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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 %
SWA
1226
Strata Wealth Advisors
Texas
$420K
MTCM
1227
Mint Tower Capital Management
Netherlands
$419K -$419K -5,000 -50%
FPGK
1228
Financial Partners Group (Kansas)
Kansas
$419K -$20.5K -244 -5%
SDAM
1229
Shulman DeMeo Asset Management
New York
$419K +$3.02K +36 +0.7%
MWAM
1230
Manhattan West Asset Management
California
$419K -$66.5K -793 -14%
CHC
1231
City Holding Co
West Virginia
$418K +$17.6K +210 +4%
MG
1232
Mather Group
Illinois
$418K +$30.9K +368 +8%
NWM
1233
Northwest Wealth Management
Iowa
$417K +$168 +2 +0%
LC
1234
LCNB Corp
Ohio
$417K +$23.1K +275 +6%
EWA
1235
Exencial Wealth Advisors
Oklahoma
$416K +$40.2K +479 +11%
ATC
1236
Adirondack Trust Company
New York
$415K +$221K +2,571 +115%
APW
1237
Acima Private Wealth
Virginia
$413K
VPP
1238
Vertex Planning Partners
Illinois
$412K +$412K +4,911 New
BPCA
1239
Bank Pictet & Cie (Asia)
Singapore
$411K
AA
1240
Auxano Advisors
Washington
$409K +$30K +358 +8%
KFI
1241
Key Financial Inc
Pennsylvania
$408K +$13.6K +162 +3%
LWM
1242
Lodestone Wealth Management
Washington
$408K +$11.8K +141 +3%
VCM
1243
Vivaldi Capital Management
Illinois
$408K +$37.9K +454 +10%
BC
1244
Belmont Capital
California
$407K +$11.2K +133 +3%
AF
1245
Arrow Financial
New York
$407K -$2.43K -29 -0.6%
CCA
1246
Criterion Capital Advisors
Tennessee
$406K +$406K +4,848 New
BCM
1247
Barden Capital Management
Texas
$405K
CI
1248
CX Institutional
Indiana
$405K -$168K -1,998 -29%
MW
1249
Marcum Wealth
Ohio
$405K -$8.3K -99 -2%
TAM
1250
Townsend Asset Management
North Carolina
$400K -$6.46K -77 -2%