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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 %
BMWM
1076
Brown Miller Wealth Management
Virginia
$589K +$75.9K +840 +15%
MBT
1077
Montecito Bank & Trust
California
$588K -$456K -5,047 -44%
3LCM
1078
3D/L Capital Management
Connecticut
$588K -$250K -2,769 -30%
IFS
1079
Ifrah Financial Services
Arkansas
$587K +$17.4K +192 +3%
LNWWM
1080
Laird Norton Wetherby Wealth Management
California
$587K +$87.9K +972 +18%
LDB
1081
Lee, Danner & Bass
Tennessee
$585K +$585K +6,475 New
RIA
1082
RPG Investment Advisory
California
$584K +$11.2K +124 +2%
FNBOH
1083
First National Bank of Hutchinson
Kansas
$583K
EHC
1084
Everett Harris & Co
California
$580K
BFA
1085
Beaumont Financial Advisors
Massachusetts
$580K +$15.9K +176 +3%
CPRC
1086
Consolidated Portfolio Review Corp
New York
$579K +$579K +6,410 New
RC
1087
Rovin Capital
Arizona
$579K -$113K -1,247 -16%
BAM
1088
Berkshire Asset Management
Pennsylvania
$576K
CFCI
1089
Comprehensive Financial Consultants Institutional
Indiana
$574K +$312K +3,448 +119%
NWMG
1090
National Wealth Management Group
Ohio
$571K +$51K +564 +10%
CT
1091
Chicago Trust
Illinois
$570K +$9.04K +100 +2%
GFA
1092
Gallagher Fiduciary Advisors
Illinois
$569K -$120K -1,323 -17%
AIFAIM
1093
American Institute for Advanced Investment Management
Arizona
$569K -$19K -210 -3%
HCP
1094
Hexagon Capital Partners
Arkansas
$568K +$15K +166 +3%
AFS
1095
AFG Fiduciary Services
Massachusetts
$568K -$63.7K -711 -10%
MCA
1096
MSH Capital Advisors
Arizona
$568K -$94.2K -1,042 -14%
FEM
1097
Fulcrum Equity Management
Texas
$567K -$42.5K -470 -7%
P
1098
&Partners
Tennessee
$566K +$2.25K +25 +0.4%
PNAA
1099
Pictet North America Advisors
Switzerland
$565K -$1.22M -13,476 -68%
ST
1100
Sageworth Trust
Pennsylvania
$565K