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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 %
NSIM
1376
North Star Investment Management
Illinois
$267K +$23.1K +256 +9%
JFGIW
1377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K +$58.1K +643 +28%
CCB
1378
Cutter & Co Brokerage
Missouri
$265K -$56.7K -627 -18%
EWM
1379
Evermay Wealth Management
Virginia
$264K
MPW
1380
Monterey Private Wealth
California
$263K +$4.07K +45 +2%
CWM
1381
Concentrum Wealth Management
California
$260K +$28.8K +319 +12%
LSA
1382
L & S Advisors
California
$260K +$260K +2,876 New
AMIM
1383
Aull & Monroe Investment Management
Alabama
$258K
AWC
1384
Adamsbrown Wealth Consultants
Kansas
$258K
TW
1385
TrinityPoint Wealth
Connecticut
$258K +$258K +2,854 New
SXL
1386
Summit X LLC
Missouri
$257K +$257K +2,848 New
AI
1387
AXS Investments
New York
$256K +$256K +2,835 New
RA
1388
Resolute Advisors
California
$256K +$256K +2,834 New
AAS
1389
Asset Allocation Strategies
Michigan
$255K -$29.7K -329 -10%
JF
1390
Jump Financial
Illinois
$255K -$170K -1,877 -40%
GAG
1391
GM Advisory Group
New York
$255K -$21.4K -237 -8%
APA
1392
Astoria Portfolio Advisors
New York
$255K -$1.13K -13 -0.4%
FPW
1393
Flagship Private Wealth
Massachusetts
$254K +$254K +2,814 New
CFG
1394
Carr Financial Group
Massachusetts
$254K +$254K +2,931 New
PCM
1395
Palisade Capital Management
New Jersey
$253K +$253K +2,800 New
AFG
1396
Allegheny Financial Group
Pennsylvania
$253K +$30.3K +335 +14%
DWA
1397
Delos Wealth Advisors
Texas
$251K
DCM
1398
Dimension Capital Management
Florida
$251K -$251K -2,774 -50%
WEG
1399
World Equity Group
Illinois
$250K +$250K +2,771 New
ISB
1400
Iowa State Bank
Iowa
$250K -$42.1K -466 -14%