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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 %
FWM
751
Forza Wealth Management
Florida
$1.16M
FA
752
FDx Advisors
Illinois
$1.16M -$3.41K -42 -0.3%
DWT
753
Dorsey & Whitney Trust
South Dakota
$1.16M -$160K -1,973 -12%
CAIMH
754
Central Asset Investments & Management Holdings
Hong Kong
$1.15M -$836K -10,300 -42%
SEA
755
Stegent Equity Advisors
Texas
$1.15M -$13.1K -161 -1%
RIS
756
Retirement Income Solutions
Michigan
$1.15M +$8.04K +99 +0.7%
NB
757
NBT Bank
New York
$1.14M -$4.87K -60 -0.4%
PP
758
Patten & Patten
Tennessee
$1.14M +$34.5K +425 +3%
BFPW
759
BOK Financial Private Wealth
Colorado
$1.13M -$11.8K -145 -1%
AIM
760
Acropolis Investment Management
Missouri
$1.12M -$9.58K -118 -0.8%
MC
761
Moors & Cabot
Massachusetts
$1.12M +$159K +1,953 +16%
DI
762
DFPG Investments
Utah
$1.12M +$95.1K +1,151 +9%
MA
763
Montag & Associates
Georgia
$1.12M -$38K -468 -3%
GSEP
764
Golden State Equity Partners
California
$1.12M +$1.12M +13,782 New
ORAM
765
One River Asset Management
Connecticut
$1.11M -$39.5K -490 -3%
1WA
766
180 Wealth Advisors
Washington
$1.11M +$192K +2,361 +21%
CWM
767
Chesapeake Wealth Management
Virginia
$1.1M +$1.46K +18 +0.1%
CPIG
768
Chicago Partners Investment Group
Illinois
$1.1M +$63.2K +736 +6%
WPC
769
White Pine Capital
Minnesota
$1.1M -$257K -3,165 -19%
RWA
770
River Wealth Advisors
Pennsylvania
$1.1M -$59.7K -736 -5%
HI
771
Horizon Investments
North Carolina
$1.1M +$161K +1,984 +17%
AFG
772
Alterity Financial Group
Maine
$1.09M -$43.8K -540 -4%
FC
773
FCA Corp
Texas
$1.09M -$91.4K -1,126 -8%
CL
774
COWA LLC
Oklahoma
$1.09M -$325K -4,007 -23%
JCM
775
Jacobi Capital Management
Pennsylvania
$1.08M +$31.5K +388 +3%