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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 %
PNAA
701
Pictet North America Advisors
Switzerland
$1.65M +$1.13M +13,429 +215%
MC
702
Martin & Co
Tennessee
$1.64M -$38.4K -458 -2%
HGERS
703
Householder Group Estate & Retirement Specialist
Arizona
$1.63M +$865K +10,318 +112%
GHA
704
Granite Harbor Advisors
Texas
$1.63M +$29.2K +348 +2%
HCM
705
Hollencrest Capital Management
California
$1.63M +$13.8K +164 +0.9%
AWE
706
Avidian Wealth Enterprises
Texas
$1.63M +$110K +1,314 +7%
GM
707
GeoWealth Management
Illinois
$1.62M -$7.13M -84,993 -81%
KWM
708
Kingsview Wealth Management
Oregon
$1.62M -$644K -7,680 -28%
MM
709
Main Management
California
$1.61M
PCMF
710
Private Capital Management (Florida)
Florida
$1.6M +$4.7K +56 +0.3%
CRA
711
Clear Rock Advisors
Texas
$1.6M +$1.6M +19,200 New
SI
712
Symmetry Investments
Jersey
$1.58M +$216K +2,578 +16%
CRI
713
Commonwealth Retirement Investments
Virginia
$1.58M +$1.58M +18,873 New
BCM
714
Becker Capital Management
Oregon
$1.58M -$21.7K -259 -1%
DIA
715
Dana Investment Advisors
Wisconsin
$1.58M +$70.1K +836 +5%
AQR Capital Management
716
AQR Capital Management
Connecticut
$1.58M +$1.58M +18,808 New
ANTB
717
AMG National Trust Bank
Colorado
$1.58M +$115K +1,370 +8%
FCP
718
Fidelis Capital Partners
Florida
$1.57M +$330K +3,933 +27%
OIA
719
OneDigital Investment Advisors
Kansas
$1.56M -$422K -5,034 -21%
AF
720
Apexium Financial
Texas
$1.56M +$297K +3,541 +24%
MPW
721
MA Private Wealth
California
$1.55M -$343K -4,086 -18%
FAB
722
First American Bank
Illinois
$1.55M +$145K +1,729 +10%
PP
723
Patten & Patten
Tennessee
$1.55M +$344K +4,099 +28%
ST
724
Sabal Trust
Florida
$1.53M -$180K -2,151 -11%
TCPWM
725
Traverso Chambers Private Wealth Management
California
$1.53M +$587 +7 +0%