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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 %
IWP
1501
Icon Wealth Partners
Texas
$146K -$6.06K -67 -4%
AAP
1502
Arax Advisory Partners
Colorado
$146K -$23.5K -260 -14%
APCM
1503
Alaska Permanent Capital Management
Alaska
$144K
ICM
1504
Intrepid Capital Management
Florida
$144K
FWM
1505
Focused Wealth Management
New York
$141K -$4.79K -53 -3%
WOC
1506
West Oak Capital
California
$139K
UFF
1507
USA Financial Formulas
Michigan
$137K
WA
1508
WestEnd Advisors
North Carolina
$137K +$137K +1,510 New
WPWM
1509
Western Pacific Wealth Management
Illinois
$136K
ME
1510
McIlrath & Eck
Washington
$135K -$372K -4,110 -73%
PMAM
1511
Picton Mahoney Asset Management
Ontario, Canada
$134K
WWP
1512
WR Wealth Planners
Missouri
$133K -$2.98K -33 -2%
IF
1513
Integrity Financial
Wyoming
$131K -$1.09K -12 -0.8%
PFM
1514
Phillips Financial Management
Indiana
$129K -$17.8K -197 -12%
HL
1515
HeadInvest LLC
Maine
$128K +$128K +1,448 New
DAM
1516
Delta Asset Management
Tennessee
$128K +$24.9K +275 +24%
GWS
1517
Glassman Wealth Services
Virginia
$125K +$2.71K +30 +2%
SAG
1518
Spotlight Asset Group
Illinois
$123K
PCM
1519
Perritt Capital Management
Illinois
$120K -$1.9K -21 -2%
AA
1520
Addison Advisors
Vermont
$120K -$19.9K -220 -14%
HB
1521
Horizon Bancorp
Indiana
$119K +$119K +1,317 New
WPA
1522
West Paces Advisors
Georgia
$119K
BBHC
1523
Brown Brothers Harriman & Co
New York
$119K +$23.3K +258 +24%
BWL
1524
Bogart Wealth LLC
Virginia
$115K +$51.5K +570 +81%
WTC
1525
WhitTier Trust Company
Nevada
$115K -$6.78K -75 -6%