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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 %
MFG
626
Midwest Financial Group
Kansas
$2.1M +$234K +2,789 +13%
SWM
627
Stockman Wealth Management
Montana
$2.1M +$132K +1,576 +7%
Sumitomo Mitsui Trust Group
628
Sumitomo Mitsui Trust Group
Japan
$2.08M +$497K +5,926 +31%
PP
629
Paloma Partners
Connecticut
$2.08M +$2.08M +24,807 New
BCWM
630
Bartlett & Co Wealth Management
Ohio
$2.08M +$1.85M +22,075 +838%
BC
631
Bartlett & Co
Ohio
$2.08M +$1.85M +22,075 +838%
FNC
632
First National Corp
Massachusetts
$2.07M -$265K -3,166 -11%
FFP
633
Forbes Financial Planning
Rhode Island
$2.06M -$5.95K -71 -0.3%
MWM
634
Massachusetts Wealth Management
Massachusetts
$2.06M +$273K +3,255 +15%
BCM
635
Boltwood Capital Management
California
$2.04M +$57K +680 +3%
CL
636
Choreo LLC
Illinois
$2.04M +$1.71M +20,408 +523%
CW
637
Channel Wealth
California
$2.04M +$555K +6,621 +37%
LWA
638
Lowe Wealth Advisors
Maryland
$2.01M +$30.8K +367 +2%
CWM
639
CIBC World Markets
New York
$2.01M +$838K +10,000 +71%
IAIM
640
International Assets Investment Management
Florida
$2.01M +$2.01M +23,992 New
ACA
641
Atlas Capital Advisors
Wyoming
$2.01M +$119K +1,418 +6%
EFA
642
Evernest Financial Advisors
Indiana
$2.01M +$2.01M +23,920 New
FCI
643
Financial Counselors Inc
Kansas
$1.99M -$22.8K -272 -1%
WM
644
Whitford Management
New York
$1.99M +$1.99M +23,700 New
TI
645
Trexquant Investment
Connecticut
$1.98M +$1.98M +23,674 New
SFI
646
SPC Financial Inc
Maryland
$1.98M +$31.4K +375 +2%
Manulife (Manufacturers Life Insurance)
647
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.98M -$53.1M -633,844 -96%
PCA
648
Pallas Capital Advisors
Massachusetts
$1.96M +$318K +3,789 +19%
BSW
649
Buckingham Strategic Wealth
Missouri
$1.95M -$83.7K -998 -4%
GJIA
650
Glass Jacobson Investment Advisors
Maryland
$1.94M -$84.4K -1,007 -4%