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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 %
KCM
1051
Kanawha Capital Management
Virginia
$669K +$7.21K +86 +1%
GWM
1052
Greenwich Wealth Management
Connecticut
$667K -$72.5K -865 -10%
SC
1053
Solstein Capital
California
$667K +$6.71K +80 +1%
FEM
1054
Fulcrum Equity Management
Texas
$666K +$140K +1,666 +27%
BFA
1055
Brendel Financial Advisors
New Hampshire
$664K -$12.6K -150 -2%
PJSIMP
1056
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K +$57.5K +683 +9%
TWA
1057
Tandem Wealth Advisors
Arizona
$663K -$17.3K -206 -3%
KLCM
1058
KG&L Capital Management
Louisiana
$662K -$3.27K -39 -0.5%
YIA
1059
YHB Investment Advisors
Connecticut
$657K +$1.26K +15 +0.2%
GF
1060
Gries Financial
Ohio
$655K -$14.4K -172 -2%
ST
1061
Spinnaker Trust
Maine
$654K
PRS
1062
Pinkerton Retirement Specialists
Idaho
$653K +$161K +1,920 +33%
BFAG
1063
Blackston Financial Advisory Group
Florida
$649K -$211K -2,521 -25%
CA
1064
Clearstead Advisors
Ohio
$649K -$516K -6,158 -44%
MAC
1065
Mason & Associates (California)
California
$648K
NFA
1066
Northwest Financial Advisors
Virginia
$643K +$643K +7,666 New
CWM
1067
Circle Wealth Management
New Jersey
$642K +$355K +4,236 +124%
CC
1068
Cultivar Capital
Texas
$641K +$641K +7,640 New
DFCM
1069
Dark Forest Capital Management
Puerto Rico
$637K -$702K -8,379 -52%
QPWM
1070
Quadrant Private Wealth Management
Pennsylvania
$636K +$8.97K +107 +1%
ACM
1071
Advisors Capital Management
New Jersey
$634K +$113K +1,345 +22%
BFIC
1072
Bedell Frazier Investment Counselling
California
$633K +$40.7K +486 +7%
HCM
1073
Highview Capital Management
Illinois
$633K +$633K +7,545 New
GW
1074
GW & Wade
Massachusetts
$630K +$9.8K +117 +2%
IA
1075
Insight Advisors
Pennsylvania
$630K -$6.62K -79 -1%