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Energy Select Sector SPDR Fund

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.47%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
1526
Bogart Wealth LLC
Virginia
$57.5K -$54.6K -659 -49%
EDRH
1527
Edmond de Rothschild Holding
Switzerland
$55.2K +$37.4K +451 +210%
WAM
1528
WFA Asset Management
Wisconsin
$55.1K +$580 +7 +1%
RWPA
1529
Richard W. Paul & Associates
Michigan
$54.1K +$580 +7 +1%
C
1530
Covestor
United Kingdom
$54K -$10.3K -124 -16%
TFP
1531
Tilia Fiduciary Partners
North Carolina
$53K +$83 +1 +0.2%
MIM
1532
MTM Investment Management
South Carolina
$50.8K +$414 +5 +0.8%
PPC
1533
Park Place Capital
Alabama
$50.4K -$1.08K -13 -2%
HCM
1534
Highlander Capital Management
New Jersey
$50K -$8.33K -100 -14%
MHR
1535
Matthew Hamilton Rosenberg
$49.4K +$5.72K +69 +13%
RA
1536
Resolute Advisors
California
$48.5K +$48.5K +586 New
FNBOSM
1537
First National Bank of South Miami
Florida
$48K
Kayne Anderson Rudnick Investment Management
1538
Kayne Anderson Rudnick Investment Management
California
$47.8K
HS
1539
Horan Securities
United States
$47.7K
BG
1540
Bollard Group
Massachusetts
$46K +$250 +3 +0.5%
FCA
1541
Fortis Capital Advisors
Kansas
$45.4K -$161K -1,940 -78%
TCOV
1542
Trust Company of Vermont
Vermont
$45.4K
MCA
1543
Maryland Capital Advisors
Maryland
$45.1K -$15.7K -189 -26%
HBW
1544
Hazlett, Burt & Watson
West Virginia
$44K -$5.35K -65 -11%
RP
1545
Rice Partnership
Hawaii
$44K
ATC
1546
Adirondack Trust Company
New York
$43.1K
BA
1547
Bellwether Advisors
Nebraska
$41.4K +$41.4K +500 New
TLA
1548
Tanglewood Legacy Advisors
Texas
$41.4K
SIS
1549
Strategic Investment Solutions
Illinois
$41.4K +$41.4K +500 New
FPFS
1550
First Personal Financial Services
North Carolina
$41.2K