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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 %
DI
1101
DAGCO Inc
Ohio
$581K +$581K +6,925 New
DWS
1102
Dynamic Wealth Strategies
California
$581K +$581K +6,925 New
SFG
1103
Sovereign Financial Group
Connecticut
$580K +$64.2K +766 +12%
ECA
1104
Elevated Capital Advisors
Utah
$579K +$285K +3,398 +97%
VAM
1105
Vienna Asset Management
California
$579K +$579K +6,832 New
BOS
1106
Bank of Stockton
California
$579K -$10.8K -135 -2%
BOM
1107
Bank of Marin
California
$578K -$13.2K -158 -2%
BMWM
1108
Brown Miller Wealth Management
Virginia
$577K +$31K +370 +6%
SAM
1109
SignalPoint Asset Management
Missouri
$574K +$11.7K +140 +2%
GWP
1110
Gateway Wealth Partners
Wisconsin
$574K -$139K -1,652 -19%
FH
1111
FWG Holdings
Florida
$571K -$1.26K -15 -0.2%
SAM
1112
Smartleaf Asset Management
Massachusetts
$570K +$570K +6,780 New
FPCP
1113
Fort Point Capital Partners
California
$569K +$587 +7 +0.1%
NYLIM
1114
New York Life Investment Management
New York
$568K +$568K +6,776 New
NP
1115
NorthRock Partners
Minnesota
$566K +$105K +1,254 +23%
OCPWS
1116
One Charles Private Wealth Services
Massachusetts
$565K +$226K +2,695 +67%
RBCM
1117
Raub Brock Capital Management
California
$563K -$8.38K -100 -1%
WA
1118
WESPAC Advisors
California
$559K +$559K +6,663 New
BJL
1119
Brighton Jones LLC
Washington
$557K +$46.9K +559 +9%
WCM
1120
WealthBridge Capital Management
Ohio
$553K -$114K -1,360 -17%
WP
1121
WealthPLAN Partners
Nebraska
$551K -$167K -1,990 -23%
RFO
1122
RiverGlades Family Offices
Florida
$550K -$14.3K -170 -3%
FMN
1123
Financial Management Network
California
$548K -$74.8K -883 -12%
AWM
1124
Accurate Wealth Management
Florida
$548K -$8.81M -107,754 -94%
WA
1125
Waverly Advisors
Alabama
$547K +$39.2K +467 +8%