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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 %
PMG
926
ProVise Management Group
Florida
$718K +$123K +1,517 +21%
SWM
927
SeaCrest Wealth Management
New York
$717K -$10.8K -133 -1%
WCG
928
Weaver Consulting Group
California
$714K +$974 +12 +0.1%
MAC
929
Mason & Associates (California)
California
$714K -$20K -246 -3%
BCM
930
Barometer Capital Management
Ontario, Canada
$706K -$8.12K -100 -1%
LAM
931
LifePro Asset Management
California
$706K -$82.9K -1,021 -11%
WB
932
WesBanco Bank
West Virginia
$700K -$409K -5,034 -37%
AWM
933
Avior Wealth Management
Nebraska
$696K -$30.9K -385 -4%
BA
934
Bridge Advisory
California
$692K -$29.5K -363 -4%
BFA
935
Beacon Financial Advisory
Ohio
$688K +$17.4K +214 +3%
CPC
936
Consolidated Planning Corp
Georgia
$688K +$688K +8,471 New
CFG
937
Cooper Financial Group
California
$683K -$37.7K -464 -5%
HVP
938
Hudson Value Partners
Florida
$683K +$65.5K +808 +11%
GWP
939
Gateway Wealth Partners
Wisconsin
$681K +$108K +1,334 +19%
PI
940
PFG Investments
New York
$680K +$54K +665 +9%
HSA
941
HBK Sorce Advisory
Pennsylvania
$680K -$85.8K -1,057 -11%
AR
942
Advisory Research
Illinois
$678K
FCBT
943
First Citizens Bank & Trust
North Carolina
$677K +$677K +8,341 New
RG
944
Retirement Group
California
$676K +$25K +308 +4%
CB
945
Cadence Bank
Mississippi
$675K +$43.8K +540 +7%
KP
946
Keel Point
Alabama
$675K -$664K -8,179 -50%
BFA
947
Brendel Financial Advisors
New Hampshire
$675K -$379K -4,670 -36%
NB
948
Northwest Bancshares
Pennsylvania
$672K
1SB
949
1ST Source Bank
Indiana
$671K -$35.6K -439 -5%
AWM
950
Angeles Wealth Management
California
$668K +$64.9K +800 +11%