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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 %
BBA
826
BLB&B Advisors
Pennsylvania
$1.16M +$232K +2,762 +25%
JCM
827
Jacobi Capital Management
Pennsylvania
$1.16M -$5.2K -62 -0.4%
SFPG
828
Stonebridge Financial Planning Group
Florida
$1.15M -$788K -9,395 -41%
CPA
829
Cardiff Park Advisors
California
$1.15M +$168K +1,999 +17%
PP
830
Prudential plc
United Kingdom
$1.15M -$512K -6,101 -31%
SGCA
831
Steel Grove Capital Advisors
Tennessee
$1.14M +$1.14M +13,641 New
SFC
832
Strategic Financial Concepts
Texas
$1.14M -$316K -3,768 -22%
FC
833
FCA Corp
Texas
$1.14M -$41.3K -493 -3%
BWM
834
Birchcreek Wealth Management
Ohio
$1.14M +$94.3K +1,125 +9%
GCM
835
Graham Capital Management
Connecticut
$1.13M +$1.13M +13,500 New
FA
836
Flagstar Advisors
New York
$1.13M -$197K -2,349 -15%
CWM
837
Chesapeake Wealth Management
Virginia
$1.13M -$11.6K -138 -1%
RWA
838
River Wealth Advisors
Pennsylvania
$1.12M -$838 -10 -0.1%
LWM
839
Lionsbridge Wealth Management
Florida
$1.12M -$1.11M -13,259 -50%
LWANC
840
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.11M +$217K +2,591 +24%
BFM
841
Boston Financial Management
Massachusetts
$1.11M +$922K +11,000 +489%
CPIG
842
Chicago Partners Investment Group
Illinois
$1.11M +$41.4K +506 +4%
DCM
843
Disciplina Capital Management
Tennessee
$1.11M
GP
844
Greenline Partners
New York
$1.11M +$112K +1,336 +11%
1IA
845
1834 Investment Advisors
Wisconsin
$1.1M -$51.1K -610 -4%
BPC
846
Banque Pictet & Cie
Switzerland
$1.1M -$770K -9,190 -41%
PAM
847
Palisade Asset Management
Minnesota
$1.1M
RWA
848
Redhawk Wealth Advisors
Minnesota
$1.1M +$292K +3,487 +36%
CL
849
COWA LLC
Oklahoma
$1.1M +$2.93K +35 +0.3%
SIC
850
Sterling Investment Counsel
New York
$1.1M +$347K +4,142 +46%