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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 %
BOSSRA
1326
B.O.S.S. Retirement Advisors
Utah
$332K +$25.7K +307 +8%
HP
1327
Hilltop Partners
Indiana
$331K -$27.8K -332 -8%
OIA
1328
Optimum Investment Advisors
Illinois
$331K +$35.1K +419 +12%
ARG
1329
Advisory Resource Group
Oklahoma
$330K
FHC
1330
First Heartland Consultants
Missouri
$329K -$14.6K -174 -4%
MIC
1331
Means Investment Company
Maine
$328K -$13K -155 -4%
SP
1332
Successful Portfolios
Florida
$327K +$40.7K +485 +14%
BA
1333
Bridge Advisory
California
$326K -$252K -3,009 -44%
RWM
1334
Ritholtz Wealth Management
New York
$323K -$148K -1,765 -31%
PWM
1335
PBMares Wealth Management
Virginia
$322K +$4.19K +50 +1%
NSIM
1336
North Star Investment Management
Illinois
$322K +$73.5K +877 +30%
IWS
1337
Insight Wealth Strategies
California
$321K +$2.77K +33 +0.9%
AHC
1338
Anderson Hoagland & Co
Missouri
$320K +$320K +3,969 New
KCFA
1339
Key Client Fiduciary Advisors
New Jersey
$319K +$19.1K +228 +6%
CAM
1340
Concorde Asset Management
Michigan
$319K -$41.1K -689 -11%
PFG
1341
Prosperity Financial Group
California
$316K +$316K +3,768 New
CCM
1342
Ciovacco Capital Management
Georgia
$315K -$35.3K -422 -10%
RWMG
1343
Redwood Wealth Management Group
New Jersey
$315K +$31.4K +375 +11%
MGWM
1344
Marks Group Wealth Management
Minnesota
$315K +$315K +3,753 New
ACA
1345
Aptus Capital Advisors
Alabama
$314K -$37.8K -451 -11%
SIAG
1346
Safeguard Investment Advisory Group
California
$313K -$17.2K -205 -5%
PWS
1347
Private Wealth Strategies
Ohio
$312K +$8.8K +105 +3%
MCA
1348
MSH Capital Advisors
Arizona
$311K -$216K -2,572 -41%
OCM
1349
One Capital Management
California
$311K +$311K +3,709 New
VHAM
1350
Van Hulzen Asset Management
California
$311K -$4.69K -56 -1%