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Energy Select Sector SPDR Fund

1,703 hedge funds and large institutions have $22.6B invested in Energy Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 691 increasing their positions, 601 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.15%
Holding in Top 10
107
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+37.18%
% of All Funds
1.71%
New
210
Increased
691
Reduced
601
Closed
98
Calls
$5.53B
Puts
$9.78B
Net Calls
-$4.25B
Net Calls Change
-$2.03B
Name Holding Trade Value Shares
Change
Shares
Change %
DLHL
1001
Donald L. Hagan LLC
Florida
$744K +$33.4K +369 +5%
CT
1002
Cambridge Trust
Massachusetts
$743K
WJWM
1003
Williams Jones Wealth Management
New York
$743K +$98.6K +1,091 +15%
IC
1004
Iconiq Capital
California
$738K +$5.42K +60 +0.7%
PFA
1005
Pinnacle Family Advisors
Missouri
$735K +$735K +8,127 New
TWA
1006
Tandem Wealth Advisors
Arizona
$734K +$39.6K +438 +6%
WFAG
1007
Worth Financial Advisory Group
North Carolina
$733K +$6.33K +70 +0.9%
NB
1008
Northwest Bancshares
Pennsylvania
$731K -$17.4K -193 -2%
BFA
1009
Brendel Financial Advisors
New Hampshire
$730K -$22K -243 -3%
VM
1010
VPR Management
Texas
$723K
GF
1011
Gries Financial
Ohio
$722K +$722K +7,986 New
WCM
1012
WealthBridge Capital Management
Ohio
$719K +$76.6K +847 +12%
KLCM
1013
KG&L Capital Management
Louisiana
$718K -$19.3K -213 -3%
KCM
1014
Kanawha Capital Management
Virginia
$714K +$9.04K +100 +1%
BCA
1015
Bay Colony Advisors
Massachusetts
$713K -$26.7K -295 -4%
CWM
1016
Collaborative Wealth Management
Florida
$712K +$234K +2,585 +49%
SC
1017
Solstein Capital
California
$711K
YIA
1018
YHB Investment Advisors
Connecticut
$707K -$7.23K -80 -1%
CFG
1019
Cooper Financial Group
California
$706K -$54.7K -605 -7%
ST
1020
Spinnaker Trust
Maine
$705K -$1.9K -21 -0.3%
LL
1021
LPWM LLC
Minnesota
$704K +$52K +587 +8%
FMWA
1022
Forvis Mazars Wealth Advisors
Missouri
$702K +$21.7K +240 +3%
GAA
1023
Global Assets Advisory
Florida
$701K +$81.4K +900 +13%
MAC
1024
Mason & Associates (California)
California
$699K -$96.1K -1,063 -12%
RWA
1025
Redmont Wealth Advisors
Illinois
$697K -$8.14K -90 -1%