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Energy Select Sector SPDR Fund

1,551 hedge funds and large institutions have $19.8B invested in Energy Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 631 increasing their positions, 616 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.82%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.97%
New
124
Increased
631
Reduced
616
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M
Name Holding Trade Value Shares
Change
Shares
Change %
SEP
1301
Southland Equity Partners
Missouri
$219K -$864 -12 -0.4%
CCA
1302
Column Capital Advisors
Indiana
$218K
CFO
1303
CVA Family Office
Colorado
$218K
SPAS
1304
Spectrum Planning & Advisory Services
California
$217K -$725K -10,072 -77%
CSIC
1305
Clifford Swan Investment Counsel
California
$216K
DAM
1306
Deltec Asset Management
New York
$216K
RZH
1307
Relyea Zuckerberg Hanson
Connecticut
$216K
BWM
1308
Boyd Wealth Management
California
$216K
FPW
1309
Flagship Private Wealth
Massachusetts
$214K
BFO
1310
Boston Family Office
Massachusetts
$214K
RBFC
1311
Roman Butler Fullerton & Co
Missouri
$214K +$214K +2,692 New
FPGK
1312
Financial Partners Group (Kansas)
Kansas
$214K +$214K +2,970 New
BWM
1313
Baystate Wealth Management
Massachusetts
$213K +$2.3K +32 +1%
WFA
1314
Wipfli Financial Advisors
Wisconsin
$213K +$213K +2,953 New
LA
1315
LexAurum Advisors
Kansas
$212K -$40.2K -559 -16%
CWM
1316
Concentric Wealth Management
California
$211K
VBFP
1317
Valtinson Bruner Financial Planning
Minnesota
$210K -$24.7K -344 -11%
AFG
1318
Allegheny Financial Group
Pennsylvania
$209K -$864 -12 -0.4%
AIM
1319
Anchor Investment Management
South Carolina
$207K -$2.23K -31 -1%
EE
1320
EWG Elevate
California
$207K
MPW
1321
Monterey Private Wealth
California
$207K
VCM
1322
Viewpoint Capital Management
Washington
$207K +$6.97K +100 +3%
JF
1323
JSF Financial
California
$206K -$446K -6,190 -68%
FFG
1324
Fortem Financial Group
California
$206K +$14.4K +200 +8%
HFS
1325
Horizon Financial Services
North Carolina
$205K -$33.8K -470 -14%