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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 %
CC
1401
Constitution Capital
Connecticut
$272K -$75.5K -900 -22%
YIH
1402
Y-Intercept (HK)
Hong Kong
$272K -$419K -4,994 -61%
EAM
1403
Evanson Asset Management
California
$270K +$587 +7 +0.2%
SAW
1404
Signal Advisors Wealth
Michigan
$270K +$270K +3,223 New
EFG
1405
Ehrlich Financial Group
California
$270K +$270K +3,219 New
APA
1406
Astoria Portfolio Advisors
New York
$270K +$24.3K +291 +10%
RMAM
1407
Raab & Moskowitz Asset Management
New Jersey
$269K +$9.22K +110 +4%
PBT
1408
Pictet Bank & Trust
Bahamas
$268K
GCA
1409
Gradient Capital Advisors
California
$268K +$168 +2 +0.1%
STCOSD
1410
Sageworth Trust Company of South Dakota
South Dakota
$268K
ANBT
1411
American National Bank & Trust
Texas
$268K +$254K +3,035 +1,909%
MHR
1412
Matthew Hamilton Rosenberg
$267K +$217K +2,588 +431%
KF
1413
KKM Financial
Illinois
$265K +$265K +3,166 New
FA
1414
Fiduciary Alliance
South Carolina
$265K +$2.85K +34 +1%
CAL
1415
Capital Analysts LLC
Pennsylvania
$265K -$287K -3,422 -52%
SC
1416
Savant Capital
Illinois
$265K +$10.6K +126 +4%
VCM
1417
Viewpoint Capital Management
Washington
$262K
FHWM
1418
Fox Hill Wealth Management
Massachusetts
$262K +$262K +3,119 New
ES
1419
Eagle Strategies
New York
$261K +$3.02K +36 +1%
NCM
1420
NCM Capital Management
New Jersey
$258K
WA
1421
Wealth Alliance
New York
$258K +$587 +7 +0.2%
BPWM
1422
Badgley Phelps Wealth Managers
Washington
$257K +$5.7K +68 +2%
BWM
1423
BlackDiamond Wealth Management
New York
$257K -$70.1K -842 -21%
VL
1424
Vima LLC
Michigan
$256K +$256K +3,057 New
GA
1425
GoalVest Advisory
New York
$255K -$63.8K -761 -20%