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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 %
APW
926
Aurora Private Wealth
New Jersey
$914K -$9.48K -113 -1%
ICP
927
Interchange Capital Partners
Pennsylvania
$913K +$175K +2,114 +24%
LL
928
LPWM LLC
Minnesota
$908K +$235K +2,771 +35%
CAM
929
CenterStar Asset Management
Illinois
$906K +$906K +10,802 New
SA
930
Strategic Advisors
New York
$903K -$66.9K -798 -7%
PFSC
931
Peoples Financial Services Corp
Pennsylvania
$902K +$27.5K +328 +3%
NL
932
NVWM LLC
Pennsylvania
$902K -$493K -5,885 -35%
BCA
933
Bay Colony Advisors
Massachusetts
$901K +$240K +2,863 +36%
RFS
934
Richardson Financial Services
Massachusetts
$898K +$898K +10,709 New
TA
935
TrueWealth Advisors
Alabama
$898K -$83.6K -997 -9%
WE
936
Wealth Effects
Massachusetts
$897K +$608K +7,255 +210%
FP
937
FFG Partners
Florida
$896K +$896K +10,681 New
LWL
938
Leo Wealth LLC
Texas
$894K +$894K +10,608 New
TCM
939
Towercrest Capital Management
Pennsylvania
$893K -$4.78K -57 -0.5%
NCM
940
Narwhal Capital Management
Georgia
$893K
CWM
941
C2C Wealth Management
Arizona
$893K -$113K -1,350 -11%
H
942
HoyleCohen
California
$892K +$63.4K +756 +8%
CFS
943
CRA Financial Services
New Jersey
$888K +$22.3K +266 +3%
DI
944
Diligent Investors
California
$886K +$16.8K +200 +2%
SYBT
945
Stock Yards Bank & Trust
Kentucky
$884K -$13K -155 -1%
T
946
Tidemark
California
$882K +$882K +10,521 New
OC
947
Opinicus Capital
Florida
$877K +$877K +10,463 New
QFA
948
Quattro Financial Advisors
Texas
$875K -$120M -11,478 -99%
LCM
949
Lazari Capital Management
California
$874K -$76K -907 -8%
AWM
950
Aberdeen Wealth Management
Illinois
$868K +$16.8K +200 +2%