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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 %
MWM
726
Marion Wealth Management
Pennsylvania
$1.26M +$34.6K +426 +3%
JPLA
727
Joseph P. Lucia & Associates
New York
$1.25M +$131K +1,611 +12%
VAFP
728
Vahanian & Associates Financial Planning
New York
$1.25M -$185K -2,285 -13%
CG
729
Castellan Group
Kentucky
$1.25M +$34.5K +425 +3%
YDMI
730
Y.D. More Investments
Israel
$1.24M -$159K -1,965 -11%
CCB
731
Country Club Bank
Missouri
$1.24M -$4.03K -50 -0.3%
CA
732
Continuum Advisory
Idaho
$1.24M -$635K -19,461 -34%
ACI
733
Alpha Cubed Investments
California
$1.24M +$70K +862 +6%
AF
734
Apexium Financial
Texas
$1.24M +$37.9K +467 +3%
AMG
735
Advisors Management Group
Wisconsin
$1.23M -$42.2K -520 -3%
NAG
736
Northstar Advisory Group
New Jersey
$1.23M +$1.23M +15,170 New
SG
737
Sharper & Granite
California
$1.22M +$100K +1,235 +9%
MWM
738
Maltin Wealth Management
New Jersey
$1.22M +$73.5K +905 +6%
NCM
739
Nelson Capital Management
California
$1.22M -$159K -1,959 -12%
AWA
740
Arkadios Wealth Advisors
Georgia
$1.22M -$34.8K -429 -3%
Point72 Asset Management
741
Point72 Asset Management
Connecticut
$1.22M -$61.3M -755,003 -98%
UM
742
Ulysses Management
New York
$1.22M +$1.22M +15,000 New
HNB
743
Huntington National Bank
Ohio
$1.21M -$30.8K -379 -2%
FCP
744
Fidelis Capital Partners
Florida
$1.2M -$1.46K -18 -0.1%
FA
745
Flagstar Advisors
New York
$1.19M -$61.6K -759 -5%
RFWA
746
RPg Family Wealth Advisory
Massachusetts
$1.19M -$175K -2,160 -13%
FIM
747
Fernwood Investment Management
Massachusetts
$1.18M +$152K +1,867 +15%
1IA
748
1834 Investment Advisors
Wisconsin
$1.18M -$15.6K -192 -1%
MBTD
749
Mechanics Bank - Trust Department
California
$1.17M +$45K +555 +4%
EFMC
750
Empire Financial Management Company
New York
$1.17M -$1.06K -13 -0.1%