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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 %
HWA
1101
HCR Wealth Advisors
California
$565K -$316K -3,492 -36%
ACM
1102
Advisors Capital Management
New Jersey
$562K -$9.05K -100 -2%
WSC
1103
Wellington Shields & Co
New York
$560K -$81.4K -900 -13%
IFAM
1104
Institutional & Family Asset Management
Colorado
$557K
SFG
1105
Sovereign Financial Group
Connecticut
$556K +$233K +2,575 +72%
SDH
1106
Sloy Dahl & Holst
Washington
$550K +$144K +1,595 +35%
BJL
1107
Brighton Jones LLC
Washington
$550K +$113K +1,255 +26%
CWM
1108
Certus Wealth Management
California
$549K -$977K -10,809 -64%
WA
1109
Waverly Advisors
Alabama
$548K +$7.32K +81 +1%
CAM
1110
Concorde Asset Management
Michigan
$546K +$90 +1 +0%
VAFP
1111
Vahanian & Associates Financial Planning
New York
$545K -$847K -9,369 -61%
UBS AM
1112
UBS AM
Illinois
$543K +$543K +6,011 New
BFG
1113
Berger Financial Group
Minnesota
$543K +$49.9K +552 +10%
OWP
1114
Obermeyer Wealth Partners
Colorado
$540K
SIA
1115
Strategic Investment Advisors
Michigan
$539K +$539K +5,967 New
CCM
1116
Coldstream Capital Management
Washington
$539K +$26.8K +296 +5%
GCP
1117
GSA Capital Partners
United Kingdom
$539K +$539K +5,967 New
WSTAM
1118
Wilbanks Smith & Thomas Asset Management
Virginia
$538K +$26.6K +294 +5%
SSWM
1119
Strait & Sound Wealth Management
California
$537K +$52.4K +580 +11%
LC
1120
Lavaca Capital
Texas
$535K
ATC
1121
Argent Trust Co
Tennessee
$535K +$35.3K +390 +7%
FGA
1122
Fortis Group Advisors
New Jersey
$534K +$534K +6,146 New
AGM
1123
Alpine Global Management
New York
$532K +$139K +1,542 +35%
PRS
1124
Pinkerton Retirement Specialists
Idaho
$531K +$215K +2,375 +68%
FFWA
1125
FRG Family Wealth Advisors
Washington
$524K -$45.2K -500 -8%