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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 %
SIC
1151
Shoker Investment Counsel
Ohio
$377K -$51.6K -636 -12%
FCA
1152
FLC Capital Advisors
California
$376K -$58.2K -717 -13%
SWM
1153
Silverlake Wealth Management
Vermont
$376K -$43.9K -541 -10%
BHIC
1154
Bassett Hargrove Investment Counsel
Delaware
$376K
CAM
1155
Campion Asset Management
Virginia
$376K +$26.4K +325 +8%
WP
1156
WMS Partners
Maryland
$376K +$731 +9 +0.2%
RWA
1157
Roberts Wealth Advisors
California
$375K -$14.1K -174 -4%
Sumitomo Mitsui Trust Group
1158
Sumitomo Mitsui Trust Group
Japan
$372K -$320K -3,948 -46%
SFB
1159
STAR Financial Bank
Indiana
$371K
ZIM
1160
Zacks Investment Management
Illinois
$370K +$150K +1,853 +68%
PCP
1161
Proficio Capital Partners
Massachusetts
$370K +$45.5K +560 +14%
NFSG
1162
Newbridge Financial Services Group
Florida
$370K -$58.3K -718 -14%
AA
1163
Auxano Advisors
Washington
$369K
CWP
1164
Cyndeo Wealth Partners
Florida
$368K +$37.9K +467 +11%
FHC
1165
First Heartland Consultants
Missouri
$366K -$25.7K -317 -7%
NEPWA
1166
New England Private Wealth Advisors
Massachusetts
$366K +$24.7K +304 +7%
BCM
1167
Basso Capital Management
Connecticut
$366K -$659K -8,118 -64%
BCM
1168
Bayesian Capital Management
New York
$365K +$365K +4,500 New
JFG
1169
JMG Financial Group
Illinois
$365K +$3.32K +41 +0.9%
SDH
1170
Sloy Dahl & Holst
Washington
$365K
SIM
1171
Sterling Investment Management
Arizona
$364K -$10.1K -124 -3%
KIG
1172
Kowal Investment Group
Wisconsin
$364K +$20.9K +257 +6%
NF
1173
Nikulski Financial
Iowa
$362K
DJSG
1174
D.J. St. Germain
Massachusetts
$362K +$362K +4,465 New
HFW
1175
Horizon Family Wealth
Illinois
$362K +$3.25K +40 +0.9%