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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 %
FFS
551
Founders Financial Securities
Maryland
$2.71M -$1.05M -12,506 -28%
ACI
552
Alpha Cubed Investments
California
$2.71M +$1.13M +13,497 +72%
PPP
553
Private Portfolio Partners
New Jersey
$2.68M +$173K +2,062 +7%
VAS
554
Valicenti Advisory Services
New York
$2.65M -$337K -4,015 -11%
BCM
555
Beck Capital Management
Texas
$2.63M -$377K -4,497 -13%
Verition Fund Management
556
Verition Fund Management
Connecticut
$2.62M -$7.27M -86,731 -74%
BF
557
BOK Financial
Oklahoma
$2.62M -$660K -7,877 -20%
UB
558
UMB Bank
Missouri
$2.6M +$56K +668 +2%
SW
559
SteelPeak Wealth
California
$2.59M -$371K -4,426 -13%
RJT
560
Raymond James Trust
Florida
$2.59M +$127K +1,511 +5%
SF
561
Summit Financial
New Jersey
$2.59M +$23.1K +276 +0.9%
JCFM
562
JBR Co Financial Management
Oklahoma
$2.57M +$2.57M +30,666 New
CB
563
Community Bank
New York
$2.56M -$36.5K -435 -1%
LRWA
564
Long Run Wealth Advisors
New York
$2.54M +$143K +1,703 +6%
LSAG
565
Lake Street Advisors Group
New Hampshire
$2.53M +$33.5K +400 +1%
MFFIA
566
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.53M +$77.1K +920 +3%
SB
567
Simmons Bank
Arkansas
$2.53M -$151K -1,804 -6%
IWN
568
Independent Wealth Network
Iowa
$2.52M +$470K +5,600 +23%
CCM
569
Consolidated Capital Management
California
$2.52M +$112K +1,333 +5%
PWM
570
Perigon Wealth Management
California
$2.52M +$927K +11,056 +58%
SP
571
SWS Partners
Ohio
$2.52M +$402K +4,797 +19%
LIP
572
Lighthouse Investment Partners
Florida
$2.52M +$2.52M +30,000 New
KIA
573
Knollwood Investment Advisory
Maryland
$2.49M
TCOO
574
Trust Company of Oklahoma
Oklahoma
$2.49M -$28.3K -337 -1%
LHWM
575
Lake Hills Wealth Management
Texas
$2.48M +$630K +7,517 +34%