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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 %
SC
851
Sierra Capital
Florida
$1.09M
DBRC
852
D.B. Root & Company
Pennsylvania
$1.09M -$464K -5,533 -30%
B
853
Bailard
California
$1.08M +$201K +2,396 +23%
SRSA
854
S.R. Schill & Associates
Washington
$1.08M +$136K +1,617 +14%
PWG
855
Private Wealth Group
Florida
$1.08M -$17.6K -210 -2%
VA
856
Vident Advisory
Georgia
$1.07M +$73.2K +873 +7%
ZIMP
857
Zimmermann Investment Management & Planning
Pennsylvania
$1.07M -$293K -3,493 -22%
RIS
858
Retirement Income Solutions
Michigan
$1.07M
SWA
859
Sax Wealth Advisors
New Jersey
$1.06M +$13.1K +156 +1%
PA
860
Procyon Advisors
Connecticut
$1.06M +$185K +2,204 +21%
ML
861
McAdam LLC
Pennsylvania
$1.05M -$218K -2,600 -17%
C
862
Certuity
Florida
$1.05M +$832K +9,923 +379%
QWM
863
Quadcap Wealth Management
Texas
$1.05M +$1.05M +12,499 New
PCA
864
Peddock Capital Advisors
Massachusetts
$1.04M +$149K +1,773 +17%
DLHL
865
Donald L. Hagan LLC
Florida
$1.04M +$352K +4,204 +51%
RWB
866
RMR Wealth Builders
New Jersey
$1.04M -$354K -4,228 -25%
WBCM
867
Wilson & Boucher Capital Management
California
$1.04M +$16.9K +201 +2%
FWP
868
FAS Wealth Partners
Kansas
$1.03M +$10.6K +127 +1%
CFG
869
Citizens Financial Group
Rhode Island
$1.03M +$455K +5,429 +79%
AWA
870
Arete Wealth Advisors
Illinois
$1.03M +$1.03M +12,295 New
EWM
871
Executive Wealth Management
Michigan
$1.03M +$21.5K +256 +2%
UBS AM
872
UBS AM
Illinois
$1.02M +$521K +6,214 +103%
JF
873
Joule Financial
Kentucky
$1.02M +$44.3K +528 +5%
RIL
874
Rothschild Investment LLC
Illinois
$1.02M +$73.5K +877 +8%
SIC
875
Salem Investment Counselors
North Carolina
$1.02M +$17K +203 +2%