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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 %
GFA
976
Gallagher Fiduciary Advisors
Illinois
$619K -$133K -1,643 -18%
HCMT
977
Highland Capital Management (Tennessee)
Tennessee
$617K -$11.4K -140 -2%
MC
978
Mathes Company
New York
$613K +$613K +7,550 New
FMWA
979
Forvis Mazars Wealth Advisors
Missouri
$611K +$6.01K +74 +1%
CA
980
Clearstead Advisors
Ohio
$610K +$97.1K +1,196 +19%
CSPAM
981
Cary Street Partners Asset Management
Virginia
$608K -$190K -2,342 -24%
QPWM
982
Quadrant Private Wealth Management
Pennsylvania
$607K -$22.2K -273 -4%
SBIA
983
Sheaff Brock Investment Advisors
Indiana
$603K -$51.2K -631 -8%
GGS
984
Galvin Gaustad & Stein
Arizona
$601K -$49.7K -612 -8%
CP
985
Castleview Partners
Texas
$600K -$775K -9,553 -56%
SW
986
SMART Wealth
Nebraska
$599K +$117K +1,436 +24%
PAMS
987
Pictet Asset Management (Switzerland)
Switzerland
$599K -$383K -4,724 -39%
LSIA
988
LaSalle St. Investment Advisors
Illinois
$599K +$1.14K +14 +0.2%
VNB
989
Virginia National Bank
Virginia
$599K -$18.3K -225 -3%
LL
990
LPWM LLC
Minnesota
$599K +$38.6K +475 +7%
WPC
991
Wedmont Private Capital
Pennsylvania
$597K +$248K +3,048 +71%
TCWM
992
Total Clarity Wealth Management
Illinois
$596K +$893 +11 +0.2%
MCA
993
MSH Capital Advisors
Arizona
$595K +$67.8K +835 +13%
OCM
994
Objective Capital Management
Ohio
$593K -$8.12K -100 -1%
BFIC
995
Bedell Frazier Investment Counselling
California
$590K
CBT
996
Central Bank & Trust
Kentucky
$590K -$27.2K -335 -4%
FMN
997
Financial Management Network
California
$582K -$7.16K -88 -1%
WJWM
998
Williams Jones Wealth Management
New York
$578K -$18.3K -226 -3%
PJSIMP
999
P.J. Schmidt Investment Management (PJS)
Wisconsin
$578K -$23.6K -274 -4%
WCM
1000
WealthBridge Capital Management
Ohio
$577K -$12.5K -154 -2%