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Energy Select Sector SPDR Fund

1,551 hedge funds and large institutions have $19.8B invested in Energy Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 631 increasing their positions, 616 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.82%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.97%
New
124
Increased
631
Reduced
616
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M
Name Holding Trade Value Shares
Change
Shares
Change %
HVP
1001
Hudson Value Partners
Florida
$541K -$72K -1,000 -12%
PCA
1002
Pallas Capital Advisors
Massachusetts
$539K +$361 +4 +0.1%
FMN
1003
Financial Management Network
California
$538K +$15.6K +197 +3%
9WM
1004
9258 Wealth Management
Ohio
$537K -$189K -2,618 -26%
GCP
1005
Gill Capital Partners
Colorado
$535K -$179K -2,484 -25%
Betterment LLC
1006
Betterment LLC
New York
$533K
1WA
1007
180 Wealth Advisors
Washington
$531K +$188K +2,605 +55%
OCM
1008
Objective Capital Management
Ohio
$528K +$11.7K +162 +2%
AFS
1009
AFG Fiduciary Services
Massachusetts
$527K -$630K -8,750 -54%
LWM
1010
Lionsbridge Wealth Management
Florida
$526K +$526K +7,309 New
CT
1011
Cambridge Trust
Massachusetts
$521K +$216 +3 +0%
TW
1012
Transform Wealth
Colorado
$520K -$72.1K -1,002 -12%
EHC
1013
Everett Harris & Co
California
$520K -$5.62K -78 -1%
MCA
1014
MSH Capital Advisors
Arizona
$517K +$45.8K +636 +10%
SFM
1015
Signet Financial Management
New Jersey
$515K +$59.1K +822 +13%
WHC
1016
Wulff, Hansen & Co
California
$514K
GT
1017
Glenview Trust
Kentucky
$512K +$7.2K +100 +1%
BOM
1018
Bank of Marin
California
$510K -$261K -3,621 -34%
CT
1019
Chicago Trust
Illinois
$509K -$15.1K -209 -3%
PWPS
1020
Pinnacle Wealth Planning Services
Ohio
$509K
IGWM
1021
ICA Group Wealth Management
Colorado
$506K -$4.18K -58 -0.8%
SF
1022
Symphony Financial
Texas
$500K +$17.4K +240 +4%
AG
1023
Ascent Group
Virginia
$499K -$161K -1,789 -24%
GC
1024
Garde Capital
Washington
$499K +$3.6K +50 +0.7%
LC
1025
Lindbrook Capital
California
$498K -$306K -4,252 -38%