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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 %
NIC
1526
Northwest Investment Counselors
Oregon
$149K
OC
1527
Oakworth Capital
Alabama
$149K
WSC
1528
Wellington Shields & Co
New York
$148K +$105K +1,200 +245%
TWA
1529
TCI Wealth Advisors
Arizona
$146K +$1.75K +20 +1%
BI
1530
Bramshill Investments
Florida
$143K
PFM
1531
Phillips Financial Management
Indiana
$142K
TAM
1532
Tucker Asset Management
Colorado
$140K +$14.7K +169 +12%
AA
1533
Addison Advisors
Vermont
$135K -$15.7K -180 -10%
WOC
1534
West Oak Capital
California
$135K +$114K +1,300 +542%
TCM
1535
Tradewinds Capital Management
Washington
$132K
HB
1536
Horizon Bancorp
Indiana
$132K +$132K +1,510 New
WPWM
1537
Western Pacific Wealth Management
Illinois
$132K +$700 +8 +0.5%
LWCFA
1538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K
OA
1539
Operose Advisors
Wisconsin
$124K
ZB
1540
Zions Bancorporation
Utah
$120K
BWL
1541
Bogart Wealth LLC
Virginia
$118K +$612 +7 +0.5%
PCM
1542
Perritt Capital Management
Illinois
$116K +$116K +1,325 New
WPA
1543
West Paces Advisors
Georgia
$116K +$8.66K +99 +8%
CWC
1544
Carolinas Wealth Consulting
North Carolina
$115K -$152K -1,742 -57%
Marshall Wace
1545
Marshall Wace
United Kingdom
$114K +$114K +1,305 New
JEST
1546
JTC Employer Solutions Trustee
Jersey
$113K
GFPC
1547
Global Financial Private Client
Florida
$111K +$9.18K +105 +9%
MAWA
1548
Moss Adams Wealth Advisors
Washington
$111K +$111K +1,264 New
WWM
1549
Wagner Wealth Management
South Carolina
$107K +$6.04K +69 +6%
KM
1550
Kalos Management
Georgia
$106K +$106K +1,209 New