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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 %
Fiera Capital (Canada)
951
Fiera Capital (Canada)
Quebec, Canada
$868K
PI
952
PFG Investments
New York
$867K +$151K +1,800 +21%
GIM
953
Goelzer Investment Management
Indiana
$863K +$50.1K +598 +6%
KFA
954
Kelleher Financial Advisors
New York
$862K
OPWM
955
Oxinas Partners Wealth Management
Indiana
$861K -$106K -1,261 -11%
CPA
956
Court Place Advisors
Maryland
$860K
DWM
957
Denver Wealth Management
Colorado
$859K -$119K -1,419 -12%
MC
958
Mathes Company
New York
$855K +$222K +2,650 +35%
CHJWM
959
Carlton Hofferkamp & Jenks Wealth Management
Texas
$853K -$8.02K -98 -0.9%
JWA
960
JFS Wealth Advisors
Pennsylvania
$853K +$236K +2,813 +38%
FNBT
961
FineMark National Bank & Trust
Florida
$852K -$949K -11,316 -53%
Natixis Advisors
962
Natixis Advisors
Massachusetts
$850K -$254K -3,028 -23%
MAM
963
MMA Asset Management
Pennsylvania
$850K -$32.9K -393 -4%
KW
964
KWB Wealth
California
$850K +$555K +6,622 +189%
AAS
965
Annex Advisory Services
Wisconsin
$848K -$149K -1,782 -15%
C1AG
966
Client 1st Advisory Group
Florida
$846K -$184K -2,197 -18%
HWA
967
HCR Wealth Advisors
California
$846K +$322K +3,844 +62%
GFL
968
Granite FO LLC
New Hampshire
$845K -$41.9K -500 -5%
BA
969
Ballew Advisors
Mississippi
$841K -$15.6K -193 -2%
SWM
970
SeaCrest Wealth Management
New York
$840K +$70.3K +830 +9%
PBC
971
Pavion Blue Capital
California
$839K -$16.8K -200 -2%
Point72 Asset Management
972
Point72 Asset Management
Connecticut
$838K -$4.82M -57,500 -85%
EFMC
973
Empire Financial Management Company
New York
$836K -$197K -2,354 -19%
AWM
974
Angeles Wealth Management
California
$835K +$112K +1,330 +15%
AWM
975
Avitas Wealth Management
California
$833K +$8.97K +107 +1%