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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 %
KWA
1076
Kingswood Wealth Advisors
California
$629K -$129K -1,538 -17%
LPAM
1077
Lodestar Private Asset Management
California
$625K -$10.6K -127 -2%
IP
1078
Ignite Planners
California
$623K -$178K -2,097 -22%
SVWAG
1079
Sound View Wealth Advisors Group
Georgia
$623K -$9.14K -109 -1%
PMG
1080
ProVise Management Group
Florida
$621K +$23.8K +284 +4%
CP
1081
Castleview Partners
Texas
$617K -$111K -1,322 -15%
VCA
1082
Verdence Capital Advisors
Maryland
$616K -$99.8K -1,191 -14%
HIP
1083
HUB Investment Partners
Texas
$615K +$171K +2,039 +38%
GIA
1084
Guyasuta Investment Advisors
Pennsylvania
$610K +$5.2K +62 +0.9%
MCWS
1085
McKinley Carter Wealth Services
West Virginia
$609K -$185K -2,207 -23%
RWA
1086
Redmont Wealth Advisors
Illinois
$609K -$37.5K -447 -6%
GCA
1087
Greenwood Capital Associates
South Carolina
$601K -$14K -167 -2%
AIP
1088
ARS Investment Partners
New York
$599K +$3.61K +43 +0.6%
AWM
1089
Avior Wealth Management
Nebraska
$598K -$101K -1,227 -15%
CFG
1090
Cooper Financial Group
California
$598K -$56.4K -673 -9%
BKA
1091
Brick & Kyle Associates
Pennsylvania
$597K -$44.8K -535 -7%
AFS
1092
AFG Fiduciary Services
Massachusetts
$595K +$64.4K +770 +12%
HCMT
1093
Highland Capital Management (Tennessee)
Tennessee
$593K +$2.68K +32 +0.5%
PWS
1094
Peterson Wealth Services
Utah
$592K +$592K +7,058 New
GGS
1095
Galvin Gaustad & Stein
Arizona
$591K -$12.6K -150 -2%
SW
1096
SVB Wealth
Massachusetts
$590K -$1.67M -19,890 -74%
OBWG
1097
Onyx Bridge Wealth Group
New York
$588K -$6.51M -77,682 -92%
PWPS
1098
Pinnacle Wealth Planning Services
Ohio
$585K
SBIA
1099
Sheaff Brock Investment Advisors
Indiana
$584K +$1.84K +22 +0.3%
WIM
1100
Westside Investment Management
California
$584K +$8.97K +107 +2%