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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 %
CG
576
Caprock Group
Idaho
$2.48M +$65.9K +786 +3%
FA
577
FDx Advisors
Illinois
$2.47M +$618K +7,367 +33%
SPI
578
Sutton Place Investors
New York
$2.46M -$252 -3 -0%
XSC
579
X-Square Capital
Puerto Rico
$2.45M -$2.1M -25,074 -46%
TFA
580
Transamerica Financial Advisors
Florida
$2.45M -$74.1K -884 -3%
JSL
581
JT Stratford LLC
Georgia
$2.43M +$282K +3,366 +13%
ZIG
582
Zullo Investment Group
Pennsylvania
$2.42M +$51.4K +613 +2%
JIP
583
Jaffetilchin Investment Partners
Florida
$2.41M +$8.8K +105 +0.4%
QT
584
Quantbot Technologies
New York
$2.4M +$2.4M +28,683 New
SFS
585
Starfox Financial Services
Texas
$2.38M +$407K +4,853 +21%
BWP
586
Balboa Wealth Partners
Arizona
$2.35M +$306K +3,652 +15%
CAG
587
Csenge Advisory Group
Florida
$2.34M -$12.1K -144 -0.5%
SI
588
Saxon Interests
Texas
$2.34M +$2.34M +27,917 New
AIM
589
Astor Investment Management
Illinois
$2.34M +$988K +11,786 +73%
EWM
590
EPG Wealth Management
Georgia
$2.34M -$144K -1,724 -6%
CRWM
591
Castle Rock Wealth Management
California
$2.33M +$587K +6,958 +34%
Ensign Peak Advisors
592
Ensign Peak Advisors
Utah
$2.32M +$2.32M +27,664 New
JWBC
593
J.W. Burns & Co
New York
$2.31M -$1.01K -12 -0%
FFA
594
Founders Financial Alliance
North Carolina
$2.31M +$20.6K +246 +0.9%
IFWM
595
Institute for Wealth Management
Colorado
$2.3M +$201K +2,400 +10%
OAG
596
Orbis Allan Gray
Bermuda
$2.3M
BAM
597
Belpointe Asset Management
Nevada
$2.29M -$4.34M -51,799 -65%
FBFS
598
First Business Financial Services
Wisconsin
$2.27M -$32.4K -386 -1%
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
$2.25M -$943K -11,246 -30%
BHIA
600
Birch Hill Investment Advisors
Massachusetts
$2.25M +$36.1K +430 +2%