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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 %
SCM
1026
Stevens Capital Management
Pennsylvania
$696K -$27.1M -299,159 -97%
BKA
1027
Brick & Kyle Associates
Pennsylvania
$692K +$375K +4,155 +119%
IA
1028
Insight Advisors
Pennsylvania
$686K +$131K +1,451 +24%
LPAM
1029
Lodestar Private Asset Management
California
$685K +$73.9K +817 +12%
MC
1030
Mathes Company
New York
$682K
LCM
1031
Lunt Capital Management
Utah
$681K +$681K +7,538 New
SVWAG
1032
Sound View Wealth Advisors Group
Georgia
$681K +$63.1K +698 +10%
SQA
1033
Simon Quick Advisors
New Jersey
$679K -$455K -5,034 -40%
QPWM
1034
Quadrant Private Wealth Management
Pennsylvania
$676K
GW
1035
GW & Wade
Massachusetts
$669K -$319K -3,524 -32%
LSIA
1036
LaSalle St. Investment Advisors
Illinois
$667K +$90 +1 +0%
BIA
1037
Benchmark Investment Advisors
Illinois
$666K +$26.2K +290 +4%
JWA
1038
JFS Wealth Advisors
Pennsylvania
$665K +$42.1K +466 +7%
GCA
1039
Greenwood Capital Associates
South Carolina
$663K +$266K +2,948 +67%
GSIAS
1040
Garden State Investment Advisory Services
New Jersey
$661K +$31.7K +351 +5%
RFN
1041
Redwood Financial Network
Ohio
$660K -$143K -1,578 -18%
PJSIMP
1042
P.J. Schmidt Investment Management (PJS)
Wisconsin
$660K +$44K +479 +7%
VNB
1043
Virginia National Bank
Virginia
$653K -$14.3K -158 -2%
GIA
1044
Guyasuta Investment Advisors
Pennsylvania
$652K +$39.3K +435 +6%
GGS
1045
Galvin Gaustad & Stein
Arizona
$650K -$19.3K -214 -3%
TA
1046
Tactive Advisors
Florida
$647K +$647K +7,162 New
PMG
1047
ProVise Management Group
Florida
$644K -$155K -1,719 -19%
AIP
1048
ARS Investment Partners
New York
$641K +$20.2K +224 +3%
BFIC
1049
Bedell Frazier Investment Counselling
California
$639K -$18.1K -200 -3%
NFSG
1050
Newbridge Financial Services Group
Florida
$639K +$227K +2,511 +55%