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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 %
MC
901
Moors & Cabot
Massachusetts
$963K +$61.5K +733 +7%
PAM
902
Peak Asset Management
Colorado
$963K -$407K -4,855 -30%
MSFS
903
Main Street Financial Solutions
Pennsylvania
$962K -$23.1K -276 -2%
LAM
904
LifePro Asset Management
California
$961K -$17.9K -213 -2%
LC
905
Lindbrook Capital
California
$960K -$2.18K -26 -0.2%
NHC
906
Nicholas Hoffman & Company
Georgia
$959K -$62.7K -748 -6%
New York State Common Retirement Fund
907
New York State Common Retirement Fund
New York
$957K +$957K +11,419 New
HNWAG
908
High Net Worth Advisory Group
Florida
$957K -$22.6K -270 -2%
HWM
909
HB Wealth Management
Georgia
$956K +$41.7K +497 +5%
PTC
910
Private Trust Company
Ohio
$955K -$159K -1,902 -14%
FA
911
Fermata Advisors
California
$952K -$63.6K -758 -6%
CFA
912
Cahill Financial Advisors
Minnesota
$952K -$68.9K -822 -7%
CHA
913
Carmichael Hill & Associates
Maryland
$951K +$23.5K +280 +3%
SAM
914
Smithbridge Asset Management
Pennsylvania
$943K -$81.8K -976 -8%
CMS
915
Capital Market Strategies
Florida
$939K +$26.2K +313 +3%
MMPW
916
Mitchell McLeod Pugh & Williams
Alabama
$937K -$2.6K -31 -0.3%
MW
917
MBL Wealth
North Carolina
$932K +$47.8K +570 +5%
SS
918
Sunbelt Securities
Texas
$931K +$167K +1,996 +22%
WCM
919
Windsor Capital Management
Arizona
$926K -$1.51K -18 -0.2%
EWM
920
Edge Wealth Management
New York
$925K +$2.43K +29 +0.3%
UWM
921
USAdvisors Wealth Management
Minnesota
$925K +$7.12K +85 +0.8%
HTC
922
Haverford Trust Company
Pennsylvania
$922K +$87.2K +1,040 +10%
Northwestern Mutual Wealth Management
923
Northwestern Mutual Wealth Management
Wisconsin
$921K -$810K -9,658 -47%
BFS
924
Bradley Foster & Sargent
Connecticut
$919K -$17.4K -207 -2%
SCM
925
Spreng Capital Management
Ohio
$914K +$210K +2,507 +30%