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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 %
SFWA
1151
Summit Financial Wealth Advisors
Louisiana
$484K +$153K +1,830 +46%
HIP
1152
HUB Investment Partners
Texas
$479K +$80.1K +886 +20%
CMANY
1153
Capital Management Associates (New York)
New York
$477K -$11.8K -130 -2%
SEP
1154
Southland Equity Partners
Missouri
$476K +$4.79K +53 +1%
BFG
1155
Bouchey Financial Group
New York
$475K
PC
1156
Permanens Capital
New York
$475K +$475K +5,250 New
RCAG
1157
Rehmann Capital Advisory Group
Michigan
$473K +$16.2K +179 +4%
TW
1158
Towerpoint Wealth
California
$471K +$90 +1 +0%
AFO
1159
Allie Family Office
Florida
$469K -$118K -1,305 -20%
FFA
1160
First Foundation Advisors
California
$469K +$231K +2,560 +97%
CASB
1161
Cape Ann Savings Bank
Massachusetts
$468K -$38K -420 -8%
EFL
1162
ERn Financial LLC
Wisconsin
$467K +$467K +5,170 New
CBT
1163
Central Bank & Trust
Kentucky
$465K -$192K -2,124 -29%
TCWM
1164
Total Clarity Wealth Management
Illinois
$462K -$201K -2,224 -30%
MAM
1165
Milestone Asset Management
Pennsylvania
$462K +$462K +5,213 New
CTB
1166
Country Trust Bank
Illinois
$460K +$12.7K +141 +3%
JFG
1167
JMG Financial Group
Illinois
$459K +$52.1K +576 +13%
LGWM
1168
Litman Gregory Wealth Management
California
$455K
CPG
1169
Cornerstone Planning Group
New Jersey
$454K +$196K +2,171 +76%
SWA
1170
Strata Wealth Advisors
Texas
$453K +$453K +5,009 New
DCM
1171
Deuterium Capital Management
Florida
$452K +$452K +5,000 New
BCM
1172
Bluefin Capital Management
New York
$452K +$452K +5,000 New
NWM
1173
Northwest Wealth Management
Iowa
$450K +$90 +1 +0%
SDAM
1174
Shulman DeMeo Asset Management
New York
$448K -$16.7K -185 -4%
MW
1175
Marcum Wealth
Ohio
$445K -$22.1K -245 -5%