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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 %
WWS
776
Wellington Wealth Strategies
Indiana
$1.31M +$1.31M +15,604 New
BWM
777
BNC Wealth Management
Oregon
$1.31M +$1M +11,949 +329%
BL
778
BFSG LLC
California
$1.3M -$25.2K -300 -2%
CCB
779
Country Club Bank
Missouri
$1.3M +$15.5K +184 +1%
PCA
780
Prosperity Capital Advisors
Ohio
$1.3M +$528K +6,302 +68%
SFG
781
Summit Financial Group
West Virginia
$1.3M -$257K -3,070 -17%
Neuberger Berman Group
782
Neuberger Berman Group
New York
$1.3M -$12.1K -144 -0.9%
SSCM
783
Spectrum Strategic Capital Management
Oregon
$1.3M +$1.3M +15,504 New
ACS
784
Archford Capital Strategies
Illinois
$1.29M -$89.4K -1,066 -6%
PBK
785
Peoples Bank (Kansas)
Kansas
$1.29M -$615K -7,341 -32%
TPWA
786
TRUE Private Wealth Advisors
Oregon
$1.29M +$395K +4,710 +44%
WAS
787
Wealth Advisory Solutions
Indiana
$1.29M -$1.3M -15,447 -50%
PCS
788
Personal CFO Solutions
New Jersey
$1.29M -$2.11M -25,168 -62%
ES
789
ETF Store
Kansas
$1.29M +$495K +5,909 +63%
ECML
790
Eagle Capital Management (Louisiana)
Louisiana
$1.28M -$20.7K -247 -2%
GLA
791
Good Life Advisors
Pennsylvania
$1.28M -$1.35M -16,063 -51%
SWMP
792
Signature Wealth Management Partners
New Jersey
$1.28M +$208K +2,481 +19%
CWA
793
Clarus Wealth Advisors
Arizona
$1.27M +$1.27M +15,929 New
MWM
794
Maltin Wealth Management
New Jersey
$1.27M -$25.5K -304 -2%
CCM
795
Canal Capital Management
Virginia
$1.26M +$1.26M +15,067 New
ACM
796
Anfield Capital Management
California
$1.26M -$435K -5,184 -26%
SIS
797
Susquehanna International Securities
Ireland
$1.26M +$419K +5,000 +50%
KFA
798
Kapstone Financial Advisors
Ohio
$1.25M -$44.7K -535 -3%
LWM
799
Laidlaw Wealth Management
New York
$1.24M -$485K -5,780 -28%
DWT
800
Dorsey & Whitney Trust
South Dakota
$1.24M +$18.6K +222 +2%