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Energy Select Sector SPDR Fund

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.48%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$25.5M -$32.1K -374 -0.1%
AAS
102
Avantax Advisory Services
Texas
$25M -$552K -6,661 -2%
TWM
103
Tanglewood Wealth Management
Texas
$23.6M -$11.1M -133,709 -32%
SPIA
104
Steward Partners Investment Advisory
New York
$23.5M -$5.14M -62,008 -18%
TAIM
105
TD Ameritrade Investment Management
Nebraska
$23.4M -$886K -10,693 -4%
BPA
106
Beacon Pointe Advisors
California
$23M -$367K -4,430 -2%
QA
107
Quantitative Advantage
Minnesota
$21.8M -$706K -8,524 -3%
GP
108
Girard Partners
Pennsylvania
$21.8M -$1.13M -13,663 -5%
Mariner
109
Mariner
Kansas
$21.7M -$644K -7,772 -3%
JMFC
110
J.M. Forbes & Co
Massachusetts
$21.6M +$39.7K +479 +0.2%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$21.5M +$540K +6,524 +3%
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$20.8M +$6.58M +79,497 +46%
SOMRS
113
State of Michigan Retirement System
Michigan
$20.7M
AG
114
Arctis Global
Puerto Rico
$20.7M +$20.7M +249,518 New
MPM
115
MBB Public Markets
Illinois
$20.6M +$547K +6,600 +3%
SP
116
Symmetry Partners
Connecticut
$20.6M +$1.74M +20,971 +9%
CAG
117
Crestwood Advisors Group
Massachusetts
$20.5M +$20.5M +247,451 New
EH
118
Equitable Holdings
New York
$20.5M +$354K +4,277 +2%
AWM
119
AE Wealth Management
Kansas
$20.3M -$4.56M -55,104 -18%
FWCM
120
Ferguson Wellman Capital Management
Oregon
$20.2M -$249K -3,006 -1%
G
121
GenTrust
Florida
$19.9M +$427K +5,159 +2%
LF
122
Lee Financial
Texas
$19.5M -$437K -5,278 -2%
N
123
Natixis
France
$19.2M +$19.2M +232,375 New
OCBCO
124
Oversea-Chinese Banking Corp (OCBC)
Singapore
$19.1M +$469K +5,663 +3%
William Blair & Company
125
William Blair & Company
Illinois
$18.9M -$695K -8,392 -4%