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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 %
AWC
1476
Abundance Wealth Counselors
Pennsylvania
$204K +$204K +2,260 New
BFM
1477
Boston Financial Management
Massachusetts
$203K +$203K +2,250 New
RBFC
1478
Roman Butler Fullerton & Co
Missouri
$203K -$153K -1,707 -43%
IWM
1479
Iams Wealth Management
Nebraska
$203K +$203K +2,244 New
ATC
1480
Adirondack Trust Company
New York
$203K +$156K +1,724 +332%
ZIG
1481
Zuckerman Investment Group
Illinois
$202K +$202K +2,239 New
BW
1482
BIP Wealth
Georgia
$202K +$202K +2,235 New
WAS
1483
Winch Advisory Services
Wisconsin
$201K -$5.16K -57 -3%
SFO
1484
Stokes Family Office
Louisiana
$200K +$200K +2,214 New
SFWC
1485
Strategic Family Wealth Counselors
New Jersey
$200K +$200K +2,214 New
FPB
1486
First PREMIER Bank
South Dakota
$192K -$361 -4 -0.2%
Daiwa Securities Group
1487
Daiwa Securities Group
Japan
$181K
OCM
1488
Orion Capital Management
California
$181K +$181K +2,000 New
BWM
1489
Baystate Wealth Management
Massachusetts
$180K +$633 +7 +0.4%
UOTTAIMCU
1490
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$171K +$171K +1,889 New
FCA
1491
FinTrust Capital Advisors
South Carolina
$170K -$9.13K -101 -5%
CCM
1492
Chilton Capital Management
Texas
$170K
NF
1493
Norwood Financial
Pennsylvania
$165K
CLOS
1494
Compagnie Lombard Odier SCmA
Switzerland
$163K -$221K -2,446 -58%
HT
1495
Headlands Technologies
Illinois
$161K +$97.1K +1,074 +152%
OA
1496
Operose Advisors
Wisconsin
$160K +$9.04K +100 +6%
NIC
1497
Northwest Investment Counselors
Oregon
$157K +$2.71K +30 +2%
AWM
1498
Activest Wealth Management
Florida
$157K +$157K +1,732 New
OC
1499
Oakworth Capital
Alabama
$153K
BI
1500
Bramshill Investments
Florida
$147K