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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 %
LWM
1326
LJI Wealth Management
Indiana
$297K +$36.2K +400 +14%
HIP
1327
Harrell Investment Partners
Texas
$297K -$21.5K -243 -7%
BHIC
1328
Bassett Hargrove Investment Counsel
Delaware
$297K -$66.3K -2,000 -18%
ACM
1329
Advance Capital Management
Michigan
$296K -$5.7K -63 -2%
BMCM
1330
Black Maple Capital Management
Wisconsin
$295K
FFWM
1331
Future Financial Wealth Management
Ohio
$294K -$32.7K -362 -10%
AFA
1332
American Financial Advisors
Georgia
$294K +$1.9K +21 +0.6%
EAM
1333
Evanson Asset Management
California
$291K +$291K +3,217 New
FFA
1334
Farther Finance Advisors
California
$290K -$5.97K -66 -2%
PWM
1335
Peterson Wealth Management
Nevada
$290K +$290K +3,206 New
CAIMH
1336
Central Asset Investments & Management Holdings
Hong Kong
$289K -$994K -11,000 -77%
PBT
1337
Pictet Bank & Trust
Bahamas
$289K
LIM
1338
Leavell Investment Management
Alabama
$289K +$23.6K +261 +9%
CWM
1339
Connecticut Wealth Management
Connecticut
$289K +$28.4K +314 +11%
GCA
1340
Gradient Capital Advisors
California
$289K +$181 +2 +0.1%
STCOSD
1341
Sageworth Trust Company of South Dakota
South Dakota
$289K
GPA
1342
Garrison Point Advisors
California
$288K -$13.6K -150 -4%
CW
1343
CIC Wealth
Maryland
$287K
KW
1344
KWB Wealth
California
$285K -$18.4K -227 -6%
TW
1345
Transform Wealth
Colorado
$285K +$18.2K +201 +7%
PG
1346
Patten Group
Tennessee
$283K -$16.5K -183 -6%
FA
1347
Fiduciary Alliance
South Carolina
$283K -$1.72K -19 -0.6%
AC
1348
Avestar Capital
New York
$282K -$2.44K -27 -0.9%
FCH
1349
Freestone Capital Holdings
Washington
$282K -$180K -1,989 -39%
VCM
1350
Viewpoint Capital Management
Washington
$282K