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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 %
GCM
1201
Gunderson Capital Management
South Carolina
$425K +$425K +4,700 New
MCM
1202
Magnolia Capital Management
New York
$423K
PTP
1203
Platform Technology Partners
New York
$422K -$7.41K -82 -2%
SWA
1204
SFMG Wealth Advisors
Texas
$422K -$28.7K -318 -6%
WAAG
1205
Wealth Alliance Advisory Group
Kansas
$418K +$26.2K +290 +7%
MG
1206
Mather Group
Illinois
$418K -$148K -1,634 -26%
NEPWA
1207
New England Private Wealth Advisors
Massachusetts
$417K +$9.4K +104 +2%
MGIA
1208
Moneta Group Investment Advisors
Missouri
$416K -$74.1K -820 -15%
AIM
1209
Aspen Investment Management
Michigan
$416K -$6.33K -70 -1%
NF
1210
Nikulski Financial
Iowa
$415K +$11.3K +125 +3%
RSA
1211
River Street Advisors
Illinois
$414K +$26.8K +296 +7%
IW
1212
Imprint Wealth
South Carolina
$410K +$167K +1,851 +69%
SIC
1213
Shoker Investment Counsel
Ohio
$409K -$10.9K -121 -3%
AA
1214
Auxano Advisors
Washington
$409K +$5.69K +63 +1%
BCM
1215
Basso Capital Management
Connecticut
$408K
EWA
1216
Exencial Wealth Advisors
Oklahoma
$406K -$47.1K -521 -10%
BCM
1217
Barden Capital Management
Texas
$405K +$405K +4,482 New
PCM
1218
Prelude Capital Management
New York
$404K +$404K +4,468 New
LOIP
1219
Live Oak Investment Partners
Texas
$404K -$483K
KIG
1220
Kowal Investment Group
Wisconsin
$403K -$2.17K -24 -0.5%
DJSG
1221
D.J. St. Germain
Massachusetts
$402K -$1.81K -20 -0.4%
VCM
1222
Vivaldi Capital Management
Illinois
$401K -$36.6K -405 -8%
FSA
1223
Fort Sheridan Advisors
Illinois
$401K -$452 -5 -0.1%
WP
1224
WMS Partners
Maryland
$401K -$17.4K -192 -4%
CCM
1225
Cox Capital Management
Massachusetts
$401K -$56.7K -627 -12%