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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 %
RIA
676
Realta Investment Advisors
Delaware
$1.81M +$13.2K +162 +0.7%
TFF
677
The Family Firm
Maryland
$1.81M +$41.2K +456 +2%
IA
678
Icon Advisers
Colorado
$1.81M +$1.81M +20,000 New
PP
679
Prudential plc
United Kingdom
$1.79M +$307K +3,401 +21%
CRWM
680
Castle Rock Wealth Management
California
$1.79M +$4.84K +56 +0.3%
WT
681
Whittier Trust
California
$1.78M +$452 +5 +0%
TA
682
TruWealth Advisors
Louisiana
$1.75M -$3.93M -43,489 -69%
HCM
683
Hollencrest Capital Management
California
$1.74M
MM
684
Main Management
California
$1.74M
BCM
685
Becker Capital Management
Oregon
$1.73M +$90 +1 +0%
GHA
686
Granite Harbor Advisors
Texas
$1.73M +$38.1K +421 +2%
PCMF
687
Private Capital Management (Florida)
Florida
$1.72M +$98.8K +1,093 +6%
PWM
688
Perigon Wealth Management
California
$1.72M +$73.5K +813 +4%
CA
689
Claro Advisors
Massachusetts
$1.71M +$167K +1,844 +11%
Sumitomo Mitsui Trust Group
690
Sumitomo Mitsui Trust Group
Japan
$1.71M +$1.3M +14,355 +313%
NFP
691
Narus Financial Partners
Utah
$1.71M -$86.1K -952 -5%
EGA
692
E&G Advisors
Texas
$1.71M +$117K +1,292 +7%
ACI
693
Alpha Cubed Investments
California
$1.7M +$320K +3,537 +23%
VCP
694
Verus Capital Partners
Arizona
$1.7M +$293K +3,239 +21%
SFG
695
Summit Financial Group
West Virginia
$1.68M -$317K -3,510 -16%
DBRC
696
D.B. Root & Company
Pennsylvania
$1.68M -$165K -1,820 -9%
CG
697
Colony Group
Massachusetts
$1.68M -$777K -8,598 -32%
TI
698
tru Independence
Oregon
$1.67M +$161K +1,778 +11%
PCA
699
Pallas Capital Advisors
Massachusetts
$1.66M +$197K +2,317 +13%
TCPWM
700
Traverso Chambers Private Wealth Management
California
$1.65M +$452 +5 +0%