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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 %
AA
1326
Apriem Advisors
California
$205K +$205K +2,846 New
BCWM
1327
Bartlett & Co Wealth Management
Ohio
$204K -$3.89K -54 -2%
GAG
1328
GM Advisory Group
New York
$204K -$19.4M -269,097 -99%
BC
1329
Bartlett & Co
Ohio
$204K -$3.88K -54 -2%
NAS
1330
Nicolet Advisory Services
Wisconsin
$203K -$52.4K -654 -21%
TAM
1331
Townsend Asset Management
North Carolina
$203K +$3.02K +42 +2%
SCA
1332
Sandy Cove Advisors
Massachusetts
$203K +$203K +2,812 New
WDL
1333
Well Done LLC
Michigan
$202K
EWMCB
1334
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$202K +$202K +2,805 New
ISWM
1335
Independent Solutions Wealth Management
New York
$202K -$16K -222 -7%
CWM
1336
Concentrum Wealth Management
California
$201K +$201K +2,795 New
FP
1337
Financial Perspectives
Minnesota
$198K +$2.16K +30 +1%
EL
1338
EMFO LLC
Florida
$198K
EWM
1339
Evermay Wealth Management
Virginia
$197K +$21.6K +300 +12%
BFPW
1340
BOK Financial Private Wealth
Colorado
$189K
AA
1341
AlphaCentric Advisors
Puerto Rico
$188K +$188K +2,608 New
TFS
1342
TrustCore Financial Services
Tennessee
$179K -$56.3K -781 -24%
MA
1343
MCF Advisors
Kentucky
$179K +$288 +4 +0.2%
Bank of Montreal
1344
Bank of Montreal
Ontario, Canada
$178K +$16.3K +207,275 +10%
FA
1345
Faithward Advisors
Pennsylvania
$176K +$76.7K +1,065 +77%
LFG
1346
Larson Financial Group
Missouri
$172K +$53.7K +745 +45%
ATFA
1347
All Terrain Financial Advisors
Minnesota
$171K
ADL
1348
Asset Dedication LLC
California
$167K +$6.66K +92 +4%
HWMA
1349
Heritage Wealth Management (Arizona)
Arizona
$166K +$6.27K +87 +4%
OIA
1350
Optimum Investment Advisors
Illinois
$163K +$8.84K +123 +6%