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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 %
WP
1351
Westmount Partners
California
$282K -$1.27K -14 -0.4%
AIM
1352
Anchor Investment Management
South Carolina
$281K +$30.2K +334 +12%
CCG
1353
Coastwise Capital Group
California
$281K -$10.2K -113 -4%
RMAM
1354
Raab & Moskowitz Asset Management
New Jersey
$280K
NCM
1355
NCM Capital Management
New Jersey
$279K +$27.1K +300 +11%
ES
1356
Eagle Strategies
New York
$279K +$3.53K +39 +1%
AT
1357
American Trust
Kentucky
$277K -$168K -1,864 -38%
WA
1358
Wealth Alliance
New York
$277K +$43.2K +478 +18%
IA
1359
IAM Advisory
Pennsylvania
$276K +$276K +3,053 New
JSW
1360
Journey Strategic Wealth
New Jersey
$276K
CA
1361
CGN Advisors
Kansas
$276K +$9.94K +110 +4%
HIMC
1362
Heritage Investors Management Corp
Maryland
$275K
MWM
1363
Merriman Wealth Management
Washington
$275K +$275K +3,039 New
MHB
1364
Midwest Heritage Bank
Iowa
$275K -$28.4K -314 -9%
SW
1365
Solidarity Wealth
Utah
$274K -$841K -9,300 -75%
CCA
1366
Column Capital Advisors
Indiana
$274K
EIA
1367
Eldridge Investment Advisors
New Hampshire
$274K
SC
1368
Savant Capital
Illinois
$274K -$66.2K -732 -19%
FP
1369
Financial Perspectives
Minnesota
$274K +$4.07K +45 +2%
HT
1370
Heritage Trust
Oklahoma
$271K
BPWM
1371
Badgley Phelps Wealth Managers
Washington
$271K
COCM
1372
Charter Oak Capital Management
New Hampshire
$271K -$35K -387 -11%
KC
1373
Kingfisher Capital
North Carolina
$271K +$45.2K +500 +20%
TWA
1374
Talisman Wealth Advisors
New Jersey
$270K +$181 +2 +0.1%
CCWM
1375
Cassaday & Co Wealth Management
Virginia
$269K