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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 %
BCV
1201
Banque Cantonale Vaudoise
Switzerland
$456K +$42.8K +509 +10%
PT
1202
Plimoth Trust
Massachusetts
$453K -$13.8K -165 -3%
SC
1203
Sapient Capital
Indiana
$453K +$453K +5,401 New
CCFM
1204
Clear Creek Financial Management
Washington
$453K +$453K +5,349 New
LWA
1205
Lantern Wealth Advisors
New York
$450K +$450K +5,369 New
BGAI
1206
Bruce G. Allen Investments
Colorado
$449K +$449K +5,358 New
PCM
1207
Palisade Capital Management
New Jersey
$448K +$213K +2,543 +91%
GCP
1208
Gill Capital Partners
Colorado
$448K -$13.2K -158 -3%
LNWWM
1209
Laird Norton Wetherby Wealth Management
California
$446K -$98.3K -1,173 -18%
RCAG
1210
Rehmann Capital Advisory Group
Michigan
$443K +$4.86K +58 +1%
BFG
1211
Bouchey Financial Group
New York
$441K
NFSG
1212
Newbridge Financial Services Group
Florida
$440K -$152K -1,818 -26%
HA
1213
Hanover Advisors
South Carolina
$440K +$440K +5,250 New
SW
1214
SlateStone Wealth
Florida
$439K +$32.4K +386 +8%
CFB
1215
Cullen/Frost Bankers
Texas
$438K -$149K -1,780 -25%
WG
1216
Welch Group
Alabama
$438K +$41.7K +497 +11%
BIA
1217
Benchmark Investment Advisors
Illinois
$437K -$181K -2,158 -29%
TW
1218
Towerpoint Wealth
California
$437K
EFL
1219
ERn Financial LLC
Wisconsin
$427K +$13.8K +173 +3%
LSA
1220
Lion Street Advisors
Texas
$425K -$588K -7,014 -58%
BBWP
1221
Beacon Bridge Wealth Partners
Pennsylvania
$423K +$423K +5,048 New
LGWM
1222
Litman Gregory Wealth Management
California
$422K
CMANY
1223
Capital Management Associates (New York)
New York
$422K -$20.3K -242 -5%
CWM
1224
Certus Wealth Management
California
$421K -$88.4K -1,054 -17%
NEPWA
1225
New England Private Wealth Advisors
Massachusetts
$421K +$34K +405 +9%