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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 %
EWA
1026
EverSource Wealth Advisors
Alabama
$739K -$5.09M -60,696 -87%
BBP
1027
Banco BTG Pactual
Brazil
$732K -$9.75M -116,012 -93%
LMKC
1028
L.M. Kohn & Company
Ohio
$730K -$406K -4,846 -36%
Empower Advisory Group
1029
Empower Advisory Group
Colorado
$725K -$59.9K -715 -8%
FTA
1030
Financial & Tax Architects
Missouri
$723K -$94.6K -1,128 -12%
ACM
1031
AlphaStar Capital Management
North Carolina
$723K +$493K +5,875 +214%
FIM
1032
FWL Investment Management
Texas
$722K +$697K +8,319 +2,899%
IGWM
1033
ICA Group Wealth Management
Colorado
$720K +$241K +2,880 +50%
WB
1034
Webster Bank
Connecticut
$719K +$240K +2,865 +50%
SAF
1035
Smith Anglin Financial
Texas
$718K -$226K -2,695 -24%
CAM
1036
Cozad Asset Management
Illinois
$709K -$29.5K -352 -4%
CB
1037
Cadence Bank
Mississippi
$703K -$1.01K -12 -0.1%
NB
1038
Northwest Bancshares
Pennsylvania
$702K +$23.9K +285 +4%
CPC
1039
Consolidated Planning Corp
Georgia
$699K -$31.4K -375 -4%
1SB
1040
1ST Source Bank
Indiana
$698K +$5.45K +65 +0.8%
MIM
1041
Marco Investment Management
Georgia
$698K
KFP
1042
KMG Fiduciary Partners
Ohio
$697K +$922 +11 +0.1%
BCM
1043
Basso Capital Management
Connecticut
$697K +$319K +3,800 +84%
RFN
1044
Redwood Financial Network
Ohio
$692K +$80K +954 +13%
CT
1045
Cambridge Trust
Massachusetts
$689K
FMWA
1046
Forvis Mazars Wealth Advisors
Missouri
$680K +$28.3K +338 +4%
GSIAS
1047
Garden State Investment Advisory Services
New Jersey
$675K +$62.1K +741 +10%
HVP
1048
Hudson Value Partners
Florida
$674K -$75.4K -899 -10%
VM
1049
VPR Management
Texas
$671K
WFAG
1050
Worth Financial Advisory Group
North Carolina
$669K -$10.6K -126 -2%