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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 %
CDH
1301
Charles D. Hyman
$323K
PMA
1302
Prudent Man Advisors
Illinois
$321K
OIA
1303
Optimum Investment Advisors
Illinois
$319K +$15K +166 +5%
LCGC
1304
Legacy Capital Group California
California
$318K +$6.15K +68 +2%
ECA
1305
Elevated Capital Advisors
Utah
$318K +$76.3K +844 +32%
KWA
1306
Kellett Wealth Advisors
Ohio
$315K +$315K +3,490 New
LFA
1307
Laraway Financial Advisors
Minnesota
$315K -$6.51K -72 -2%
SDWMA
1308
Schneider Downs Wealth Management Advisors
Pennsylvania
$313K +$69K +763 +28%
FMII
1309
Farmers & Merchants Investments Inc
Nebraska
$312K -$82.9K -917 -21%
PA
1310
PSI Advisors
Florida
$312K +$17.6K +195 +6%
WE
1311
Wealth Effects
Massachusetts
$312K -$6.51K -72 -2%
BA
1312
Bluesphere Advisors
Pennsylvania
$311K +$311K +3,437 New
WPWM
1313
Windward Private Wealth Management
Kansas
$310K -$61.6K -682 -17%
CSWM
1314
Cassady Schiller Wealth Management
Ohio
$309K +$36.2K +400 +13%
CWM
1315
Circle Wealth Management
New Jersey
$309K +$57.2K +633 +23%
SP
1316
Successful Portfolios
Florida
$309K +$9.04K +100 +3%
AWM
1317
Atticus Wealth Management
Florida
$308K +$168K +1,858 +120%
FRM
1318
Fox Run Management
Connecticut
$307K -$3.06M -33,800 -91%
RWMG
1319
Redwood Wealth Management Group
New Jersey
$306K -$8.23K -91 -3%
HIC
1320
Holderness Investments Company
North Carolina
$306K +$10.4K +115 +4%
N
1321
Natixis
France
$305K
PAM
1322
Private Asset Management
California
$305K +$11.8K +130 +4%
VCM
1323
Virtue Capital Management
Tennessee
$304K
NAS
1324
Nicolet Advisory Services
Wisconsin
$299K +$4.8K +56 +2%
VF
1325
VitalStone Financial
Texas
$299K -$2.29M -27,402 -88%