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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 %
VCP
801
Verus Capital Partners
Arizona
$1.24M -$332K -3,960 -21%
SJIM
802
St. Johns Investment Management
Florida
$1.24M -$43.9K -524 -3%
AMG
803
Advisors Management Group
Wisconsin
$1.24M +$1.09K +13 +0.1%
CC
804
Callan Capital
California
$1.23M -$30.9K -369 -2%
EL
805
Essex LLC
Illinois
$1.22M +$12.2K +145 +1%
CW
806
Cooksen Wealth
Texas
$1.22M +$1.22M +14,587 New
SG
807
Somerset Group
Minnesota
$1.22M +$200K +2,389 +20%
PCMH
808
Polymer Capital Management (HK)
Hong Kong
$1.22M +$1.22M +14,500 New
GAA
809
Guardian Asset Advisors
Pennsylvania
$1.21M +$1.21M +14,433 New
WI
810
Wintrust Investments
Illinois
$1.21M -$113K -1,353 -9%
FWM
811
Forza Wealth Management
Florida
$1.2M
MPW
812
MGO Private Wealth
California
$1.19M +$280K +3,336 +31%
MBTD
813
Mechanics Bank - Trust Department
California
$1.19M -$29.4K -351 -2%
NB
814
NBT Bank
New York
$1.19M +$68.1K +812 +6%
D
815
Diversified
Delaware
$1.19M -$304K -3,628 -20%
SAG
816
SageView Advisory Group
California
$1.18M -$1.18M -13,852 -50%
BFPW
817
BOK Financial Private Wealth
Colorado
$1.18M +$12.2K +146 +1%
GSEP
818
Golden State Equity Partners
California
$1.18M -$66.1K -788 -5%
AFG
819
Alterity Financial Group
Maine
$1.17M +$7.88K +94 +0.7%
SAM
820
Strategy Asset Managers
California
$1.17M +$63K +752 +6%
PMEF
821
Point72 Middle East FZE
United Arab Emirates
$1.17M +$1.17M +13,948 New
CICI
822
Capital Investment Counsel Inc
North Carolina
$1.17M -$102K -1,215 -8%
NFP
823
Narus Financial Partners
Utah
$1.16M -$426K -5,082 -27%
AIM
824
Acropolis Investment Management
Missouri
$1.16M
MA
825
Montag & Associates
Georgia
$1.16M -$1.76K -21 -0.2%