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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 %
Jones Financial Companies
1376
Jones Financial Companies
Missouri
$293K +$87.9K +1,048 +43%
LFA
1377
Laraway Financial Advisors
Minnesota
$292K +$168 +2 +0.1%
CCS
1378
Concentric Capital Strategies
Connecticut
$290K +$290K +3,464 New
AC
1379
Avestar Capital
New York
$287K +$25.4K +303 +10%
CSWM
1380
Cassady Schiller Wealth Management
Ohio
$287K
LIM
1381
Leavell Investment Management
Alabama
$287K +$18.2K +217 +7%
SL
1382
SWMG LLC
Texas
$287K -$27.6K -329 -9%
BCP
1383
Berkeley Capital Partners
Georgia
$285K +$285K +3,405 New
AFA
1384
American Financial Advisors
Georgia
$285K +$12.7K +151 +5%
HT
1385
Heritage Trust
Oklahoma
$285K +$33.5K +400 +13%
DT
1386
Diversified Trust
Tennessee
$284K +$91.4K +1,090 +47%
TA
1387
TruWealth Advisors
Louisiana
$283K -$1.34M -15,934 -83%
N
1388
Natixis
France
$283K
AFG
1389
Allegheny Financial Group
Pennsylvania
$281K +$46.8K +558 +20%
MAM
1390
Milestone Asset Management
Pennsylvania
$280K -$157K -1,876 -36%
MAG
1391
MRA Advisory Group
New Jersey
$278K -$2.83M -33,811 -91%
BHB
1392
Bank Hapoalim BM
Israel
$278K -$31K -369 -10%
MWM
1393
Modern Wealth Management
Kansas
$278K +$278K +3,315 New
FMII
1394
Farmers & Merchants Investments Inc
Nebraska
$278K -$12K -143 -4%
AIM
1395
Anchor Investment Management
South Carolina
$277K +$16.7K +199 +6%
SDWMA
1396
Schneider Downs Wealth Management Advisors
Pennsylvania
$277K -$13.3K -159 -5%
NL
1397
NDWM LLC
California
$276K +$276K +3,292 New
BMCM
1398
Black Maple Capital Management
Wisconsin
$273K
LWM
1399
LJI Wealth Management
Indiana
$273K -$2.68K -32 -1%
FFWM
1400
Future Financial Wealth Management
Ohio
$273K