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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 %
CWM
651
Cornerstone Wealth Management
Missouri
$1.92M -$17.1K -204 -0.9%
FAM
652
Family Asset Management
South Carolina
$1.92M +$554K +6,610 +41%
GAB
653
German American Bancorp
Indiana
$1.91M +$1.91M +22,760 New
TCM
654
Triumph Capital Management
Colorado
$1.9M +$1.9M +22,716 New
CFA
655
Camarda Financial Advisors
Florida
$1.89M -$46K -549 -2%
BW
656
Bison Wealth
Georgia
$1.89M -$38.1K -454 -2%
AI
657
Atom Investors
Texas
$1.89M -$742K -8,848 -28%
FB
658
Fulton Bank
Pennsylvania
$1.87M +$54.1K +645 +3%
CIM
659
Contravisory Investment Management
Massachusetts
$1.87M +$4.36K +52 +0.2%
CCM
660
Corsair Capital Management
New York
$1.85M -$419K -5,000 -18%
IBOK
661
Independence Bank of Kentucky
Kentucky
$1.85M -$81.3K -970 -4%
WAG
662
Windsor Advisory Group
Ohio
$1.85M +$458K +5,467 +33%
CWM
663
Cedar Wealth Management
California
$1.85M -$74.7K -891 -4%
NM
664
NWI Management
New York
$1.84M
AC
665
AlphaCore Capital
California
$1.84M +$142K +1,699 +8%
GT
666
Glenview Trust
Kentucky
$1.84M +$978K +11,665 +113%
RA
667
RFG Advisory
Alabama
$1.84M -$232K -2,768 -11%
TTWM
668
TCV Trust & Wealth Management
Virginia
$1.83M +$14.2K +169 +0.8%
LFAS
669
Level Four Advisory Services
Texas
$1.83M -$232K -2,764 -11%
CGFA
670
Colton Groome Financial Advisors
North Carolina
$1.82M +$133K +1,581 +8%
C
671
Croban
Ohio
$1.8M +$1.8M +20,969 New
BONH
672
Bank of New Hampshire
New Hampshire
$1.79M -$82.7K -986 -4%
PWM
673
Purus Wealth Management
California
$1.78M +$37.3K +445 +2%
CSPIA
674
Cary Street Partners Investment Advisory
Virginia
$1.78M +$294K +3,509 +20%
TNAM
675
Terra Nova Asset Management
New York
$1.76M -$125K -1,495 -7%