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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 %
WT
1001
Whittier Trust
California
$781K -$871K -10,386 -53%
CSPAM
1002
Cary Street Partners Asset Management
Virginia
$780K -$10.4K -124 -1%
LOIP
1003
Live Oak Investment Partners
Texas
$777K -$404K
HH
1004
Hilltop Holdings
Texas
$775K -$228K -2,718 -23%
IF
1005
Intrua Financial
Texas
$774K -$79.6K -949 -9%
WIC
1006
Woodmont Investment Counsel
Tennessee
$770K
WPC
1007
Wedmont Private Capital
Pennsylvania
$769K +$64.8K +774 +9%
PFA
1008
Pathway Financial Advisors
Vermont
$768K -$55.7K -664 -7%
WB
1009
WesBanco Bank
West Virginia
$766K -$224K -2,670 -23%
VDBMI
1010
Van Den Berg Management I
Texas
$764K -$92.6K -1,104 -11%
SC
1011
Stolper & Co
Oklahoma
$764K -$9.39K -112 -1%
PFBT
1012
Parkside Financial Bank & Trust
Missouri
$758K +$34.8K +415 +5%
IP
1013
Investment Partners
Ohio
$756K -$62.3K -743 -8%
KP
1014
Keel Point
Alabama
$756K +$14.3K +171 +2%
RMC
1015
Resources Management Corp
Connecticut
$755K +$5.2K +62 +0.7%
MIC
1016
Meridian Investment Counsel
California
$754K
OWM
1017
OneAscent Wealth Management
Alabama
$753K +$753K +8,979 New
SFC
1018
SYM Financial Corp
Indiana
$753K +$34K +406 +5%
JF
1019
JSF Financial
California
$752K +$550K +6,556 +272%
UIA
1020
Ulland Investment Advisors
Minnesota
$751K -$61.6K -735 -8%
MA
1021
MONECO Advisors
Connecticut
$751K -$13.8K -164 -2%
CCM
1022
Cox Capital Management
Massachusetts
$750K +$378K +4,506 +102%
APIM
1023
Agate Pass Investment Management
Washington
$744K +$26.3K +314 +4%
BB
1024
Burford Brothers
Texas
$744K +$744K +8,875 New
BFA
1025
Beacon Financial Advisory
Ohio
$740K +$28.3K +337 +4%