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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 %
TSWM
851
Tyler-Stone Wealth Management
Ohio
$1.08M +$633 +7 +0.1%
AAS
852
Annex Advisory Services
Wisconsin
$1.08M -$49.7M -549,708 -98%
VA
853
Vident Advisory
Georgia
$1.07M +$1.07M +11,885 New
LA
854
Lifeworks Advisors
Michigan
$1.07M +$757K +8,380 +239%
GP
855
Greenline Partners
New York
$1.07M -$1.27K -14 -0.1%
WB
856
WesBanco Bank
West Virginia
$1.07M +$288K +3,185 +37%
SF
857
Symphony Financial
Texas
$1.06M -$64.2K -724 -6%
CPA
858
Cardiff Park Advisors
California
$1.06M
MSFS
859
Main Street Financial Solutions
Pennsylvania
$1.06M -$41.2K -456 -4%
TA
860
TrueWealth Advisors
Alabama
$1.06M +$27.8K +308 +3%
CWM
861
C2C Wealth Management
Arizona
$1.06M +$88.2K +1,000 +9%
HNWAG
862
High Net Worth Advisory Group
Florida
$1.06M
CA
863
Calton & Associates
Florida
$1.06M +$738K +8,163 +232%
LAM
864
LifePro Asset Management
California
$1.06M +$269K +2,979 +34%
DWM
865
Denver Wealth Management
Colorado
$1.05M -$29.2K -323 -3%
JF
866
Joule Financial
Kentucky
$1.05M +$135K +1,496 +15%
SA
867
Strategic Advisors
New York
$1.05M -$21.3K -236 -2%
QFA
868
Quattro Financial Advisors
Texas
$1.05M -$51.4K -569 -5%
OPWM
869
Oxinas Partners Wealth Management
Indiana
$1.04M -$41.2K -456 -4%
LC
870
Lindbrook Capital
California
$1.04M -$12.8K -142 -1%
LCM
871
Lazari Capital Management
California
$1.02M -$31.4K -347 -3%
RIL
872
Rothschild Investment LLC
Illinois
$1.02M +$111K +1,222 +12%
ICP
873
Interchange Capital Partners
Pennsylvania
$1.02M -$2.75K -24 -0.3%
SRSA
874
S.R. Schill & Associates
Washington
$1.02M -$106K -1,168 -9%
SAF
875
Smith Anglin Financial
Texas
$1.02M +$156K +1,726 +18%