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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.

Holders
1,703
Holders Change
+92
Holders Change %
+5.71%
% of All Funds
27.16%
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 %
MAWA
1526
Moss Adams Wealth Advisors
Washington
$114K
OHWP
1527
Oak Harbor Wealth Partners
North Carolina
$112K +$10.1K +112 +10%
CIA
1528
Choate Investment Advisors
Massachusetts
$112K +$112K +1,237 New
FAM
1529
Flaharty Asset Management
Florida
$112K +$112K +1,234 New
TF
1530
Tompkins Financial
New York
$108K -$54.2K -600 -33%
SSG
1531
Summit Securities Group
New York
$108K +$108K +1,200 New
JGCM
1532
Joseph Group Capital Management
Ohio
$106K
WWM
1533
Wagner Wealth Management
South Carolina
$105K +$31.2K +345 +42%
IPW
1534
Impact Partnership Wealth
Georgia
$105K +$60.4K +668 +137%
DSC
1535
Duncker Streett & Co
Missouri
$103K +$181 +2 +0.2%
GWANC
1536
Guardian Wealth Advisors (North Carolina)
North Carolina
$101K +$271 +3 +0.3%
FCMT
1537
Founders Capital Management (Texas)
Texas
$99.5K +$75.5K +835 +314%
AWM
1538
Abound Wealth Management
Tennessee
$98.4K
HWM
1539
HighMark Wealth Management
Minnesota
$95.9K +$25.8K +285 +37%
RCM
1540
Raleigh Capital Management
North Carolina
$94.2K +$633 +7 +0.7%
LFG
1541
Larson Financial Group
Missouri
$91.6K -$15.5K -171 -14%
Legacy Financial Group (Iowa)
1542
Legacy Financial Group (Iowa)
Iowa
$90.4K +$90.4K +1,001 New
MPWT
1543
MassMutual Private Wealth & Trust
Connecticut
$90.4K -$39.4K -436 -30%
CWC
1544
Carolinas Wealth Consulting
North Carolina
$88K +$596 +7 +0.7%
PCTC
1545
Perkins Coie Trust Company
Washington
$87.8K +$87.8K +971 New
MIM
1546
MTM Investment Management
South Carolina
$87.3K +$31.5K +348 +56%
RFG
1547
RFP Financial Group
Georgia
$87.2K +$633 +7 +0.7%
VCM
1548
Versant Capital Management
Arizona
$85.2K
WOSD
1549
WFA of San Diego
California
$83.6K
CWM
1550
Cranbrook Wealth Management
Michigan
$83.6K +$5.15K +57 +7%