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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 %
CAS
1351
Coppell Advisory Solutions
Texas
$311K +$91.5K +1,091 +42%
KHLMTHM
1352
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$310K
CA
1353
CGN Advisors
Kansas
$310K +$53.9K +643 +21%
AP
1354
Americana Partners
Texas
$309K +$62.4K +933 +25%
MCM
1355
Monument Capital Management
Virginia
$309K -$2.43K -29 -0.8%
WFA
1356
Wells Financial Advisors
Massachusetts
$309K
WPWM
1357
Windward Private Wealth Management
Kansas
$307K +$20.3K +242 +7%
AIM
1358
AHL Investment Management
Florida
$306K
CWM
1359
Concentrum Wealth Management
California
$306K +$64.5K +769 +27%
CWP
1360
Core Wealth Partners
California
$306K +$1.34K +16 +0.4%
LCGC
1361
Legacy Capital Group California
California
$304K +$9.39K +112 +3%
GFP
1362
Gryphon Financial Partners
Ohio
$304K +$168 +2 +0.1%
PFS
1363
Physicians Financial Services
North Carolina
$304K -$31.9K -381 -9%
FLPIM
1364
F.L. Putnam Investment Management
Massachusetts
$304K +$86.4K +1,031 +40%
WWM
1365
Waterway Wealth Management
Texas
$304K +$304K +3,620 New
SMA
1366
Sage Mountain Advisors
Georgia
$303K
NAS
1367
Nicolet Advisory Services
Wisconsin
$303K +$7.62K +90 +3%
BCM
1368
Bayesian Capital Management
New York
$302K +$302K +3,600 New
NDSI
1369
Newman Dignan & Sheerar Inc
Rhode Island
$302K -$21.1K -252 -7%
PCM
1370
Poehling Capital Management
Wisconsin
$301K -$67.8K -809 -18%
ECG
1371
Edge Capital Group
Georgia
$301K -$12.1K -144 -4%
CDH
1372
Charles D. Hyman
$300K
ACM
1373
Advance Capital Management
Michigan
$295K +$20.4K +243 +7%
CWM
1374
Centric Wealth Management
Illinois
$295K +$106K +1,269 +56%
VH
1375
Visionary Horizons
Tennessee
$294K +$294K +3,505 New