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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 %
PWS
1201
Precision Wealth Strategies
Missouri
$341K -$24K -296 -7%
EWMCB
1202
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$339K +$339K +4,181 New
TCBWMS
1203
Texas Capital Bank Wealth Management Services
Texas
$339K -$8.73M -107,552 -96%
ARG
1204
Advisory Resource Group
Oklahoma
$336K -$2.68K -33 -0.8%
CCM
1205
Ciovacco Capital Management
Georgia
$336K -$13.2K -163 -4%
MCM
1206
MV Capital Management
Maryland
$336K +$2.52K +31 +0.8%
WPWM
1207
Windward Private Wealth Management
Kansas
$333K -$14.7K -181 -4%
SIAG
1208
Safeguard Investment Advisory Group
California
$333K -$86.5K -1,065 -21%
PFS
1209
Physicians Financial Services
North Carolina
$331K -$18.9K -232 -5%
OCPWS
1210
One Charles Private Wealth Services
Massachusetts
$331K +$131K +1,612 +65%
CAS
1211
Coppell Advisory Solutions
Texas
$331K +$18.9K +234 +6%
MIC
1212
Means Investment Company
Maine
$328K -$4.06K -50 -1%
RBFC
1213
Roman Butler Fullerton & Co
Missouri
$328K +$14.3K +173 +5%
Wealth Enhancement Advisory Services
1214
Wealth Enhancement Advisory Services
Minnesota
$328K -$71.3K -878 -18%
KCFA
1215
Key Client Fiduciary Advisors
New Jersey
$327K -$66.1K -814 -17%
BOSSRA
1216
B.O.S.S. Retirement Advisors
Utah
$326K -$2.35K -29 -0.7%
GWA
1217
GGM Wealth Advisors
Maryland
$325K +$325K +3,905 New
SFWA
1218
Summit Financial Wealth Advisors
Louisiana
$320K +$50.7K +625 +19%
FCB
1219
First Command Bank
Texas
$320K +$29K +357 +10%
FCFS
1220
First Command Financial Services
Texas
$320K +$29K +357 +10%
ACP
1221
Arcus Capital Partners
Georgia
$319K +$2.84K +35 +0.9%
TWM
1222
Tradition Wealth Management
Minnesota
$318K -$87.7K -1,082 -22%
ECG
1223
Edge Capital Group
Georgia
$316K -$128K -1,576 -29%
CWP
1224
Core Wealth Partners
California
$314K +$76.1K +938 +32%
SWP
1225
Strategic Wealth Partners
Ohio
$313K -$40.6K -500 -11%