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Energy Select Sector SPDR Fund

1,713 hedge funds and large institutions have $26B invested in Energy Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 710 increasing their positions, 569 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+162
Holders Change %
+10.44%
% of All Funds
27.64%
Holding in Top 10
138
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+21.05%
% of All Funds
2.23%
New
284
Increased
710
Reduced
569
Closed
92
Calls
$4.79B
Puts
$10.5B
Net Calls
-$5.69B
Net Calls Change
+$531M
Name Holding Trade Value Shares
Change
Shares
Change %
EE
1426
EWG Elevate
California
$252K
CWM
1427
Concentric Wealth Management
California
$251K -$4.37K -50 -2%
ERIC
1428
Eagle Rock Investment Company
Georgia
$251K +$251K +2,852 New
MPW
1429
Monterey Private Wealth
California
$251K +$1.05K +12 +0.4%
BCWM
1430
Bartlett & Co Wealth Management
Ohio
$250K +$2.19K +25 +0.9%
BC
1431
Bartlett & Co
Ohio
$250K +$2.18K +25 +0.9%
AMIM
1432
Aull & Monroe Investment Management
Alabama
$250K -$108K -1,235 -30%
MA
1433
MBA Advisors
Pennsylvania
$250K -$22.2K -254 -8%
WA
1434
Waverly Advisors
Alabama
$249K +$249K +2,852 New
BBW
1435
Blue Barn Wealth
Utah
$249K +$249K +2,846 New
AR
1436
Apeiron RIA
Texas
$248K -$67.1K -767 -21%
NAS
1437
Nicolet Advisory Services
Wisconsin
$246K +$22.7K +258 +10%
ISWM
1438
Independent Solutions Wealth Management
New York
$245K
CWM
1439
Concentrum Wealth Management
California
$244K -$525 -6 -0.2%
AWC
1440
Adamsbrown Wealth Consultants
Kansas
$243K -$44K -503 -15%
FP
1441
Financial Perspectives
Minnesota
$243K +$2.45K +28 +1%
CPG
1442
Cornerstone Planning Group
New Jersey
$243K +$243K +2,711 New
CCG
1443
Cypress Capital Group
Florida
$242K +$242K +2,765 New
TAM
1444
TCP Asset Management
Ohio
$242K +$242K +2,763 New
WBG
1445
Wharton Business Group
Pennsylvania
$241K +$241K +2,760 New
EL
1446
EMFO LLC
Florida
$241K
PCM
1447
Palisade Capital Management
New Jersey
$241K +$241K +2,750 New
CWM
1448
Circle Wealth Management
New Jersey
$240K +$240K +2,749 New
WDL
1449
Well Done LLC
Michigan
$240K -$5.07K -58 -2%
EWM
1450
Evermay Wealth Management
Virginia
$239K +$262 +3 +0.1%