M -$73.8K -816 -3%
MWM
628
Moulton Wealth Management
Washington
$2.07M +$2.07M +23,627 New
SFG
629
SNS Financial Group
Minnesota
$2.06M -$118K -1,309 -5%
PBK
630
Peoples Bank (Kansas)
Kansas
$2.06M +$2.06M +22,768 New
MPW
631
MA Private Wealth
California
$2.05M -$78.4K -867 -4%
SFS
632
Starfox Financial Services
Texas
$2.04M +$207K +2,385 +11%
ACA
633
Atlas Capital Advisors
Wyoming
$2.03M -$10.1K -112 -0.5%
BPC
634
Banque Pictet & Cie
Switzerland
$2.02M -$1.4M -15,454 -41%
BONH
635
Bank of New Hampshire
New Hampshire
$2.02M -$42.6K -471 -2%
MFG
636
Midwest Financial Group
Kansas
$2.01M +$47.2K +522 +2%
CIM
637
Contravisory Investment Management
Massachusetts
$2.01M +$537K +5,945 +36%
FA
638
FDx Advisors
Illinois
$2M +$706K +7,812 +55%
EWM
639
Evercore Wealth Management
New York
$2M -$56.9K -630 -3%
ARC
640
Advisor Resource Council
Texas
$2M -$464K -5,132 -19%
LHWM
641
Lake Hills Wealth Management
Texas
$2M -$16.4K -181 -0.8%
CWA
642
Capital Wealth Alliance
Arizona
$2M -$3.53K -39 -0.2%
NM
643
NWI Management
New York
$1.99M
SCP
644
Stamos Capital Partners
California
$1.98M -$360K -3,980 -15%
Chevy Chase Trust
645
Chevy Chase Trust
Maryland
$1.98M
QIM
646
Quest Investment Management
Oregon
$1.97M -$3.13M -34,589 -61%
WIA
647
World Investment Advisors
California
$1.97M +$77.6K +858 +4%
Jennison Associates
648
Jennison Associates
New York
$1.96M +$21.4K +237 +1%
FB
649
Fulton Bank
Pennsylvania
$1.96M +$179K +1,983 +10%
TTWM
650
TCV Trust & Wealth Management
Virginia
$1.96M -$40K -443 -2%