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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 %
WSC
1001
Wellington Shields & Co
New York
$575K +$284K +3,500 +97%
BIA
1002
Benchmark Investment Advisors
Illinois
$575K -$88.1K -1,085 -13%
AFS
1003
AFG Fiduciary Services
Massachusetts
$574K +$25.5K +313 +5%
NEAM
1004
New England Asset Management
Connecticut
$574K
PWPS
1005
Pinnacle Wealth Planning Services
Ohio
$574K
EP
1006
Edgestream Partners
New Jersey
$573K +$245K +3,017 +75%
PFT
1007
Providence First Trust
Arizona
$568K +$74.1K +913 +15%
DSN
1008
D. Scott Neal
Kentucky
$566K +$566K +6,972 New
GSIAS
1009
Garden State Investment Advisory Services
New Jersey
$565K -$200K -2,466 -26%
MWAM
1010
Manhattan West Asset Management
California
$564K +$302K +3,725 +115%
JWA
1011
JFS Wealth Advisors
Pennsylvania
$560K +$649 +8 +0.1%
AIP
1012
ARS Investment Partners
New York
$558K +$649 +8 +0.1%
GAA
1013
Global Assets Advisory
Florida
$556K +$11.6K +143 +2%
SVWAG
1014
Sound View Wealth Advisors Group
Georgia
$555K -$7.96K -98 -1%
RBCM
1015
Raub Brock Capital Management
California
$553K
FPCP
1016
Fort Point Capital Partners
California
$552K -$665K -8,196 -55%
S
1017
SignatureFD
Georgia
$550K +$120K +1,476 +28%
GIA
1018
Guyasuta Investment Advisors
Pennsylvania
$550K -$7.71K -95 -1%
CWM
1019
Comprehensive Wealth Management
Washington
$550K +$60.5K +745 +12%
LPAM
1020
Lodestar Private Asset Management
California
$549K -$4.06K -50 -0.7%
FEM
1021
Fulcrum Equity Management
Texas
$547K -$285K -3,515 -34%
RFO
1022
RiverGlades Family Offices
Florida
$544K -$8.2K -101 -1%
CAM
1023
CenterStar Asset Management
Illinois
$538K +$538K +6,625 New
CAL
1024
Capital Analysts LLC
Pennsylvania
$537K -$386K -4,976 -42%
VCA
1025
Verdence Capital Advisors
Maryland
$534K -$966K -11,900 -64%