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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 %
BFG
1101
Bouchey Financial Group
New York
$427K -$45K -554 -10%
ES
1102
ETF Store
Kansas
$426K +$152K +1,847 +55%
AF
1103
Arrow Financial
New York
$426K +$2.03K +25 +0.5%
SEP
1104
Southland Equity Partners
Missouri
$423K -$55K -678 -12%
TW
1105
Towerpoint Wealth
California
$423K
SFP
1106
Shepherd Financial Partners
Massachusetts
$423K -$42.5K -524 -9%
MW
1107
Marcum Wealth
Ohio
$420K -$19.6K -242 -4%
KCM
1108
Kennicott Capital Management
California
$419K +$289K +10,679 +222%
SDAM
1109
Shulman DeMeo Asset Management
New York
$417K -$36.6K -451 -8%
FCH
1110
Freestone Capital Holdings
Washington
$415K -$533K -6,565 -56%
CCM
1111
Cox Capital Management
Massachusetts
$411K -$14.2K -175 -3%
RCAG
1112
Rehmann Capital Advisory Group
Michigan
$410K -$2.11M -25,956 -84%
LGWM
1113
Litman Gregory Wealth Management
California
$409K +$409K +5,039 New
IGWM
1114
ICA Group Wealth Management
Colorado
$408K -$28.9K -356 -7%
EWA
1115
Exencial Wealth Advisors
Oklahoma
$407K -$1.22K -15 -0.3%
LFM
1116
Lumina Fund Management
New York
$406K
SWA
1117
SFMG Wealth Advisors
Texas
$405K +$6.74K +83 +2%
PCMC
1118
Private Capital Management (Colorado)
Colorado
$404K -$9.66K -119 -2%
NWM
1119
Northwest Wealth Management
Iowa
$404K +$162 +2 +0%
WTG
1120
West Tower Group
Virginia
$402K +$402K +4,950 New
CTB
1121
Country Trust Bank
Illinois
$402K -$12.1K -149 -3%
AT
1122
American Trust
Kentucky
$400K -$45.5K -561 -10%
APW
1123
Acima Private Wealth
Virginia
$400K
PTP
1124
Platform Technology Partners
New York
$396K -$65.1K -782 -14%
MP
1125
McDonald Partners
Ohio
$395K +$5.68K +70 +1%