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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 %
SQA
1151
Simon Quick Advisors
New Jersey
$518K -$111K -1,326 -18%
CFCI
1152
Comprehensive Financial Consultants Institutional
Indiana
$514K -$18.3K -218 -3%
NWMG
1153
National Wealth Management Group
Ohio
$513K -$17.4K -208 -3%
HT
1154
Headlands Technologies
Illinois
$511K +$362K +4,321 +243%
AF
1155
Advisornet Financial
Minnesota
$510K -$2.33M -27,821 -82%
CPG
1156
Cornerstone Planning Group
New Jersey
$510K +$89.4K +1,066 +21%
IFAM
1157
Institutional & Family Asset Management
Colorado
$510K -$6.54K -78 -1%
SIA
1158
Strategic Investment Advisors
Michigan
$509K +$9.14K +109 +2%
NRS
1159
Neville Rodie & Shaw
New York
$509K -$246K -2,935 -33%
P
1160
&Partners
Tennessee
$508K -$18.5K -221 -4%
ACM
1161
Andina Capital Management
Utah
$505K +$505K +6,018 New
ATC
1162
Argent Trust Co
Tennessee
$504K +$7.71K +92 +2%
OWP
1163
Obermeyer Wealth Partners
Colorado
$501K
S
1164
SignatureFD
Georgia
$500K +$23.7K +283 +5%
WJWM
1165
Williams Jones Wealth Management
New York
$499K -$190K -2,266 -28%
TWM
1166
Tradition Wealth Management
Minnesota
$498K +$12.3K +147 +3%
SWM
1167
Silverlake Wealth Management
Vermont
$497K +$96.5K +1,151 +24%
VAFP
1168
Vahanian & Associates Financial Planning
New York
$495K -$10.7K -128 -2%
SAM
1169
Seelaus Asset Management
New Jersey
$494K +$37.9K +452 +8%
I
1170
INVST
Indiana
$490K -$8.21M -98,177 -94%
KWM
1171
Keebeck Wealth Management
Illinois
$489K +$83.3K +994 +21%
FNBOH
1172
First National Bank of Hutchinson
Kansas
$487K -$53.2K -635 -10%
CBFP
1173
Cedar Brook Financial Partners
Ohio
$487K +$127K +1,548 +35%
FFWA
1174
FRG Family Wealth Advisors
Washington
$486K
EMAM
1175
Encompass More Asset Management
California
$485K +$485K +5,790 New