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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 %
AWM
601
Ameliora Wealth Management
Switzerland
$2.25M -$390K -4,652 -15%
IP
602
Intellectus Partners
California
$2.25M -$8.38K -100 -0.4%
BAM
603
Beaumont Asset Management
Texas
$2.23M +$23.9K +285 +1%
GSIS
604
Global Strategic Investment Solutions
Arizona
$2.23M -$332K -3,955 -13%
TFGT
605
TS Financial Group (TSFG)
Illinois
$2.23M +$277K +3,308 +14%
MFIM
606
Mesirow Financial Investment Management
Illinois
$2.21M +$2.21M +26,377 New
ACA
607
Affinity Capital Advisors
California
$2.21M +$2.21M +26,314 New
NFG
608
Nations Financial Group
Iowa
$2.2M -$1.97M -23,552 -47%
TFS
609
Thoroughbred Financial Services
Tennessee
$2.2M -$118K -1,412 -5%
DSN
610
D. Scott Neal
Kentucky
$2.2M +$78K +930 +4%
FIM
611
Freedom Investment Management
Connecticut
$2.19M +$419K +4,999 +24%
EIP
612
Ellis Investment Partners
Pennsylvania
$2.18M -$39.7K -473 -2%
FTIS
613
First Trust Investment Solutions
Florida
$2.18M +$2.18M +25,978 New
WP
614
WealthSource Partners
California
$2.18M -$465K -5,543 -18%
EPA
615
Element Pointe Advisors
Florida
$2.18M +$1.37M +16,325 +170%
SFG
616
Sowa Financial Group
Rhode Island
$2.17M -$98.9K -1,179 -4%
PWA
617
PCG Wealth Advisors
Kansas
$2.15M -$1.26M -15,001 -37%
GCA
618
Genesee Capital Advisors
New York
$2.15M -$2.42M -28,819 -53%
CA
619
Claro Advisors
Massachusetts
$2.14M +$546K +6,516 +34%
JPLA
620
Joseph P. Lucia & Associates
New York
$2.13M -$3.19K -38 -0.1%
TC
621
Trust Company
Kansas
$2.13M +$77.1K +920 +4%
BCM
622
Bienville Capital Management
New York
$2.12M -$180K -2,151 -8%
WSCM
623
Wellington Shields Capital Management
New York
$2.12M -$327K -3,905 -13%
QIM
624
Quest Investment Management
Oregon
$2.12M +$289K +3,447 +16%
Schroder Investment Management Group
625
Schroder Investment Management Group
United Kingdom
$2.1M -$101M -1,206,261 -98%