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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 %
OS
1301
Objectivity Squared
South Carolina
$355K +$355K +4,239 New
SLC
1302
Second Line Capital
Louisiana
$354K +$354K +4,218 New
HAM
1303
Harmony Asset Management
Arizona
$353K +$353K +4,215 New
PP
1304
Patron Partners
Texas
$353K -$1.51K -18 -0.4%
TH
1305
TCTC Holdings
Texas
$353K +$35.6K +425 +11%
DA
1306
Doliver Advisors
Texas
$352K
HCM
1307
Hengehold Capital Management
Ohio
$352K -$9.73K -116 -3%
MCM
1308
MV Capital Management
Maryland
$352K +$2.77K +33 +0.8%
WP
1309
Wealthspan Partners
Iowa
$351K -$6.04K -72 -2%
SFB
1310
STAR Financial Bank
Indiana
$351K
LAM
1311
Lewis Asset Management
California
$347K +$347K +4,141 New
IW
1312
Imprint Wealth
South Carolina
$346K -$35K -418 -9%
WC
1313
Waterloo Capital
Texas
$343K -$2.33M -27,760 -87%
LFA
1314
Longview Financial Advisors
Alabama
$342K +$342K +4,084 New
ZIM
1315
Zacks Investment Management
Illinois
$341K -$143K -1,702 -29%
HFS
1316
Horizon Financial Services
North Carolina
$340K +$19.7K +235 +6%
OMC
1317
Overbrook Management Corp
New York
$340K -$30.8K -367 -8%
SCG
1318
Sonata Capital Group
Washington
$338K -$5.87K -70 -2%
MCM
1319
Magnolia Capital Management
New York
$336K -$57K -680 -15%
GWA
1320
GGM Wealth Advisors
Maryland
$335K +$3.12K +37 +0.9%
FCM
1321
Firestone Capital Management
Florida
$334K +$18.6K +222 +6%
PWM
1322
Peterson Wealth Management
Nevada
$333K +$64.5K +769 +24%
SAMC
1323
Spectrum Asset Management (California)
California
$333K -$3M -35,788 -90%
ACP
1324
Arcus Capital Partners
Georgia
$332K +$3.02K +36 +0.9%
QCM
1325
QRG Capital Management
Illinois
$332K +$332K +3,962 New