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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 %
AA
1451
Apriem Advisors
California
$237K -$11.7K -134 -5%
OIA
1452
Optimum Investment Advisors
Illinois
$237K +$38.1K +436 +19%
HGWM
1453
Horst & Graben Wealth Management
Oregon
$235K -$155K -1,773 -40%
OCPWS
1454
One Charles Private Wealth Services
Massachusetts
$233K +$233K +2,666 New
BWM
1455
BCS Wealth Management
Tennessee
$232K +$232K +2,650 New
DWA
1456
Douglass Winthrop Advisors
New York
$232K +$232K +2,650 New
BCM
1457
BTC Capital Management
Iowa
$232K +$232K +2,650 New
RWP
1458
Revolve Wealth Partners
New Jersey
$232K +$232K +2,649 New
CAS
1459
Coppell Advisory Solutions
Texas
$229K +$229K +2,614 New
CASC
1460
Coppell Advisory Solutions Corp
Texas
$229K +$229K +2,614 New
PWM
1461
Prosperity Wealth Management
California
$227K +$227K +2,600 New
FA
1462
Faithward Advisors
Pennsylvania
$226K +$11.8K +135 +6%
VBFP
1463
Valtinson Bruner Financial Planning
Minnesota
$224K -$34.4K -389 -13%
CWM
1464
Curi Wealth Management
North Carolina
$223K +$223K +2,554 New
WWP
1465
WR Wealth Planners
Missouri
$223K -$540K -6,169 -71%
RFG
1466
RFP Financial Group
Georgia
$222K +$222K +2,537 New
G
1467
Gainplan
Michigan
$221K +$221K +2,531 New
WCA
1468
Westover Capital Advisors
Delaware
$221K +$221K +2,522 New
SFWA
1469
Summit Financial Wealth Advisors
Louisiana
$220K +$220K +2,518 New
TFS
1470
TrustCore Financial Services
Tennessee
$220K +$2.27K +26 +1%
MWA
1471
Martel Wealth Advisors
Washington
$219K +$219K +2,508 New
AAS
1472
Asset Allocation Strategies
Michigan
$218K +$218K +2,493 New
IWM
1473
Iams Wealth Management
Nebraska
$218K +$218K +2,492 New
WFA
1474
Wells Financial Advisors
Massachusetts
$218K +$148K +1,690 +211%
SHJ
1475
Sharkey, Howes & Javer
Colorado
$218K +$218K +2,490 New