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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 %
HNWAG
826
High Net Worth Advisory Group
Florida
$948K +$47K +579 +5%
LCM
827
Lazari Capital Management
California
$948K +$948K +11,675 New
LC
828
Lindbrook Capital
California
$943K +$428K +5,278 +83%
MBT
829
Montecito Bank & Trust
California
$938K -$14.6K -180 -2%
LRPA
830
L. Roy Papp & Associates
Arizona
$936K +$164K +2,025 +21%
LWANC
831
Laurel Wealth Advisors (North Carolina)
North Carolina
$925K +$22.8K +281 +3%
TA
832
TrueWealth Advisors
Alabama
$925K +$117K +1,436 +14%
EWM
833
Edge Wealth Management
New York
$920K +$34.9K +430 +4%
CHJWM
834
Carlton Hofferkamp & Jenks Wealth Management
Texas
$915K -$25.9K -298 -3%
TPWA
835
TRUE Private Wealth Advisors
Oregon
$914K +$49.8K +613 +6%
MMPW
836
Mitchell McLeod Pugh & Williams
Alabama
$912K
BOS
837
Bank of Stockton
California
$909K -$33.6K -414 -4%
CMS
838
Capital Market Strategies
Florida
$908K -$20.5K -253 -2%
PCA
839
Prosperity Capital Advisors
Ohio
$908K +$173K +2,130 +24%
Empower Advisory Group
840
Empower Advisory Group
Colorado
$907K +$15.4K +190 +2%
CHA
841
Carmichael Hill & Associates
Maryland
$907K -$18.3K -226 -2%
BFS
842
Bradley Foster & Sargent
Connecticut
$907K +$114K +1,402 +14%
VDBMI
843
Van Den Berg Management I
Texas
$898K -$4.55K -56 -0.5%
TFCP
844
Twin Focus Capital Partners
Massachusetts
$898K -$2.27K -28 -0.3%
CWM
845
C2C Wealth Management
Arizona
$894K +$230K +2,820 +35%
CAAS
846
Capital Asset Advisory Services
Michigan
$893K -$119K -1,463 -12%
OIS
847
Okabena Investment Services
Minnesota
$891K +$891K +10,971 New
GW
848
GW & Wade
Massachusetts
$887K -$54.1K -666 -6%
BA
849
Ballew Advisors
Mississippi
$886K
UWM
850
USAdvisors Wealth Management
Minnesota
$883K -$1.98M -24,321 -69%