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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 %
CT
951
Cambridge Trust
Massachusetts
$667K -$135K -1,665 -17%
KFP
952
KMG Fiduciary Partners
Ohio
$667K +$94.5K +1,164 +17%
BCA
953
Bay Colony Advisors
Massachusetts
$664K -$185K -2,274 -22%
GS
954
GTS Securities
New York
$662K +$662K +8,160 New
KLCM
955
KG&L Capital Management
Louisiana
$662K -$35.7K -440 -5%
IC
956
Iconiq Capital
California
$658K +$9.82K +121 +2%
CFB
957
Cullen/Frost Bankers
Texas
$655K -$77.4K -954 -11%
WP
958
WealthPLAN Partners
Nebraska
$655K +$10.2K +126 +2%
LMKC
959
L.M. Kohn & Company
Ohio
$654K +$48.7K +600 +8%
WFAG
960
Worth Financial Advisory Group
North Carolina
$653K -$42.7K -526 -6%
VM
961
VPR Management
Texas
$649K
YIA
962
YHB Investment Advisors
Connecticut
$641K -$67.3K -829 -9%
SC
963
Solstein Capital
California
$639K +$13.3K +164 +2%
DLHL
964
Donald L. Hagan LLC
Florida
$638K -$119K -1,461 -16%
ST
965
Spinnaker Trust
Maine
$635K
RWA
966
Redmont Wealth Advisors
Illinois
$633K -$62.7K -773 -9%
KCM
967
Kanawha Capital Management
Virginia
$633K
PCA
968
Peddock Capital Advisors
Massachusetts
$630K +$76.1K +938 +14%
FH
969
FWG Holdings
Florida
$626K +$116K +1,334 +23%
TWA
970
Tandem Wealth Advisors
Arizona
$623K -$75.4K -929 -11%
RC
971
Rovin Capital
Arizona
$621K +$18.3K +225 +3%
CFG
972
Citizens Financial Group
Rhode Island
$621K -$226K -2,786 -27%
LWP
973
Lumature Wealth Partners
Georgia
$620K +$16.4K +202 +3%
FA
974
Fermata Advisors
California
$619K +$222K +2,732 +56%
SIC
975
Sterling Investment Counsel
New York
$619K +$118K +1,454 +24%