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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 %
FHC
1251
First Heartland Consultants
Missouri
$370K -$37.4K -414 -9%
RFA
1252
Resurgent Financial Advisors
Georgia
$369K +$42.8K +474 +13%
VWM
1253
Vigilare Wealth Management
Arizona
$369K +$369K +4,079 New
MIC
1254
Means Investment Company
Maine
$368K +$2.17K +24 +0.6%
CWP
1255
Cyndeo Wealth Partners
Florida
$368K -$41.5K -459 -10%
OCPWS
1256
One Charles Private Wealth Services
Massachusetts
$366K -$2.44K -27 -0.7%
WP
1257
WealthShield Partners
North Carolina
$366K -$127K -1,400 -26%
PFS
1258
Physicians Financial Services
North Carolina
$363K -$5.52K -61 -1%
DIA
1259
Davidson Investment Advisors
Montana
$362K +$362K +4,000 New
LA
1260
Latitude Advisors
Florida
$358K +$10.7K +118 +3%
FCAS
1261
First Command Advisory Services
Texas
$356K +$350K +3,868 +5,227%
ARG
1262
Advisory Resource Group
Oklahoma
$356K -$18.8K -208 -5%
GWA
1263
GGM Wealth Advisors
Maryland
$356K +$2.53K +28 +0.7%
SIAG
1264
Safeguard Investment Advisory Group
California
$355K -$15K -166 -4%
ACP
1265
Arcus Capital Partners
Georgia
$355K -$90 -1 -0%
CL
1266
Choreo LLC
Illinois
$353K +$113K +1,245 +47%
OWA
1267
Octavia Wealth Advisors
Ohio
$349K +$24.9K +275 +8%
SWP
1268
Strategic Wealth Partners
Ohio
$348K
NDSI
1269
Newman Dignan & Sheerar Inc
Rhode Island
$348K
TAM
1270
Tucker Asset Management
Colorado
$347K +$99.6K +1,102 +40%
HFS
1271
Horizon Financial Services
North Carolina
$346K +$29K +321 +9%
GA
1272
GoalVest Advisory
New York
$344K -$463K -5,117 -57%
KHLMTHM
1273
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$344K
IWS
1274
Insight Wealth Strategies
California
$343K +$6.51K +72 +2%
PWM
1275
PBMares Wealth Management
Virginia
$343K +$271 +3 +0.1%