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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 %
BOS
1051
Bank of Stockton
California
$637K -$334K -3,850 -34%
BOM
1052
Bank of Marin
California
$637K +$61.7K +683 +11%
HCMT
1053
Highland Capital Management (Tennessee)
Tennessee
$637K -$49.7K -550 -7%
LCWP
1054
Legacy Capital Wealth Partners
Arkansas
$635K -$1.5M -16,614 -70%
CFB
1055
Cullen/Frost Bankers
Texas
$633K -$96.5K -1,068 -13%
FMN
1056
Financial Management Network
California
$631K +$17.4K +203 +3%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$630K -$9.04K -100 -1%
SBIA
1058
Sheaff Brock Investment Advisors
Indiana
$628K -$43.1K -477 -6%
WA
1059
Wealth Advisors
California
$628K +$52.7K +583 +9%
BA
1060
Bridge Advisory
California
$624K -$147K -1,630 -19%
NC
1061
NBW Capital
Massachusetts
$622K +$96.8K +1,071 +18%
CFG
1062
Citizens Financial Group
Rhode Island
$621K -$70K -774 -10%
WIM
1063
Westside Investment Management
California
$620K +$34.3K +380 +6%
CI
1064
CX Institutional
Indiana
$617K -$1.22M -13,546 -66%
RBCM
1065
Raub Brock Capital Management
California
$616K
CWM
1066
Comprehensive Wealth Management
Washington
$616K +$3.71K +41 +0.6%
FPCP
1067
Fort Point Capital Partners
California
$613K -$1.63K -18 -0.3%
HSA
1068
HBK Sorce Advisory
Pennsylvania
$610K -$148K -1,633 -19%
SAM
1069
SignalPoint Asset Management
Missouri
$607K +$99K +1,095 +19%
FH
1070
FWG Holdings
Florida
$606K -$31.3K -353 -5%
RFO
1071
RiverGlades Family Offices
Florida
$605K
DWMG
1072
DB Wealth Management Group
California
$602K -$354K -3,916 -37%
HF
1073
HRT Financial
New York
$601K +$601K +6,659 New
CAL
1074
Capital Analysts LLC
Pennsylvania
$595K -$30.6K -339 -5%
9WM
1075
9258 Wealth Management
Ohio
$592K -$1.72K -19 -0.3%