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Energy Select Sector SPDR Fund

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.92%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Shares
Change %
NSAM
426
North Star Asset Management
Wisconsin
$3.94M -$142K -1,690 -3%
TSW
427
Three Seasons Wealth
Utah
$3.93M +$1.6M +19,029 +68%
VVP
428
Venture Visionary Partners
Ohio
$3.91M +$1.18M +14,053 +43%
JWCA
429
J.W. Cole Advisors
Florida
$3.88M -$651K -7,770 -14%
BDAM
430
Blue Door Asset Management
Connecticut
$3.88M +$587K +7,000 +18%
HI
431
Harbour Investments
Wisconsin
$3.87M -$893K -10,646 -19%
TC
432
Trilogy Capital
California
$3.86M -$16.2M -192,800 -81%
IWMWV
433
Ironwood Wealth Management (West Virginia)
West Virginia
$3.85M -$6.62K -81 -0.2%
BCM
434
BlueCrest Capital Management
Jersey
$3.84M +$3.48M +41,500 +970%
SIC
435
Sigma Investment Counselors
Michigan
$3.83M -$7.55K -90 -0.2%
HCM
436
Hall Capital Management
Rhode Island
$3.83M +$1.18M +14,061 +45%
IAS
437
Investment Advisory Services
Texas
$3.82M +$222K +2,644 +6%
PFA
438
Pettinga Financial Advisors
Indiana
$3.79M +$1.11M +13,187 +41%
MTC
439
Matrix Trust Company
Colorado
$3.79M -$729K -8,693 -16%
SWM
440
Segment Wealth Management
Texas
$3.78M -$514K -6,130 -12%
RCP
441
Rothschild Capital Partners
New York
$3.76M -$5.28K -63 -0.1%
PCM
442
Pinnbrook Capital Management
New York
$3.73M +$3.73M +44,498 New
RMC
443
Regis Management Company
California
$3.72M -$457K -5,452 -11%
SSA
444
Schonfeld Strategic Advisors
New York
$3.69M +$3.69M +44,040 +4,404,000%
CCG
445
Cypress Capital Group
Florida
$3.69M +$1.63M +19,435 +79%
VDI
446
Vaughan David Investments
Illinois
$3.66M -$647K -7,718 -15%
FT
447
Fiduciary Trust
Massachusetts
$3.62M -$169K -2,014 -4%
FHA
448
Flagship Harbor Advisors
Massachusetts
$3.61M -$12.9M -154,099 -78%
CA
449
Continental Advisors
Utah
$3.61M
FIA
450
Foundations Investment Advisors
Arizona
$3.59M -$4.76M -57,044 -57%