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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 %
GIM
851
Goelzer Investment Management
Indiana
$876K -$8.44K -104 -1%
SYBT
852
Stock Yards Bank & Trust
Kentucky
$876K -$63.2K -778 -7%
Betterment LLC
853
Betterment LLC
New York
$871K +$51.6K +636 +6%
APW
854
Aurora Private Wealth
New Jersey
$868K -$23.9K -295 -3%
MW
855
MBL Wealth
North Carolina
$867K -$1.41M -17,361 -62%
NCM
856
Narwhal Capital Management
Georgia
$865K -$759K -9,356 -47%
PFGIA
857
Patriot Financial Group Insurance Agency
Massachusetts
$864K -$215K -2,643 -20%
TCM
858
Towercrest Capital Management
Pennsylvania
$862K +$113K +1,393 +15%
MAG
859
Mayfair Advisory Group
Alabama
$859K -$125K -1,546 -13%
DWMG
860
DB Wealth Management Group
California
$859K -$124K -1,528 -13%
PTC
861
Private Trust Company
Ohio
$858K -$257K -3,165 -23%
SBH
862
Segall Bryant & Hamill
Illinois
$857K +$42K +518 +5%
BWM
863
Birchcreek Wealth Management
Ohio
$855K +$280K +3,454 +49%
KFA
864
Kelleher Financial Advisors
New York
$848K -$17.9K -220 -2%
PA
865
Procyon Advisors
Connecticut
$846K +$19.8K +244 +2%
DI
866
Diligent Investors
California
$842K
PBC
867
Pavion Blue Capital
California
$842K -$49.3K -607 -6%
Fiera Capital (Canada)
868
Fiera Capital (Canada)
Quebec, Canada
$840K
PG
869
Proffitt & Goodson
Tennessee
$836K +$2.68K +33 +0.3%
TFA
870
Teamwork Financial Advisors
Texas
$836K +$94.7K +1,167 +13%
TF
871
TIAA FSB
Florida
$834K -$468K -5,765 -36%
CPA
872
Court Place Advisors
Maryland
$833K -$36.5K -450 -4%
WA
873
Wealthstar Advisors
Texas
$832K -$31.9K -393 -4%
RMC
874
Resources Management Corp
Connecticut
$832K +$829K +10,212 +30,035%
PFSC
875
Peoples Financial Services Corp
Pennsylvania
$831K +$49.6K +611 +6%